Annual Report 2015–2016
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Annual Report 2015–2016 MOMENTS THAT DEFINE US Carroll is a place where students transform and where developing a and where students where a higher thrive in an opportunity-rich global perspective form keen intellects standard is almost location surrounded by the where we understand isn’t an add-on but and good hearts, tangible; beauty of God’s creation; what it means to be rather is woven into combining rigorous Catholic—in wonder of the very fabric of the thinking with an God’s love for each person education we deliver; awareness of the and exploring that love transcendent. through prayer, study and service; Carroll College Board of Trustees Richard Anderson Dr. John Michelotti, ’90 Velinda Stevens Owner and CEO, Dick Anderson Construction Co. Othopaedic Surgeon, Helena Orthopaedic Clinic President and CEO, Kalispell Regional Lisa Bullock, ’89 Paul Milhous Medical Center First Lady, State of Montana Vice President, Milhous Group Dannette Sullivan, ’72, Chair Patricia Chvatal, ’72 Ben Niedermeyer, ’73 Regional Director, National Student Attorney at Law, Chvatal Law Investment Counselor, Taylor Investment Clearinghouse Thomas M. Evans, PhD Counselors The Most Reverend George Thomas, PhD, ’72 President Msgr. Kevin O’Neill, ’73 Bishop of the Diocese of Helena, Chancellor of Carroll College The Rev. Thomas R. Flynn, ’58, PhD Rector/Pastor, Cathedral of St. Helena Samuel Candler Dobbs Professor of Philosophy, Dr. Albert Olszewski, ‘84, Secretary John Walda, Vice Chair Emory University Physician, Flathead Valley Orthopedic Center President and CEO, National Association of Colleges and University Business Officers Annie Goodwin, ’81 Eric Phillips, ’93 (NACUBO) Attorney, Goodwin Law Offices, L.L.C Senior VP, Pricing and Revenue Management, Delta Airlines Thomas Walsh, ’81 The Rev. Thomas P. Haffey, ’65 President and CEO, Montana Rail Link Pastor, St. Ann Parish Alex “Papu” Rincon, ’04 Founder and President, four-O-six William War, ’65 Ray Kuntz, ’77 Principal, William T. War and Associates CEO, Watkins and Shepard Trucking Mark Semmens, ’82 Director, Glacier Bancorp, Inc. Willis Wetstein Gene Mallette, ’71 Past President and Director Emeritus, CEO, Alpine Air Diane Steele, SCL, PhD Morrison Maierle, Inc. President, University of St. Mary John McCarvel, ’79 Trustee Emeriti: John R. McInnis, Esq., ’59 CEO, The Visuality Corporation Attorney at Law CARROLL COLLEGE 2015-2016 ANNUAL REPORT | 1 Dear Friends of Carroll College: This past year has been an extraordinary time for Carroll College. Guided by our strategic vision and supported by the campus master plan, our college is transforming before our eyes. While the new buildings and remodeled spaces provide tangible evidence of the growth and progress happening on campus, what is truly transformational about Carroll are the collective moments we experience on a daily basis. Over the last year, we have worked to find the best way to tell our Carroll story. Through our discovery work, we came to the conclusion that the shared moments we experience at Carroll as students, parents, faculty, staff, alumni, donors, fans and friends define who we are and provide the foundation to describe Carroll for ourselves and others. We challenge our students to make the most of these moments, and challenge ourselves to recognize that the work we do together makes these moments for our students meaningful now and into the future. In the pages of this 2015-2016 Annual Report, you will find just a few of the moments from last year that helped define who we are at this point in our history. On behalf of our Carroll community, and especially our students, whose experiences are enhanced by your continued generosity, we are truly grateful for your support. Thank you for the myriad of ways you sustain and fortify the mission of Carroll College, and by doing so continue to make these pivotal moments possible. With Appreciation, THOMAS M. EVANS, PhD DANNETTE M. SULLIVAN, ’72 President Chair, Carroll College Board of Trustees Contents Individual donors ................................................................ 12 Legacy Society—Donors who have made a planned gift to Grateful Saints donors—student philanthropy program.......... 16 Carroll College through trust, bequest or other estate plans ..... 2 Mind Body Spirit campaign donors ....................................... 18 The 1909 Society—Lifetime giving ........................................ 4 Financial overview .............................................................. 20 St. Charles Borromeo Guild—Leadership donors who contribute $1,000 or more to Carroll College’s annual fund ... 10 Contact information ............................................................ 21 2 | CARROLL COLLEGE 2015-2016 ANNUAL REPORT Mr. Dan Abdo Mr. and Mrs. Joseph J. Filson Mr. and Mrs. Scott Pasek Dick and Margaret Anderson Mrs. Patricia B. Geary Dr. and Mrs. Gordon D. Peters Anonymous (5) Mr. and Mrs. Christopher Gragg Ms. Joan Poston Mr. and Mrs. Joseph D. Beausoleil Frank and Bonnie Gruber Mr. and Mrs. Dale R. Pugh Mr. Frank L. Becky The Reverend Thomas P. Haffey Mr. and Mrs. Rick J. Pyfer The Honorable Gordon R. Bennett Dr. and Mrs. Wayne Hansen Dr. and Mrs. William Quinn and Ms. Norma Tirrell The Monsignor Joseph D. Harrington Mrs. Shirley M. Reinig William G. (Jerry) Berberet The Reverend James J. Hogan David and Joyce Roberts Mr. William O. Bouten Mr. and Mrs. Edwin H. Jasmin Mr. and Mrs. William J. Roberts Dr. and Mrs. Joseph W. Brakovec Dr. and Mrs. Gregory R. Johnson Mr. and Mrs. Bruce J. Robertson Dr. and Mrs. Daniel Brooke Dr. Jeremy Johnson Mr. and Mrs. Robert J. Robinson Mrs. Donna Kelly Burgess Mr. and Mrs. Edward Kingzett Mr. and Mrs. James P. Roscoe Dr. and Mrs. Richard S. Buswell Mr. Raymond J. Kuntz Mr. Eugene R. Sajcich Dr. LeRoy J. and Irene Ms. Jo Lasich Ms. Irene Seavy Ann (Jones) Byrd Dr. Neil C. Livingstone Mr. and Mrs. Nelson L. Seeley Ms. Candace A. Cain Mr. Jerome T. Loendorf Mark and Rosemary Semmens Dr. Kenneth V. Carpenter Dr. Thomas C. Longin and Mr. and Mrs. Donald William and Mary Jo Chase in Ms. Nancy Tillinghast J. Shaughnessy memory of their son Bryan Mike and Dawn Lopach The Reverend Daniel B. Shea Mr. and Mrs. George Christensen Dr. John F. Lowney Mr. and Mrs. Joseph F. Shevlin Ms. Patricia J. Chvatal The Honorable and Mrs. Roy F. Simperman The Most Reverend Elden F. Curtiss Jeremiah C. Lynch Mrs. Marilyn St. Pierre Mr. and Mrs. W. Stephen Dee Mr. and Mrs. James Maierle Dr. Robert F. Stanchfield Mr. and Mrs. Jerome E. Dernbach The Reverend Stan Malnar, MD Dr. and Mrs. Robert A. Sterling Dr. and Mrs. Timothy A. Dernbach Mr. E. Phil Maronick Mr. Peter W. Sullivan Mr. Brian T. Donahue Charles and Patricia (Flynn) McCarthy Dr. and Mrs. Thomas J. Trebon Barry and Ruby Donahue Mr. and Mrs. Raymond Messer Mrs. Evelyn A. Ugrin The Reverend William A. Dornbos Dr. and Mrs. J. Thomas Mitchell Mrs. James P. Vandergeest Mr. and Mrs. Larry Dreyer Dr. Joseph T. Mullen Ms. Mary M. Wamsley Mr. and Mrs. Gene Etchart Mr. Michael G. Munck Mrs. Gail Weimar Dr. and Mrs. Leonard W. Etchart Mrs. Mary D. Munger Mr. and Mrs. Willis J. Wetstein Mr. and Mrs. Mark Etchart Mr. and Mrs. William J. Murray Dr. Sandra C. Williamson Mrs. Karen Barclay Fagg The Reverend Joseph B. Oblinger Dr. William D. Wise and Mr. Russell Fagg The Monsignor Kevin S. O’Neill Ms. Jean E. Faure Mr. Vernon Paronto 2015 JULY LEGACY SOCIETY The Legacy Society honors donors who have made a planned gift to Carroll College through trust, bequest or other estate plans. These gifts were made prior to July 1, 2016. The William Randolph Hearst Foundations awarded Carroll College a $100,000 grant to further develop humanities programs. The funding will support faculty development and research opportunities for students. CARROLL COLLEGE 2015-2016 ANNUAL REPORT | 3 AUGUST Carroll’s student chapter of Carroll hosted the 12th annual Symphony Under the Stars The 2015-16 school Engineers Without Borders concert, which commemorated the 100th birthday of Frank year started on a received a grant of $3,000 from Sinatra. The free outdoor performance by the Helena Symphony high note as Carroll the Foundation for the Diocese of was attended by thousands from the Helena community and welcomed nearly Helena to help with the work on beyond. Keeping a tradition of generosity, concert-goers 1,500 students onto the seismic retrofit of the Instituto donated over 17,200 pounds of food to Helena Food Share at campus, including a La Asuncion school in Guatemala. the event. record first-year class. 4 | CARROLL COLLEGE 2015-2016 ANNUAL REPORT EXCELLENCE—$1 MILLION + William G. (Jerry) Berberet Helena Arts Council Mr. Gustavo J. Artaza Blackfoot Telecommunications Group Robert H. and Mary Ruth Hodges Estate Diocese of Helena/The Most Mary Catherine Burke Estate Dr. Norman J. and Joan Holter Reverend George L. Thomas Burlington Northern Santa Fe Railway Foundation Intermountain West Communications Co. Diocese of Helena Priests Burlington Resources Foundation Viola Johnson Estate E. L. Wiegand Foundation Dr. and Mrs. Richard Buswell Mr. Raymond Kuntz Mrs. Mary Alice Fortin Dr. and Mrs. J. Patrick Byorth Dr. and Mrs. Conley G. Lacey James R. Green Estate Dr. and Mrs. LeRoy J. Byrd Mr. Robert Lalonde Haynes Foundation Call Family Foundation Mr. Larry Larison Dr. Earl J. Heller Capri, Inc. Lilly Endowment, Inc. Howard Hughes Medical Institute Dr. Kenneth V. Carpenter Catherine F. Madden Estate Mary Kelly Estate Yung-Ping J. and Grace Chang Joseph A. and Clare Maierle Mr. Jerome Loendorf Ms. Patricia Chvatal The Reverend Stan Malnar, MD Mr. and Mrs. Eugene M. Mallette Dr. Dolores F. Cikrit and Mr. Joseph Schmit Charles H. Manson Estate Mr. and Mrs. E. Phil Maronick Jack Collishaw Margaret A. Cargill Foundation Murdock Charitable Trust COMAP, Inc. Maronick Charitable Foundation Mr. and Mrs. Eric Myhre Mary C. Conlan Estate Elaine Maronick Mr. and Mrs. Warren Nelson Shaun and Mary Ann Corette Edward P.