Annual Report | July 1, 2018 — June 30, 2019

GROW

INSPIRE | GROW | LOVE | SERVE | ENGAGE | INSPIRE | GROW | LOVE | SERVE | ENGAGE | INSPIRE ENGAGE OUR VISION Seeking to grow followers of Christ and positive Dear Friends of Saint Sebastian School Foundation, agents of change in the world. As each has received a gift, use it to serve one another, as good stewards of God’s varied grace. (1 Peter 4:10) The Foundation board looks humbly to God for the vision and direction to serve the parish and bring honor and glory to God’s name. God enriches the Church through all OUR MISSION its members in varied ways. We pray that this parish benefits from the work done by At Saint Sebastian Catholic School, we actively the Foundation board. ENGAGE in our faith, academic excellence, and As you may know, the School is partially funded by tuition and support through the community building. Our diverse gifts INSPIRE state-funded Choice program. There are two other large sources of funding: the Parish us to GROW and persevere as critical thinkers, through regular contributions and the School Foundation through an endowment. problem-solvers, and peacemakers who LOVE Having only been at Saint Sebastian Parish for a couple of months, I am impressed God and SERVE others. with the work of this school foundation. The cost of educating a child grows as better curriculum and technical tools are developed to help all children thrive. The School Foundation provides that edge for the students at Saint Sebastian. Getting our children ready for the future takes creativity and commitment. The work of one generation is dependent on the work of the next. This moment is our time to make a difference, so the next generation has the tools and support they need to make their time count. In the 36 years since the Foundation was created, the School has received $2,550,692 from the Foundation, which has supplemented the parish’s contribution to the operation of the School. A net worth increase of $34,616, brings the net worth of the Foundation to $3,412,624 as of June 30, 2019. The annual transfer from the Foundation is based on average assets held over the previous five years. For the 2019-2020 school year, the Foundation will contribute $157,000 in support of current school operations. Please consider making the Foundation a regular part of your annual charitable giving plan, if it isn’t already. If you are considering having the School Foundation in your will, find out more about making a planned gift by contacting our Director of Development, Marlene Vidal, at (414) 453-1061 ext.124 or [email protected]. Yours in Christ, Rev. Peter Patrick Kimani Pastor

1 Greetings Saint Sebastian Community, I hope this finds you well and thriving in all aspects of life! Every summer I make a concerted effort to spend time in prayer, reflecting upon the blessings, challenges, dynamics, and events of the previous school year. I also ask God for guidance in choosing a theme for the upcoming school year that will best serve our community, knowing the Lord surely knows our needs better than we do. Our focus last year came from the Book of Esther, also aligning with the Old Testament theme of our all-school Masses: “Perhaps this is the moment for which you were created” (Esther 4:14). Queen Esther bravely used who she was, the gifts she was given, and the situation in which she was placed to save her people in a bold and faithful act. Over the course of the 2018-19 school year, our aim was for students to identify the gifts God has given them and how they might best use who they are to serve God in life’s “big” and “little” moments. Each day, someone’s goals of how to use his or her “moments” were shared in morning prayer as a recognition, inspiration, and reminder for us all. This year, our school theme (and our all-school Masses theme) comes from St. Paul’s letter to the Ephesians in the New Testament: “May you have the strength to understand... how wide and long and high and deep is Christ’s love” (3:18). As a community, we reflect daily on how God shows love for us and how we might show love in return. It is always touching and encouraging to hear what our students both understand and hunger for in their relationships with God and others. All of the work we do as a parish and school community to form our students in faith, knowledge, and community-building skills is evident in the high quality education they receive and resources available. We thank you for the many ways you serve as stewards in time, talent, and treasure to help form all members of our diverse community. As adults called to grow and influence others, may we pause to recognize how we best use our God-given gifts in service to the Lord, as well as acknowledge the many ways Christ shows love for each of us daily. Thank you for your support, and God bless you! Ms. Heather Grams Principal

2 About the Foundation

The Saint Sebastian School Foundation, a 501c3 organization, was founded in 1983 by the Reverend Gerald T. Schmitz, Andrew J. Stockhausen, Gerald F. Leow, and Hugh R. Braun. These forward-looking Parish members, in appreciation and respect for the Catholic education received by their children and so many parish children, created an endowed fund to be an ongoing (in perpetuity) source of financial support for Saint Sebastian School. Yearly, income earned by the fund is forwarded directly to the Parish to supplement the Parish’s contribution to the school. This is only made possible by funds raised from Saint Sebastian parish members, families, alumni and friends. Your donations to the Saint Sebastian School Foundation will ensure continued financial resources are available for the school. All donations will be graciously accepted including the option to pay in monthly installments, appreciated stock donations, qualified charitable distributions from IRAs, and through corporate giving. The Saint Sebastian School Foundation is proud to support our school. Our school continues to produce excellent academic results, year after year. Saint Sebastian School is a leader in the community, with a balanced group of diverse students. Every dollar you invest in the Saint Sebastian School Foundation is 100% tax deductible. Every contribution helps Saint Sebastian School continue to offer the best Catholic, elementary education possible. Thank you!

3 Special Thanks EXTRAORDINARY SUPPORT Foundation Assets and School Support Since 1984

AS OF JUNE 30 ASSETS FOUNDATION SUPPORT OF SCHOOL $1,000,000+ 1984 $ 28,979 $ 994 1985 44,766 2,089 Olive Fischer Estate 1986 58,827 5,199 1987 77,888 6,911 1988 97,702 5,679 $500,000+ 1989 142,934 9,503 1990 190,565 13,147 Charles Walsh Estate 1991 230,704 15,503 1992 306,989 19,946 1993 437,511 29,499 1994 473,746 36,661 $100,000+ 1995 504,624 40,104 1996 529,480 49,507 John Brahm Estate 1997 636,101 45,000 Anita Resch 1998 704,383 45,000 George Seidel Estate 1999 750,349 56,000 2000 739,228 50,000 2001 991,793 60,000 $50,000+ 2002 1,247,520 50,000 2003 1,206,815 69,000 Clyde & Frank Kloiber Estates 2004 1,830,542 60,000 2005 2,680,035 65,000 2006 2,876,600 70,000 2007 3,258,686 79,900 $20,000+ 2008 3,112,313 98,950 Norbert Beihoff 2009 2,294,587 130,800 2010 2,402,512 146,300 Marion Fischer Estate 2011 2,782,932 152,000 Neil & Rosemary E. Hamilton 2012 2,585,957 153,300 Stephen & Susan Ragatz 2013 2,841,009 136,000 2014 3,195,454 132,000 2015 3,131,345 139,000 $4,000+ 2016 2,934,754 140,000 2017 3,195,264 138,000 Ken Cote Estate 2018 3,378,010 147,000 Robert Doucette 2019 3,412,624 153,000 Mark Ehrmann CUMULATIVE SCHOOL SUPPORT $2,550,692 Lois Fischer Mary Gebhard Trust James Herzog Martha Hickey Cecelia M. Krolikowski Vera McRoberts Florence Mosbac Tom & Christine Mrotek Northwestern Mutual Todd Pritzl Regis Seidensticker Gordon & Rebecca Steimle Andrew Stockhausen Wl Energy Corp Match Florence Zacher

4 Saint Sebastian School Foundation, Inc.

Comparative Annual Financial Report For Fiscal Years 2019 and 2018

YEAR OVER YEAR FISCAL 2019 FISCAL 2018 $ % OPENING NET WORTH Fiscal Year Begin Date July 1, 2018 July 1, 2017 Cash in Bank 4,408 10,719 (6,311) -58.9% Investments 3,313,627 3,064,545 249,082 8.1% Short-term loan to Parish for Roof 60,000 120,000 (60,000) 100.0% Total Net Worth Beginning of Fiscal Year $3,378,035 $3,195,264 $182,771 5.7% INCOME AND EXPENSES Gifts Contributors 8,035 6,235 Matching Program 1,950 450 Memorials 2,725 920 Special Recognitions 1,000 1,405 Bequests 500 0 Total Receipts $14,210 $9,010 $5,200 57.7% Investment Gains/(Losses), Less Fees Realized Gains/(Losses) 4,052 164,424 Unrealized Gains/(Losses) 40,250 22,501 Income — Dividends/Interest - Received 149,641 153,824 Other Investment Income/(Losses) 0 0 Change in Income Earned and Not Received (3) (1,009) Total Investment Gains/(Losses) $193,940 $339,740 $(145,800) -42.9% Less: Investment Management Fees (14,259) (13,940) (319) 2.3% Total Investment Gains/(Losses) Less Fees $179,681 $325,800 $(146,119) -44.8% Distribution to Parish School — Computed at 5% (153,000) (147,000) $6,000 -4.1% of five-year moving average of Investments Other Income and Expenses Annual Report and Postage Expenses (6,037) (5,064) Miscellaneous Income/(Expense) (264) – Total Other Income and Expenses $(6,302) $(5,064) $(1,237) 24.4% Total Net Worth End of Fiscal Year $3,412,624 $3,378,010 $34,614 1.0% INVESTMENT SUMMARY AS OF FISCAL YEAR END Fiscal Year End Date June 30, 2019 June 30, 2018 Cash In Bank 7,150 4,383 Investments Fiduciary Management – Large Cap Core Equity – – – – Private Asset – International Equity 541,239 552,477 (11,238) -2.0% Earnest – Small Cap Value Equity – – – – Private Asset – Fixed Income 366,936 346,130 20,806 6.0% Bond Fund – International Fixed Income 56,255 53,844 2,411 4.5% Anchor – Mid Cap Value Equity – – – – Private Asset – Alternative Assets 0 973 (973) -100% Private Asset – Large Cap US Growth Equity 2,218,794 2,091,846 126,948 6.1% Private Asset – Diversified Fixed Income 219,280 251,538 (32,258) -12.8% Cash Account 1,721 16,666 (14,946) -89.7% $3,404,224 $3,313,474 90,750 2.7% Accrued Income 1,250 153 Subtotal of Investments $3,405,474 $3,313,627 Accounts Receivable – Short Term Loan to Parish – 60,000 (60,000) -100.0% Accounts Payable – – Total Net Worth End of Fiscal Year $3,412,624 $3,378,010 $34,614 1.0%

PERFORMANCE DETAIL PORTFOLIO RATE OF RETURN

20 17.11% 15.21% 15 10.13% 10 8.86% 8.88% 5.91% 5 -6.38% 0 ‘19 '18 '17 3 Year 5 Year 7 Year 10 Year 5 -5 -10 JUNE 30, 2019 JUNE 30, 2018 CHANGE INVESTMENT SUMMARY Cash In Bank $7,150 $4,383 $2,767 Investments Private Asset – International 541,239 552,477 (11,238) Private Asset – Fixed Income 366,936 346,130 20,806 Bond Fund – International Fixed Income 56,255 53,844 2,411 Private Asset – US Equity 2,218,794 2,091,846 126,948 Private Asset – Diversified Fixed Income 219,280 251,538 (32,258) Cash Account 1,721 17,639 (15,919) $3,404,224 $3,313,474 $90,750 Accrued Income 150 153 (3) Subtotal of Investments $3,404,374 $3,313,627 $90,747 Accounts Receivable – Short Term Loan to Parish – 60,000 (60,000) Accounts Payable – – – Total Net Worth End of Fiscal Year $3,411,524 $3,378,010 $33,514

As a Catholic organization, the Saint Sebastian School Foundation, Inc. this summer asked our investment ASSET ALLOCATION SUMMARY manager, Robert W. Baird & Co. Inc., to perform a screen Managed Composite Assets 19% Fixed Asset Allocation of our investment portfolio in accordance with the Income United States Conference of Catholic Bishops (USCCB) Asset Class Market Value % /Cash Cash $2,970 0.1% guidelines. The screen makes sure that our investments Equity $2,758,633 81.0% align with our goals, risk tolerance, and the investment Fixed Income $642,621 18.9% 81% horizon. The USCCB exercises faithful, competent and Accrued Income $150 0.0% Equity socially responsible stewardship in how it manages Total $3,404,374 100.0% its financial resources. USCCB guides financial choices based on the Gospel, universal Church teachings, and Conference statements. The Foundation is in the process of reviewing the results of the screen and deciding on a course of action. INVESTMENT ALLOCATION 20.9% Large Cap Growth 18.8% Large Cap Value 13.2% Mid Cap 12.3% Small Cap 13.7% International 2.2% Emerging Markets Equity 6.4% Diversified Fixed Income 1.7% International Fixed Income 10.8% Core Taxable Fixed Income 0.1% Cash PERFORMANCE DETAIL PORTFOLIO RATE OF RETURN

6 Thank You for Your Generous Contributions

Gifts made between July 1, 2018 and June 30, 2019

American Transmission Gerald & Margaret Haig, Ann Shanl Jones Company 1947 & 1949* Norman & Mary Smaglik Susan Bach Mark Hansen Bonita Stahl John Bach Louise Jaeckels Gordon & Rebecca Steimle Steve & Judy & Ballard Daniel Jones, 1971* Joan & Michael Stingl Tom Barrett, 1968* Margaret A. Jones, 1967* Shirley Szklarsk Georgia Bauwens, 1966* Jean Kreul Paul Vandeveld Kristine Bedalov Mark Krier, 1964* Marion VonRueden Myron & Donna Bentfield John Laskowski, 1964* Frederick & Sally Walter Brian & Patricia & Burke Dean & Sue Lex Steven & Rebecca Whitney Joe & Kathy & Cayen Joe Lynch Margaret Wiemer Rev. Larry Chapman Sharon Maguire Tom Yanisch Karen Cleary Lawrence & Nancy Maloney Christina M. Ziino, 1966* John & Mary Conforti Catherine & Gerald McGrath Margaret Croasdaile Pat McKay MEMORIALS James Dandoy, 1961* Patricia Mikkelson Aaron Groth Tina Davis Allen Miller Aleene Yanisch Rita Denny Frederick & Judith Moeller Jeff Leow Steven & Lorie Dodulik Tom & Christine Mrotek Judith Kearney Catherine Dunston Paul M. Murphy, 1964* Larry Reiton Mary Ann Eder, 1956* Northwestern Mutual Marie Selas Mark Ehrmann, 1973* Barbara Nowak Mary Fleming Kathleen Endrizzi Mary O’Connell Ruth Lehman James Fetters Steven O’Connell Sr. Rebecca Burke OSF David Foti Robert & Marilyn Peglow Wayne Schmidt Eunice Frieske Joann Perleberg GE Foundation Bette Phillips SPECIAL RECOGNITION Karen George Todd Pritzl Judith Ballard Steven Golubski, 1975 Paul Radler Daniel & Robin Gorman Leo Ries *St. Sebastian School Alumni Patricia M. Gormley, 1962 Rockwell Automation Ethlyn Griepentrog Mike & Anita Sanfilippo John & Annette Groth Buddy & Irene Schelman

The ongoing support activities of the Foundation are provided through the dedicated services of a team of volunteers. We appreciate any comments and suggestions you may have to assist with the processing, accuracy and reporting of your contributions, bequests and memorials to the Foundation. Please direct your inquiries and comments to: Ms. Marlene Vidal, Development Director St. Sebastian Parish | 5400 West Washington Blvd. | Milwaukee, WI 53208 7 414-453-1061 or [email protected] Foundation Assets / School Support 3.5M 200K

175K 3.0M

150K

2.5M ANNUAL SCHOOL SUPPORT

125K 2.0M

100K

1.5M 75K FOUNDATION ASSETS FOUNDATION

1.0M 50K

0.5M 25K

0 0 ‘84 ‘85 ‘86 ‘87 ‘88 ‘89 ‘90 ‘91 ‘92 ‘93 ‘94 ‘95 ‘96 ‘97 ‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ‘05 ‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 ‘15 ‘16 ‘17 ‘18 ‘19 YEAR

May you have the strength to understand… how wide and long and high and deep is Christ’s love —Ephesians 3:18 8 State Test Scores

For the third consecutive year, Saint Sebastian Catholic School has earned the recognition of “Significantly Exceeds Expectations” on the State of Wisconsin Forward Exam, scoring 5 out of 5 stars. As a school, we consistently score well above the state averages in all content areas, including Math, English Language Arts, Science, and Social Studies. Our staff works as one to educate and inspire our students in closing the achievement gap among our most advantaged and disadvantaged students. Together with families, we strive to ensure exceptionally high attendance and on track/high school readiness. We are proud of our accomplishments; while remaining relentless in our pursuit of further advancing educational outcomes and opportunities for the diverse student body at Saint Sebastian Catholic School.

Exemplary Recognition

Saint Sebastian School received Exemplary Recognition from the Archdiocese of Milwaukee for our work in Educating the Whole Child. The award was presented by Dr. Kathleen Cepelka, Superintendent of Catholic Schools and Bishop Jeffrey Haines at the Milwaukee Catholic Educators’ Convention on October 5, 2018. In the words of the Archdiocesan committee who evaluated Saint Sebastian School last spring, “Saint Sebastian’s should be held up as a model of educating the whole child. From their commitment to ongoing guidance, to professional development both in academics and issues of trauma, to faith and justice elements with their relationship with St. Coletta’s, to their strong There are 24 parents of current students presence of achievement via MAP who are alumnae of St. Sebastian data, data-driven instruction, speech Catholic School. pathology and occupational therapy classroom infusion, to community partnerships, this school should be recognized beyond even exemplary as something other schools wishing to deliver whole child experiences should see.”

100% Engagement

Biannual Student-Parent-Teacher conferences are focused on goal-setting with each child in the areas of their academics, spiritual growth, and community-building skills. Our community of families and educators proudly boast a 100% conference attendance rate with each and 9 every student. Faith-Based Education

Striving to raise Saints for God’s Kingdom is the source and summit of all that we do. As parents and staff partnering together, our greatest achievement lies in our work with students beyond test scores. Not easily measured, we count ourselves blessed and our efforts “successful” each time a student turns to God in Prayer…remembers to thank God for a grace freely given…offers a kind word of encouragement to another…works through a conflict and offers forgiveness. Above all else, the continued spiritual formation of our students is of highest priority in the education one receives at Saint Sebastian Catholic School.

DIRECTORS ADVISORY COMMITTEE Archbishop Jerome E. Listecki Steve Ballard Bishop Jeffrey R. Haines, Vicar General Mary Frieseke Rev. Peter Patrick Kimani, President Maggie Shelledy McAsey Michelle Hansen, Treasurer Tom Mrotek Audrey Ticcioni, Secretary Leo Ries Margaret Wiemer

E. John Conforti, Vice President Carole Poth, Cluster Administrator Joann Perleberg, Cluster Finance Director MaryJo Kreuser, Secretarial Support Let us run with perseverance the race Marlene Vidal, Development Director marked out for us, fixing our eyes on Jesus. —Hebrews 12:1a-2b CONTACT US Saint Sebastian School Foundation 5400 West Washington Blvd Milwaukee, WI 53208 414.453.1061 SaintSebastianOnline.net Saint Sebastian Catholic School 1747 North 54 Street Milwaukee, WI 53208 414.453.5830 School.SaintSebastianOnline.net

INVESTMENT MANAGER Robert W. Baird & Co. Inc. Private Asset Management; Michael Klein, Douglas Stencel

ANNUAL REPORT DESIGN AND PHOTOGRAPHY Walzak Marketing Communications, Inc. Alex Walzak of Walzak Media, LLC

10 Saint Sebastian School Calendar ENGAGE |

2019 Theatre Production Nov 15-17

End of First Trimester Nov 22 SERVE | Thanksgiving Break – No School Nov 27-Dec 1 Sacrament of First Reconciliation Dec 4 All School Christmas Concert Dec 12 LOVE 7th Grade Fine Arts Field Trip to Chicago Dec 19 | Christmas Break – No School Dec 21-Jan 5 2020 Feast of St. Sebastian Jan 20 GROW MLK, Jr. Day, Staff Retreat – No School Jan 20 | Open House and Registration Fair Jan 26 Catholic Schools Week Jan 26-Feb 1 Parent-Student-Teacher Conferences Feb 12-13 Winter Break – No School Feb 14-17 INSPIRE 6th Grade Outdoor Education Camp Edwards Feb 19-21 | End of Second Trimester March 5 Faculty Inservice -– No School March 6 & 9 Trivia Night March 14 Forward Testing Window (grades 3-8) March 23 - May 1 ENGAGE Spring Break – No School April 10-19 | Sacrament of First Eucharist April 26 Eighth-Grade Trip to Washington D.C. May 1-3 Teacher Appreciation Week May 4-8 SERVE Grandparents/Special Guest Day May 8 | St. Sebastian School Foundation Reception May 20 Memorial Day – No School Weekend May 22 & 25 LOVE

Honors Reception May 27 | 5K Graduation and 7th Grade Leadership Mass June 3 Field Day June 4 End of Third Trimester - Last Day of School June 5

Graduation June 6 GROW | DATES TO BE ANNOUNCED Discovery Day MEMBERS OF THE CLASS OF 2019 ARE ATTENDING All School Spring Concert THE FOLLOWING HIGH SCHOOLS: Forensics State Meet INSPIRE Christo Rey / Divine Savior Holy Angels / Dominican / | @StSebsMKE @StSebsMKE Homestead / Marquette University High School / @StSebsSchool Milwaukee Lutheran / Pius XI / South Milwaukee / Wauwatosa East ENGAGE |

Accomplishments — The Class of 2019:

One student awarded the Kelsey C. Hunt Leadership SERVE | and Spirit Award scholarship from Divine Savior Holy Angels High School LOVE Two students awarded the Beacon Scholarship form | from Divine Savior Holy Angels High School One student awarded The Father Carney Alumni GROW

Scholarship and Visual Arts Theater scholarship from | Pius XI High School One student awarded the Pius XI Gold/White Scholarship from Pius XI High School INSPIRE | ENGAGE