2018-2019 ANNUAL REPORT BUILDING COMMUNITY ONE HEART AT A TIME Sacred Heart Schools | Annual Report 2018-2019 | 1 Table of Contents A Message from the President and the Board of Trustees BUILDING COMMUNITY A Message from the Vice President for Advancement Financial Report ONE HEART AT A TIME Fundraising Priorities Our Mission St. Angela Merici Circle 2018-2019 ANNUAL REPORT Sacred Heart Schools, a Catholic community Sacred Heart Schools Scholarships rooted in the Ursuline tradition, inspires diverse learners to become globally minded, compassionate leaders. Gratefully acknowledging gifts made to Sacred Heart Schools between July 1, 2018 and June 30, 2019. Sacred Heart Schools Pgs. 22 Sacred Heart Society SHS Matching Gifts Gem Club SHS PRESIDENT Our Vision SHS Gifts In-Kind Dr. Cynthia R. Crabtree SHS Annual Fund Donors Interlude Sponsors To be an internationally recognized Catholic school that inspires SHS Faculty and Staff Giving Lead With Heart SHS Honorary and Memorial Gifts SHS Volunteers VICE PRESIDENT FOR ADVANCEMENT students, empowers faculty and transforms the world. Beth Clingaman DIRECTOR OF MARKETING AND COMMUNICATIONS Sacred Heart Academy Pgs. 29 Laura Grinstead Our Values A Message from the Principal Community, Leadership, Reverence, Service COMMUNICATIONS AND MARKETING MANAGER Alumnae Giving Allison Downard Bayer, SHA ‘94 Current SHA Parent Giving Friends of SHA Giving GRAPHIC DESIGN AND BRAND MANAGER Honorary and Memorial Gifts Jennifer McGee Diversity Statement Restricted and Designated Gifts SHA Volunteers Sacred Heart Schools, through our common connection DIRECTOR OF ANNUAL GIVING as members of God’s family, celebrates diversity and Sarah Wunderlin, SHA ‘04 reverences all people. Our inclusive culture enables all Sacred Heart Model School Pgs. 50 students, faculty and staff to develop and thrive while A Message from the Principal DIRECTOR OF ALUMNI RELATIONS sharing their God-given talents. Current SHMS Parent Giving Megan Brumleve Theisen, SHA ‘95 Friends of SHMS Giving Honorary and Memorial Gifts DIRECTOR OF SPECIAL EVENTS SHMS Volunteers Ashley Eifler DEVELOPMENT OFFICER Nannette Mershon, SHA ‘67 /shalouisville Sacred Heart Preschool Pgs. 54 @shalouisville PRINCIPAL, SACRED HEART ACADEMY @shalouisville A Message from the Director Mary Lee McCoy /shalouisville Current SHP Parent Giving Friends of SHP Giving PRINCIPAL, SACRED HEART MODEL SCHOOL /shmslouisville Honorary Gifts Dr. Michael Bratcher @shmslouisville SHP Volunteers @shmslouisville DIRECTOR, SACRED HEART PRESCHOOL Lisa Houghlin /shplouisville Sacred Heart School for the Arts Pgs. 57 EXECUTIVE DIRECTOR, SACRED HEART @shplouisville SCHOOL FOR THE ARTS A Message from the Executive Director Andrea Diggs Current SHSA Parent Giving /shsalouisville Friends of SHSA Giving @shsalouisville Memorial Gifts The Sacred Heart Schools Annual Report is published Restricted and Designated Gifts SHSA Volunteers annually by the Sacred Heart Schools Advancement Office © 2019, Sacred Heart Schools Sacred Heart Schools Advancement Office 3177 Lexington Rd | Louisville, KY 40206 502.896.6033 | shslou.org 2 | Sacred Heart Schools | Annual Report 2018-2019 Sacred Heart Schools | Annual Report 2018-2019 | 3 Sacred Heart Schools Board of Trustees 2018 - 2019 MESSAGE FROM THE PRESIDENT AND Chair CHAIR OF THE BOARD OF TRUSTEES Timothy Rutledge Here at Sacred Heart Schools, students age 1 to 18 are guided by the legacy of the Ursuline Sisters of Louisville and our Core Values of Vice Chair community, leadership, reverence and service. We are transforming lives through excellence in academics, leadership development, faith The Honorable Audra Eckerle, formation, arts exploration, athletic growth and accomplishment, and service outreach. SHA ‘84 As an International Baccalaureate (IB) campus, Sacred Heart Schools is providing innovative, 21st century learning that is forward-thinking, Secretary future-looking and globally focused. Our IB classrooms are student-centered and promote collaboration, communication, critical thinking and Terri Holloway Sautel, creativity. At Sacred Heart Schools, we are making connections, exploring relationships between academic disciplines and connecting learning to SHA ‘86 the world outside our walls. This IB approach moves beyond awareness and memorization to engagement and action. Quite simply, our students are changing the world! Mary Ashlock, PhD We closed out an amazing year in a position of strength and are looking to a prosperous future with highest-ever enrollment, financial stability and several exciting projects in progress and on the horizon. With confidence in the future, though bittersweet, I announced my plan to retire as Scott Catlett, JD President of Sacred Heart Schools next June. Gregory Daunhauer During my time here we have streamlined the unification of five schools into one collaborative school district, constructed numerous innovative Joseph Dougherty buildings including the Sacred Heart Model School Gym and the Ursuline Arts Center, redesigned and built the campus grotto, and most recently, partnered with the Ursuline Sisters on the transfer of all Ursuline campus property from the Sisters to Sacred Heart Schools. Jo Ann Jansing, OSU Su Kang, DDS Sacred Heart Schools’ campus endowment grew from $2 million to $15 million, ensuring an Ursuline education is a reality for generations of future students and the legacy of the Ursuline Sisters continues. Paula Kleine-Kracht, OSU, SHA ‘64 Together we transformed Sacred Heart Schools to an International Baccalaureate (IB) world school district. What began with Sacred Heart Beth Carney Klem, SHA ‘85 Academy’s IB World School status in 1997 has blossomed into a campus-wide educational approach to teaching and learning that is Mark Lynn, OD internationally recognized and benefits all students. I invite and encourage you to visit our beautiful 48-acre campus and see our world-class learning environments in action. Annette Mandley-Turner Carolyn Hemmer Matula, SHA ‘78 As the Board of Trustees works to find the next leader of Sacred Heart Schools, we will celebrate our success while carrying on with business as usual for the 2019-2020 academic year. Timothy Osting I am proud of our Sacred Heart community and all it does to support and empower each student and thank you for partnering with me for Charles Paradis, JD sixteen years of innovation in education. Beth Stegner Peabody, SHA ‘79 With Gratitude, Janet Marie Peterworth, OSU Anne Ramsey Joseph Steier Leslye Neff Ulmer, SHA ‘80 Dr. Cynthia R. Crabtree President, Sacred Heart Schools Beena Varghese Christopher Walsh, EdD Donald Wolz Cindy has touched the lives of thousands of young people for over a decade. Our community is so much stronger for her leading us, and we will be forever grateful for her service. Emeritus Trustee: E. Peter Rutledge Timothy Rutledge Chair, Board of Trustees Sacred Heart Schools 4 | Sacred Heart Schools | Annual Report 2018-2019 Sacred Heart Schools | Annual Report 2018-2019 | 5 STUDENT DONOR IMPACT IMPACT 4,082 329 $3,545,057.00 NUMBER OF DONORS DONORS AT THE TOTAL CASH RAISED $1,000 LEVEL $24 MILLION COLLEGE SCHOLARSHIPS (SHA) 63 $487,237.32 NUMBER OF TOTAL SCHOLARSHIP DOLLARS SCHOLARSHIPS 446 5 2 COLLEGE CREDIT STATE TITLES CSAA TITLES TESTS TAKEN (SHA) (SHA) (SHMS) $1,422,517 FINANCIAL AID AWARDED ACROSS ALL SCHOOLS NATIONAL SPANISH EXAM STUDENTS PLACING 1ST AND 2ND IN STATE (SHMS) NATIONAL FRENCH EXAM STUDENTS PLACING 1ST AND 2ND IN STATE (SHMS) STUDENTS PLACING 3RD AND 4TH IN NATION (SHMS) 6 | Sacred Heart Schools | Annual Report 2018-2019 Sacred Heart Schools | Annual Report 2018-2019 | 7 ALUMNAE TEACHER IMPACT SACRED HEART SCHOOL SACRED HEART SACRED HEART SACRED HEART IMPACT FOR THE ARTS ACADEMY MODEL SCHOOL PRESCHOOL 2,043 $527,636 SHA ALUMNAE TOTAL DOLLARS 38 88 49 30 DONORS FROM SHA ALUMNAE PART-TIME FACULTY FACULTY FACULTY FACULTY MEMBERS MEMBERS MEMBERS % % 20 34 % % SHA ALUMNAE THE SHA CLASS OF 1967 HAS 76 76% 91% 40 ADVANCED ADVANCED ADVANCED ADVANCED PARTICIPATION THE HIGHEST PARTICIPATION DEGREES DEGREES DEGREES DEGREES (THE NATIONAL AVERAGE IN ALUMNAE GIVING. FOR INDEPENDENT HIGH SCHOOL ALUMNAE GIVING IS 9%) 725 2,216 1,397 24 PROFESSIONAL PROFESSIONAL PROFESSIONAL CERTIFIED IN DEVELOPMENT DEVELOPMENT DEVELOPMENT CPR/FIRST AID/AED HOURS HOURS HOURS 1,481 PROFESSIONAL DEVELOPMENT HOURS 8 | Sacred Heart Schools | Annual Report 2018-2019 Sacred Heart Schools | Annual Report 2018-2019 | 9 FINANCIAL REPORT (UNAUDITED) (In thousands) TOTAL GIFTS 18-19 TOTAL DONORS 17-18 5000 16-17 15-16 14-15 4000 TYPE OF REVENUE 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 Tuition and Fees $20,522 58% 3000 Auxiliary Enterprise $615 2% REVENUE Gifts* $12,576 35% 2000 Investment and Other $1,885 5% ANNUAL FUND 18-19 Total Revenues $35,598 100% 17-18 1000 16-17 *$9.5 M Gift of properties from Ursuline Sisters 15-16 0 14-15 15-16 16-17 17-18 18-19 14-15 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 SOURCES OF TYPE OF EXPENSE DOLLAR SUPPORT Administration & Other $ 17,422 49% Alumni/Alumnae 48% Plant Operations $14,689 41% Current Parents 19% EXPENSES Fundraising $333 1% Foundation/Business 7% Student Aid $2,341 7% Grandparents/Friends 26% Debt Service $813 2% Total Expenses $35,598 100% 10 | Sacred Heart Schools | Annual Report 2018-2019 Sacred Heart Schools | Annual Report 2018-2019 | 11 FUNDRAISING PRIORITIES A MESSAGE FROM Annual Fund The most important fundraising priority at Sacred Heart Schools is annual giving. All private schools, as well as colleges and universities,