Catlin Gabel Annual Report 2021-22

The generosity and involvement of parents, alumni, and friends like you makes a Catlin Gabel experience possible for all students. This annual report demonstrates that there is no shortage of opportunities to create a meaningful impact at Catlin Gabel. I hope it serves as a tool for looking back on our accomplishments as a community, while also providing some insight into fulfilling your future philanthropic goals.

After almost three years of pandemic ups and downs, we welcomed a return to the engaging experiences and activities that define a Catlin Gabel education. Navigating the 2021-22 school year would not have been possible without your thoughtful guidance, volunteerism, and generous support. It was an exceptional year in which much was accomplished, including raising $2.2M for the CG Fund by June!

Philanthropy is what distinguishes Catlin Gabel. It is with continued support that our school remains the leading independent school in Oregon. Thank you for the many ways that you have contributed.

Nicole Rinetti-Clawson director of advancement

Philanthropy makes up 14% of annual income.

Year in Revie w

september 1, 2021-august 31, 2022

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.

Total Income $25,661,000 Tuition* $21,733,000

Gifts Used in Operations $2,221,000 Endowment Transfer $1,573,000 Other Income $134,000

We finished the year with a balanced budget thanks to donors like you. We met the challenges of the pandemic head on by planning for additional costs including a campus health coordinator, substitute teachers, and supplementary financial assistance.

Total Expenses $25,661,000 Salaries and Benefits $18,649,000

Administration Operating Costs $1,853,000 Reserve $1,818,000

Facilities and Transportation $1,487,000

Instructional Costs $981,000

Information Technology $588,000

East Campus $285,000

Philanthropy

$6.5M approximately raised since fy19, completed purchase of east campus

Total Donors by Year

Participation is so important, as all gifts add up and give the school flexibility to address immediate and long term needs.

Participation

5 % Global Education

There are a variety of funds within special priorities that provide students and teachers with access to unique opportunities, such as Model UN, restoration projects, and additional teaching supports.

Endowments

Endowment Areas

Endowed funds help Catlin Gabel maintain financial stability and academic excellence by providing a consistent revenue source, which is typically six percent of the operating budget each year.

4 % Teacher Appreciation

The Catlin Gabel Endowment currently has over $37M in total with 73 funds, which span a variety of areas. Financial assistance and professional learning make up a vast majority of our endowed funds.

Endowment Growth

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 valuate of our endowment.

Transfer Amounts

The Annual Transfer helps ensure a predictable annual budget to support financial assistance, professional learning, lectureships, global education, faculty salaries, and more.

$1.6M fy22 transfer $430K fy22 gifts to endowment

Connect with Us

Catlin Gabel’s advancement officers can help you find the most meaningful way to make a lasting impact at the school, including supporting pre-existing funds or establishing your own. The best way to begin is with a conversation. We look forward to working with you to bring your ideas to fruition. You may also reach any of us by calling the school at (503) 297-1894.

$1,317,740 $1,384,404 $1,420,879 $1,491,803 $1,573,071

Nicole Rinetti-Clawson Director of Advancement rinetticlawsonn@catlin.edu

Lea Trefsgar Development, Senior Director trefsgarl@catlin.edu

Meghan Pollard Associate Director of Advancement pollardm@catlin.edu

The Karl Jonske ’99 Memorial Endowed Fund

Creating an endowed fund is a gift.

In 2002, Karl passed away in a car accident during his fourth year at the University of Chicago. “It has been 20 years and the ache still remains, but you learn to live with it,” explains his mother, Nancy. Avid volunteers and donors to the Catlin Gabel School, Fred and Nancy Jonske knew they could reach out to find a way to share the memory of Karl. Within a year of his passing, and thanks to contributions from friends, family, and the Jonskes themselves, they made the decision to establish an endowment. It would become both a gift to the school and a tribute to the life of their son and his passion for books.

The Karl Jonske ‘99 Memorial Endowed Fund has since grown to more than $620,000 and provided thousands of library books and numerous visiting authors and lecturers to each of our divisions. The fund continues to grow with both contributions and investment earnings.

“At the end of the first grade,” his mother Nancy explains, “Karl discovered that books were filled with wonderful information and after that time he was never without one, or two, or more.” His father Fred describes him as having “a thirst for knowledge, eager to participate in new activities.” Karl would immerse himself in a wide variety of topics from Science Fiction to Latin. He enjoyed French, Japanese, comparative religions, and he thought Calculus was fun, but he also loved choir, theater, and sports. His classmates remember him fondly as being charismatic and having a “very unique sense of humor.” Fred recalls with a smile that “Karl would pull a book out from his back pocket at a sporting event.”

“It makes us so happy that Karl’s love of books can be shared with Catlin students for years to come. Creating an endowed fund is a gift,” says Nancy. An endowment enhances the experiences

of current and future students, creating a living legacy. "If you have an interest, work with Catlin Gabel to establish an endowed fund now and add to it throughout your life with annual gifts, and possibly a planned gift through your will or estate,” adds Nancy.

Karl found the library to be a happy place of wonderment. “He thought Catlin Gabel libraries should rival Powell’s with options to explore,” his parents share. Karl fantasized about becoming an author and having his books on the shelves of libraries. Fred and Nancy reflected that “Karl may not have gotten the chance to place his own books and stories on the shelf, but through the endowment, he puts many books onto shelves to share.”

Why I Support CG

In gratitude for the excellent education my daughter received at Catlin, and for the generous financial assistance that made it possible. While my resources are limited, I donate to the fund every year.

In honor of my wonderful teaching partners, the staff who supported us, and our students over the years.

Hannah Whitehead

former faculty and parent ’90 and ‘94

To continue to do amazing work in shaping young people to make a difference in our world.

alumni ’92

I hope as many students as possible can have the advantage of the experiential education and value-forming experiences that Catlin Gabel provides. Personally, having the benefit of them has made a profoundly positive impact throughout my life.

In honor and appreciation of all of the wonderful experiences— educational, athletic, advising and otherwise of our student!

Jeff Wallace & Judith Belcher

parents ’23

We appreciate what Catlin Gabel is doing for our children and community.

parent ’22 and ’25

The education and community that Catlin provided our family was exactly what we were looking for, welcoming, diverse, progressive, challenging and full of opportunity. Our 13 years at Catlin meant and continues to mean so much to us.

In honor of all the behind-thescenes and unsung heroes at Catlin Gabel that make it such an excellent school!

parent ’18

Catlin has made an incredibly positive impact on my granddaughter as well as her parents in the time she has been there. I am very thankful for the Catlin Community and their dedication to the education of the whole child.

grandparent ’30

Carol Riede

Kathleen Berry

T. Taiger Murphy, AIA

Meghan Torrence

Melanie Piziali

Wai Lee

Mary Braun

current staff

parent ’08

alumni ’87

Thank You

2021-22 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

Indira Nallakrishnan, Chair

Mark Holliday, Vice-Chair

John Gilleland, Treasurer

Kate Warren Hall ’93, Secretary

Whitney Black

Derrick Butler, MD ’86

D’Artagnan Caliman ’91

Bart Eberwein, AIA

Arah Erickson ’87

Nkenge Harmon Johnson, JD ’93

Amanda Hill

Alex Ho, PhD

Ryan Luria

Julie McMurchie ’81

Eneida Nemecek, MD

Patrick O’Neill

Nitesh Sharan

Tyler Silver

Amelia Templeton ’02

Laura Tremblay

Tim Bazemore, Ex Officio

Lisa Ellenberg, Faculty-Staff Forum President

Jackson George ’22, CGSA President

Taylor Kaplan ’05, Alumni Council President

Aminata “Mimi” Radia Sei, PFA President

Don Vollum ’84, Ex Officio

advancement & enrollment committee

Amanda Hill, Committee Chair

Whitney Black

Trevor Edwards

Zan Galton

Alex Ho, PhD

Stephanie Luyties

Indira Nallakrishnan

Amelia Templeton ’02

Abby Tibbs ’96

Julia Winkler Jacobson ’02

audit committee

Mark Holliday, Committee Chair

Stuart Ellis

Heidi Halvorsen-Bell ’88

Indira Nallakrishnan

Peter Steinberger

inclusion and diversity committee

Aminata “Mimi” Radia Sei, Committee Chair

Derrick Butler, MD ’86

Bart Eberwein, AIA

Jackson George ’22

Nkenge Harmon Johnson ’93

Taylor Kaplan ’05

Ryan Luria

Julie McMurchie ’81

Indira Nallakrishnan

Eneida Nemecek, MD

Eric Rosenfeld ’83

Laura Tremblay

Ava Yu ’22

capital campaign committee

Ingeborg Holliday, Co-Chair

Mark Holliday, Co-Chair

Ashley Campion Semler

Alex Ho, PhD

John Kroger

Nicole Lee

Eric Rosenfeld ’83

Tiffany Rosenfeld

Tom Shipley ’87

Tyler Silver

Ryan Talbot

Michele Toppe

Kate Warren Hall ’93

endowment committee

Don Vollum ’84, Committee Chair

John Gilleland

Phil Hawley ’43

Fred Jonske

Jay Mahajan

Alix Meier Goodman ’71

Indira Nallakrishnan

Warren Rosenfeld ’73

Robert Warren, Jr. ’66

finance committee

John Gilleland, Committee Chair

Eric Blackburn

Jill Eberwein

Aline Garcia-Rubio ’93

Indira Nallakrishnan

Nitesh Sharan

Mel Tilkicioglu

Kate Warren Hall ’93

alumni council

Taylor Kaplan ’05, President

Eric Mandel ’99, Vice President

Len Carr ’75

Paul Dickinson, Former Faculty

Chris Dorough ’03

Erik Granum ’03

Joe Hall ’97

Debbie Ehrman Kaye ’73

Sid Pai ’18

Chris Park ’14

Elizabeth Sabin Rouffy ’87

Tom Tucker ’66, Former Faculty

Sarah Yu ’22, CGSA Vice President

pfa executive council

Aminata “Mimi” Radia Sei, President

June Fernandez, Vice President

Lori Ireland

Gen Kaady

Pam Lloyd

Jed Mitchell

Morgan Rich

Shana Sharan

Tina Szczesniak

Sarah Vincent

Gina Wand

cg fund ambassadors

Vanessa Peterson, Co-Chair

Stephanie Han, Co-Chair

Marli Blasengame

Stephanie Carlson

Cassandra Dickson

Jenny Lopez

Rachel Massey

Irene McNeely

Robin Skarstad

Ann Vo

Bob Warmkessel

Yang Yang

gala & auction co-chairs

Kim Bulkley

Jenny Potter

Nell Warren ’96, Art Chair