Catlin Gabel Annual Report 2023-24

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ANNUAL REPORT

catlin gabel 2023–2024

as I reflect on the past year, I am filled with gratitude for the unwavering support of Catlin Gabel. This community’s generosity has been instrumental in shaping the lives of our students and empowering our faculty to deliver exceptional education.

Through your contributions, we had the most successful fundraising year in the school’s history— over $15 million was raised! This achievement is a testament to the power of our community and the collective impact we can make. Your support has directly funded essential programs and initiatives through the CG Fund, including:

• Financial Assistance: 27% of families receive tuition assistance, and that is made possible through philanthropy.

• Experiential Education: A hallmark of a Catlin Gabel education, this includes experiences such as class trips, global ed trips, experiential week, senior projects, and so much more.

• Faculty Development: Our teachers make a Catlin Gabel education truly unparalleled. Supporting their growth and development is an investment worth making.

By investing in these areas, we're ensuring our students receive a world-class education that prepares them for success wherever life takes them. Your support has also allowed us to make significant strides toward our ambitious goals for Eagles Soar, the campaign for Catlin Gabel. Together, we're accomplishing big things, such as:

• Building a Community Center for Athletics and Wellness

• Growing the school’s endowment

• Strengthening the CG Fund

Your partnership is essential to our continued success. Thank you for your belief in our mission and your commitment to making a difference.

Year in Review

september 1, 2023-august 31, 2024

School Financials

We are committed to transparency of financial reporting and maintaining a balanced budget. Donations to the school are essential components of our income as a nonprofit.

*net of financial assistance

Thanks to the generosity of donors like you, we ended the year with a balanced budget. There are always unexpected needs that appear throughout the year, and your gifts helped us to meet the needs of students and teachers all year long. Thank you!

$29,563,000

Eagles Soar Campaign Update

a multi-year campaign

$37.8M

$30M GOAL

$10M GOAL

$7M GOAL

Eagles Soar Campaign

The most ambitious campaign Catlin Gabel has ever launched, Eagles Soar will propel our school forward while ensuring our tradition of progressive education continues. The investment we make now will extend the values and impact of a Catlin Gabel education for years to come.

Our vision is purposely focused on three strategic initiatives that will advance community building, enhance athletics and wellness, provide a new student dining commons, honor our alumni history, and support faculty excellence.

Our Three Campaign Priorities

Build the Community Center for Athletics and Wellness

$26.3m toward $30m goal

The new Community Center will become the heart of Catlin Gabel, promoting a sense of community and showcasing our alumni and history. It will serve as a gathering place, a location for dining, and an inspiration for generations of students of all athletic abilities.

Grow the Endowment

$6.4m toward $10m goal

Growing the endowment will ensure Catlin Gabel is accessible for more families, and that our school reflects the growing diversity of our community, both in our student body and in our faculty.

Strengthen the Catlin Gabel Fund

$5.1m toward $7m goal

This is our highest priority every year as it benefits the needs of today, supporting important annual campus improvements and allocating resources for classroom materials, as well as trips and activities.

Endowments

Endowment Areas

Endowed funds provide a constant, yearly revenue stream that helps Catlin Gabel maintain financial stability and plan for the future. Typically, endowed funds cover six percent of the operating budget each year.

The Catlin Gabel endowment currently has over $44M in total with 75 funds, which cover a variety of needs for the school. The majority of endowed funds contribute to financial assistance, academic programs, and professional development.

$44M fy24 endowment total

$1.7M fy24 endowment transfer

Catlin Gabel has worked with Angeles Investment Advisors to manage our endowment since 2002. The Endowment Committee (a volunteer sub-committee of the Board of Trustees) is tasked with overseeing and approving all aspects of endowment investments and annual transfers. Like many entities, the fluctuations in the stock market impacted the value of our endowment. Endowment Growth $30,321,281 $31,776,700 $34,386,720 $36,350,457 $35,154,534

Seeding the Future of Catlin Gabel

By establishing the new Bazemore Endowment for Environmental Sustainability, Tim and Lisa Bazemore are leading the effort to expand the school’s commitment to preserve and protect the natural world—and inviting others to join them

Why did you choose to focus your long-term support of Catlin Gabel on this area?

TIM: We want to ensure the curriculum and co-curricular offerings, and school operations, incorporate a sustained focus on this topic. Nature is the third teacher that provides opportunities to practice skills, gain knowledge, apply academic concepts to the natural

world, and understand the necessary and inevitable interplay of natural and built environments. We believe that time spent in and with nature fosters mental and physical health for all community members.

LISA: Disparate or episodic actions and activities help, but a centralized and institutionalized commitment that includes looking at needs and opportunities across the school and across the years will enable progress. It’s important to ensure a consistent analysis of processes, materials, and resources, and set annual and longterm goals.

What are some of the specific goals of your endowment?

TIM: The endowment will fund a coordinator position stipend to sustain this work and learning so this effort is not dependent on the waxing and waning of interested community advocates and champions.

LISA: As a complement to the endowment, which supports people and programs, we also will be making

a donation to help fund charging stations in the parking lot adjacent to the Community Center for Athletics and Wellness. This will be presented in the form of a challenge to raise funds for approximately eight stations. We want to invest in the tangible and visible energy infrastructure that supports our environmental sustainability beliefs.

With this endowment, do you hope to inspire others in the community to get involved?

TIM: We do hope our gift will attract additional support, and make our sustainability value more visible and durable.

Climate change is a primary issue of our time and it is urgent. We adults need to take responsibility for the impact we are having and not just leave it to the next generation to figure out. Catlin has the capacity to be a leader in this area—but we need the will and the resources. We and those who follow will be healthier, happier, and more closely connected to so much of what makes us human.

Lisa Bazemore and Head of School
Tim Bazemore

Josephine “Joey” Day Pope ’54

december 6, 1936 – october 2, 2024

A member of the class of 1954 of the Catlin School, as it was known then, Joey became an invaluable member of and advocate for the Catlin Gabel community. She devoted decades of her life in support of the school, our students, and our beautiful campus.

After graduating from Stanford in 1958, she came back to Portland to earn an elementary teaching certificate at Portland State University and served as a fifth-grade teacher at Catlin Gabel in 1959. In 1964 she married Peter Pope, and together they had four children. Their children and grandchildren also attended Catlin Gabel. Amongst her many roles, Joey served on the Board of Trustees for more than 10 years, including as President.

She was such an exemplary volunteer that in 1992 the school named its annual volunteer service award after her and installed

a sundial in her honor outside Dant House. Poppy Dully, former Director of Development and parent of alumni, described Joey as “A woman who gets in there and gets the job done. She is one of the exceptional women in our city and needs to be recognized as such.”

Former Head of School Jim Scott praised Joey as working “tirelessly to model and to promote a healthy volunteer ethic in the Catlin Gabel school community.”

In her time on the Board, she was proud of her work to reaffirm the school’s traditions of volunteerism, community service, and civic and social responsibility. She was a

supporter of the arts through her philanthropy and advocacy. She founded the Esther Dayman Strong Lectureship and formed the Honey Hollow Horticulture Volunteer Landscape and Maintenance Committee. Horticulture was a great passion of hers. She inspired volunteers to come together to care for the natural beauty found around campus.

During her tenure, Joey was a guiding force in the design, fundraising, and construction of the campus entrance. We are so grateful to her for making estate plans, and to her daughter Maria Pope ’83, for supporting the

school’s ongoing mission. Together they are funding a new arrival experience to campus as part of the Community Center for Athletics and Wellness — the Joey Day Pope Plaza. Head of School Tim Bazemore is “proud to have known Joey and humbled by her dedication to Catlin Gabel. Generations of Catlin Gabel families, alumni, and visitors will be reminded of Joey’s legacy and her commitment to our school community.”

Catlin Gabel today would not be the same without Joey’s tireless work. Her presence will be felt on campus and in our community for years to come.

Planned Giving: Create your Legacy

Many donors, like Joey Day Pope ’54, have made estate plans to leave a lasting legacy at Catlin Gabel. We are deeply grateful for the support of our alumni, families, employees, and friends.

Planned giving is a special way to express your gratitude for the pivotal role Catlin Gabel played in your life. By including us in your estate plans, you can help ensure that future generations have the same opportunities to learn, grow, and succeed. Through a planned gift, you can provide scholarships, fund innovative programs, support vital positions and buildings, and ensure the continued excellence of our school for years to come.

Some planned giving options may also provide tax benefits for you and your family, including bequests, charitable gift annuities, and charitable remainder trusts. By planning your gift now, you can ensure that your philanthropic goals are met and that your assets are distributed according to your wishes. We can work with you and your advisors to create a plan that aligns with your financial and charitable objectives.

Leaving a legacy through planned giving is a powerful way to express your values and make a lasting difference. It’s a testament to your belief in the power of education and your commitment to Catlin Gabel. Contact Advancement today to learn more about how you can create a legacy at Catlin Gabel. Please visit catlin.edu/plannedgiving or contact Nicole Rinetti-Clawson, Director of Advancement, at rinetticlawsonn@catlin.edu

Photos courtesy of Maria Pope ’83

Thank You

2023-24 Volunteers

We are grateful for the many ways our volunteers supported the Catlin Gabel mission this past year. Thank you to our extraordinary volunteers for their service. In addition to the individuals listed here, we wish to acknowledge the efforts of all Catlin Gabel volunteers.

board of trustees

Mark Holliday, Chair of the Board of Trustees

D’Artagnan Caliman ’91, Vice Chair

Nitesh Sharan, Treasurer

Kate Warren Hall ’93, Secretary

Derrick Butler, MD, MPH ’86

Mat Ellis

John Gilleland

Susie Greenebaum ’05

Melanie Harris

Amanda Hill

Juliet Hillman ’09

Alex Ho, PhD

Nkenge Harmon Johnson, JD ’93

Robert D. Kelly, Ph.D.

June Kim

Indira Nallakrishnan

Eneida Nemecek, MD

Kia Selley

Tyler Silver

Amelia Templeton ’02

Laura Tremblay, MD

Tim Bazemore, Ex Officio

Jay Mahajan, Ex Officio

Becky Lennon, PFA President

Maureen Reed, Faculty-Staff Forum Co-President

Eric Mandel ’99, Alumni Council President

John DiLorenzo ’24, 23-24 CGSA President

audit committee

Mark Holliday, Committee Chair

Stuart Ellis

Heidi Halvorsen-Bell ’88

June Kim

Eric Mandel ’99

Indira Nallakrishnan

Chris Park ’14

Peter Steinberger

bid committee

D’Artagnan Caliman ’91, Committee Chair

Maya Burgos, PFA Inclusivity Coordinator

Derrick Butler ’86, MD, MPH

Mayen Dada, PFA Inclusivity Coordinator

John DiLorenzo ’24, 23-24 CGSA President

Jack Ericksen ’25, CGSA Inclusivity Coordinator

Melanie Harris

Nkenge Harmon Johnson, JD ’93

Eneida Nemecek, MD

Laura Tremblay, MD

Mark Holliday, Ex Officio

capital campaign committee

Ingeborg Holliday, Committee Co-Chair

Mark Holliday, Committee Co-Chair

Luz Angela Gonzalez

Susie Greenebaum ’05

Kate Warren Hall ’93, Board Secretary

Alex Ho, PhD

John Kroger

Nicole Lee

Indira Nallakrishnan

Vanessa Peterson, MD

Tiffany Rosenfeld

Kia Selley

Tyler Silver

Michele Toppe

Jenny Turner

Yang Yang

endowment committee

Jay Mahajan, Committee Chair

Alix Meier Goodman ’71

Joe Hall ’97

Dirk Jonske ’02

Robert D. Kelly Ph.D.

Warren Rosenfeld ’73

Don Vollum ’84

Robert C. Warren, Jr. ’66

Mark Holliday, Ex Officio

Nitesh Sharan, Ex Officio

Deborah Schnitzer Novack ’66, Emeritus Member

enrollment & external relations comm

Mat Ellis, Committee Chair

David Dombrow

Lisa Ericksen

Julia Winkler Jacobson ’02

Becky Lennon, PFA President

Amelia Templeton ’02

Abby Tibbs ’96

David Newson

Karen Uretsky

Mark Holliday, Ex Officio

finance committee

Nitesh Sharan, Committee Chair

Eric Blackburn

Jill Eberwein

Zan Galton

John Gilleland

Kate Warren Hall ’93, Board Secretary

Jeff Manternach

Ewan Rose

Mark Holliday, Ex Officio

governance committee

Kate Warren Hall ’93, Committee Chair

Tim Bazemore, Head of School

D’Artagnan Caliman ’91, Board Vice Chair

John Gilleland

Susie Greenebaum ’05

Mark Holliday, Board Chair

Indira Nallakrishnan

Eneida Nemecek, MD

Jay Mahajan, Ex Officio

pfa executive council

Becky Lennon, President

Robin Janssen, Josh Bellish, Co-Vice Presidents

Irina Bearce, Treasurer

Neha Hewitt, Communications Coordinator

Caryn Dombrow, Robin Janssen, New Family Integration

Maya Burgos, Mayen Dada, Parent Inclusivity

Lori Ireland, Advisor

pfa bls representatives

Hannah Pscheid, Chelsea Lay, Preschool

Emily Medress, Anya Valentine, Kindergarten

Aly Smith, Veronica Carmenate, 1st Grade

Nisha Hall, Jared Kendal, 2nd Grade

Marnie Handel Bordley, Sun Park, 3rd Grade

Tanya Hill, Charlotte March, 4th Grade

Minna Yoo, Ashley McCarron ’95, Sam Braff, 5th Grade

Ellie Watts ’05, Thao Nguyen, BLS Coordinators

pfa middle school representatives

Yoon Richards and Luz Gonzalez, 6th Grade

Blake Deeds, Andria Shirk, 7th Grade

Ivy Chiu, Jennifer Bryne, 8th Grade

Marli Blasengame, MS Theater Coordinator

pfa upper school representatives

Jed Mitchell, Gina Condon, 9th Grade

Ashley Schaaf, Frances Perez, 10th Grade

Patricia Kozak, Cheree McNeil, 11th Grade

Tracy Stout, Alyssa Pace 12th Grade

Jenny Alvarez, Rachel Devlin, US Theater Coordinators

Tina Szczesniak, US Division Coordinator

pfa event coordinators

Samudra Kugel, JR Anderson, Heritage Day

June Kim, Spirit Coordinator

Marisa Mercer, Nicole Sasser, Spring Festival

alumni council

Eric Mandel ’99, President

Eliza Robinson ’24, CGSA VP

Paul Dickinson, former faculty

Len Carr ’75

Chris Dorough ’03

Erik Granum ’03

Joe Hall ’97

Debbie Ehrman Kaye ’73

Sid Pai ’18

Chris Park ’14

Elizabeth Sabin-Rouffy ’87

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