GROW INSPIRE | GROW | LOVE | SERVE | ENGAGE | INSPIRE | GROW | LOVE | SERVE | ENGAGE | INSPIRE | LOVE LOVE ENGAGE | | SERVE SERVE | | ENGAGE ENGAGE LOVE | GROW | | Annual Report | July 1, 2018 — June 30, 2019 INSPIRE INSPIRE | | GROW GROW | LOVE LOVE ENGAGE | | SERVE SERVE | | ENGAGE ENGAGE LOVE | GROW | | INSPIRE INSPIRE | | GROW GROW | LOVE LOVE ENGAGE | | SERVE SERVE | | ENGAGE ENGAGE LOVE | GROW | | INSPIRE INSPIRE | | 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)