2018
Annual Report
Ensuring the Future ECPSF, an independent nonprofit 501(c)(3), is a supporting organization of the ECCF. 500 Main Street, PO Box 511 Eau Claire, WI 54701 Office: 715.852.3015 www.ecpsfound.org
Mission Dedicated to promoting education by fostering supportive relationships with the Eau Claire Area School District and the community; raising funds to provide learning opportunities for students, teachers and staff; and awarding grants for valueadded projects.
Vision Ensuring the Future
Contact Sarah C. French, Executive Director PO Box 511 Eau Claire, WI 54702 715.852.3015 (office) 715.852.3019 (fax) sfrench1@ecasd.us
2018-2019 Board of Trustees Dr. Blenda Yun, Chair Jim McDougall, Vice Chair Dustin Wiesner, Treasurer Grant Beardsley Ned Donnellan Mike Emberson Jenny Postlewaite Fesenmaier Kimberly Hill Dr. Jeff Jones Heather MarketSullivan Jennifer McHugh Dave Morley Becky Noland Flo Sheridan
Ex-Officio Dr. Mary Ann Hardebeck Superintendent Dr. Lori Bica School Board Representative Past Chairs Dan Market (2011 - 2015) Charles Grossklaus (2015 - 2017)
Types of Funds Unrestricted
Donor Advised
• Allows ECPSF to fund grants that meet the school district’s most pressing needs.
• Allows donors to recommend grants to the specific schools closest to their hearts.
• Honors a person, family, or business by making grants in their name.
• Offers benefits similar to those of a private foundation without the burden and cost.
• Flexibility leaves a valuable legacy of educational impact.
• Can involve family members in generational philanthropy.
Scholarship
Field of Interest • Allows donors to support one or more of their favorite schools, activities, athletics, or programs forever.
• Allows donors to support graduating high school students for post-secondary education costs.
• If the chosen school or project ceases to exist, ECPSF will redirect the fund’s grants to a similar school or project within the school district.
• Memorial and North High Schools’ scholarship review committees match the fund’s focus with the best applicants.
• Strengthens financial support for the schools and programs that focus on the donor’s area of interest.
2018 Assets Held in Each Fund Type:
• Can support one or more students, high schools, even specific majors of study.
4% Donor Advised 9% Field of Interest 15% Unrestricted
16%
Pass-Through
1% Acorn 2% Designated 53% Designated Scholarships
Funds for Today The Funds for Today support projects and initiatives that meet current student needs. They include a Greatest Needs Fund for each school in the district, which addresses each school’s greatest needs as assessed by the school principal and approved by the ECPSF Board of Trustees. Gifts to these Funds have an immediate and
Endowed Funds for the Future Endowed Funds for the Future and Quasi Endowed Funds for Tomorrow safeguard the principal of all the funds into perpetuity, while their earnings are available on an annual basis to support school programs, scholarships,
beneficial impact on ECASD students.
or special projects as well as to assist students in need.
Border Battle- an extension of Homeless Children & Youth Fund
will benefit.
ECPSF Fund for Today Dream Act Fund ECPSF Operations Fund
Golden Apple Fund Homeless Children & Youth Fund
Math Teachers Circles Fund Night to Fight Hunger Fund -an extension of Fight Against Hunger Fund North & Memorial All Night Graduation Party Fund Prairie Ridge Fight Against Hunger Fund
Because of these Funds, students now and into the future
Artist in Classroom Fund Brighter Futures Scholarship Fund
Joanne Marie Sommer Scholarship Fund
Caravan Scholarship Fund
Market Family Education Fund
Connie Ulrich Women’s Athletics Fund DeLong Middle School Endowment Fund
McKinley Charter School Post-Secondary Success Fund
ECPSF Endowed Fund for the Future ECPSF Fund for Tomorrow Eric Mosel Scholarship Fund Homeless Children & Youth Endowment Fund J. Murphy STEM Scholarship Fund
Featured Fund For more than 16 years, Longfellow Elementary School’s after-school program has been providing academic support and enrichment for students. But when the federal grant that funded the program was abruptly cut in 2018, the community came together. An anonymous ECASD retiree made a high-impact gift to establish Longfellow’s JRLC Fund, a quasi-endowed fund to support the program’s needs. The retired teacher is proud to support Longfellow. “Having seen the program in person, I know how much it helps the kids,” she shared. “The volunteers who give their time and energy cannot be thanked enough, but the practical side costs money. I’m happy and proud to contribute to that.” Her incredible generosity inspired an outpouring of community support, including additional major gifts, allowing the JRLC after-school program to remain open!
Longfellow’s JRLC Fund
Memorial Class of ‘58 Endowment Fund Niemuth Family Giving Tree Fund Ross Proctor Music Scholarship Fund Ruth Girnau Scholarship Fund Terry and Flo Sheridan Education Fund
7 New Funds!
Featured Grant Each year, ECPSF awards grants to schools to provide students with value-added learning opportunities. One 2018 grant supported an impactful field trip for Mr. Phelps’s Memorial High School biotechnology students to visit UW–River Falls to learn more about the university’s biology and engineering programs. The Old Abes valued working directly with UWRF students in the lab. “It was super cool to see what they were working on in real time,” one of Mr. Phelps’s students shared. “And so great to hear from university students; they provide a relatable perspective for us!” Mr. Phelps appreciated being able to offer his students a new look at possibilities beyond graduation. “It was wonderful to expose my students to post-secondary science, especially the role that research plays in the next step of their academic growth,” Mr. Phelps shared. “Thank you to ECPSF for inspiring my students to become the next generation of innovators and leaders in this dynamic field!”
Grant Listing
Record granting year!
Schools and Partnerships: Chippewa Valley Montessori Charter School • Odyssey of the Mind Finals
DeLong Middle School
• School-based mental health • Knight’s Faire drumming and dancing • Field Trip: Family Consumer Science Conference, Menomonie
Eau Claire Area School District
• Border Battle Golf Outing • Annual 5th Grade Track Meet • Friends of the Library book sale • Homeless program needs: Adopt-ABackpack, winter gear, transportation, etc. • 2018 North High Dance Team Scholarships • 2018 Brighter Futures Scholarships
Longfellow Elementary School • Field Trip: Science Museum of Minnesota • Field Trip: Highground Veterans Memorial • CLC after-school program enrichment • CLC after-school program field trips
Manz Elementary School
• Award-winning author illustrator, Duncan Tonatiuh, visit • GoZen! online tool for anxiety relief programming • Field Trip: EC Children’s Theatre
McKinley Charter School
$124,121
North High School
• Recording studio creation from old practice room • AP exam fees for students in need • Art supplies • All-night graduation party
Northwoods Elementary School
• Singing Eagles after-school choir • Special education shoebox task kits • Special education classroom supplies • 1st and 2nd Grade Bare Books • 2nd and 4th Grade classroom grants
Robbins Elementary School • Odyssey of the Mind Finals
• Dig-It garden • Student ambassadors club • Makers’ space • Student landscaping project
Roosevelt Elementary School
• Annual food pantry partnership • Food shelf and school garden supplies
Meadowview Elementary School
Sam Davey Elementary School
Flynn Elementary School
Memorial High School
Feed My People Food Bank
• Artist in the Classroom • Field Trip: EC Children’s Theatre (3) • Field Trip: Walker Art Museum • New Kindergarten classroom rugs
Lakeshore Elementary School
• Opera for the Young • Field Trip: UWEC Theatre • Field Trip: Feed My People Food Bank • Smartboards for classrooms
• Field Trip: EC Children’s Theatre • Field Trip: Future Farmers of America convention • Field Trip: St. Paul Chamber Orchestra Music Concert Series and workshop • German band concert and workshop • Eco Warriors prairie creation • All-night graduation party • Old Abe Hall of Fame plaques
• Teaching guide: native people of Wisconsin • Odyssey of the Mind Finals • Field Trip: Mabel Tainter Theatre • Field Trip: paper mill and newspaper • Field Trip: Como Zoo and Minnesota Orchestra
Sherman Elementary School • Story grammar markers
South Middle School
• Field Trip: Guthrie Theatre, Minneapolis • Odyssey of the Mind Finals
Highlights ECPSF supported :
$21,000+
$48,000+ in support and supplies for students in need!
in scholarship support for students pursuing postsecondary education
ECASD accomplished :
85%
AVERAGE
of 2018 grads earned post-secondary credits while in high school.
ACT SCORE
: 22.1
Exceeding both the state (20.5) and national (20.8) averages.
31
additional field trips and immersive experiences!
Awarded as a District of Distinction Honoree for Summer School: Removing Barriers for ALL Learners
Featured Scholarship Thidarat Yang, North High School Class of 2018, is a proud J. Murphy STEM Scholarship recipient, studying engineering at UW–Madison. Ms. Yang, a firstgeneration college student, is grateful for the opportunities this scholarship provides her. “This scholarship has helped me so much, allowing me to focus on my classes.” The J. Murphy STEM Scholarship Fund, founded by an anonymous donor with a passion for helping students pursue STEM careers, is a unique opportunity available only to ECASD students. Each year, one graduating senior receives an incredible $10,000 scholarship to apply toward college tuition and fees, renewable up to four years. Ms. Yang is majoring in engineering and has a bright future. “I study engineering to answer questions and improve the quality of life.” Thidarat Yang North High School Class of 2018
Scholarships: Chapman University
Milwaukee School of Engineering
University of Minnesota
• Ruth Girnau Scholarship for Katerina Kotar
• Caravan Scholarship for Katie Dasher
Chippewa Valley Technical College
St Cloud State University
• Ross Proctor Scholarship and Ruth Girnau Scholarship for Emma Polden • Ruth Girnau Scholarship for Emma Lauer
• Eric Mosel Scholarship for Jack Carruth
• Eric Mosel Scholarship for Mason Phillips
• Ruth Girnau Scholarship for Tou Ger Vue
University of Minnesota-Duluth • Joanne Marie Sommer Scholarship for Brooke Riley
University of Wisconsin-Madison • J. Murphy STEM Scholarship for Thidarat Yang
Leave a Legacy for Learning Does your commitment to education in Eau Claire extend beyond your ability to make a current cash gift? If so, please consider remembering ECPSF in your estate plan. Planned gifts come in many shapes and sizes, and can benefit our schools in any way that you wish to leave your legacy. Your gift can support our mission, can further an existing fund, or can establish a new fund to support your specific area of educational interest. All who establish a planned gift to benefit ECPSF become members of the Legacy Society.
Types of planned gifts: “The Eau Claire Public Schools Foundation was created because there was a need created by the lack of funding for basic educational programs and supporting materials for our youth. Our dedicated teachers and staff were spending their personal savings to purchase needed supplies for their classroom.”
-Charlie Grossklaus
“It’s important to support our students and teachers for needs that our budget can not meet. We take pride in the quality of public education in Eau Claire and want to continue to help maintain it.”
Charitable Gift Annuity
Bequest by Will Life Insurance Retirement Plans
Charitable Remainder and/or Charitable Real Estate
We welcome you to contact us to discuss your goals in supporting education. In all cases, please also seek the advice of your attorney, financial planner, accountant or other estate planning professional.
Become a Charter Member of our newly formed Legacy Society:
Anonymous (2) Ruth Girnau* Charles & Becky Grossklaus Rick & Carol Olson Corrine (Connie) Ulrich*
Please contact us if you would like to learn more about becoming a Charter Member by including ECPSF in your estate plan.
*Denotes deceased
-Carol Olson
Golden Apple The Golden Apple is awarded annually by nomination of school staff peers and distinguishes one outstanding educator in each of the Eau Claire Area School District’s 20 schools. ECPSF partners with WEAU 13 News and with generous area businesses to sponsor unrestricted grant funding for each honoree and school to use for student impact in their buildings. Honorees have used their grant funding to support playground equipment, field trips, classroom supplies, and more!
Front row, from left: Heather Hernandez, Linda Brown, Deb Schretenthaler, Michelle Hrudka, Celena Smith-Reuter, Angie Nelson, Cathy Steidl, Melissa Greer, Amy CarlsonSather, Sarah Loback, Barb Redman. Second row, from left: Brad Sommer, Stacy Wisse, Keith Haugen in honor of his wife Katie, Kari Holloway, Holly Larson, Dave Reidt, Lars Long, Amy Daw, Beth Mule.
Financial Report Statement of Financial Activity
Statement of Financial Position Assets
2018*
Checking and Money Market
$
$
2017
353,876
Support & Other Revenue Contributions to Funds
1,455,324 5,000
1,175,943 6,000
Contributions to Operations
$ 1,792,288
$ 1,535,819
Administrative Fee Revenue
Investments Pledges Receivable Total Assets
331,964
Restated
Investment Gains (Losses) Total Support & Other Revenue
Liabilities & Net Assets $
Other Liabilities
2,325 2,325
Total Liabilities Beginning Balance of Net Assets Change in Net Assets Total Liabilities & Net Assets
$
2,406
Grants & Expenses
2,406
Grants
1,533,413
1,303,243
256,550
230,170
$ 1,792,288
$ 1,535,819
Restated
2017
$ 508,967
$ 224,208
58,756
4,478
(99,956)
156,963
6,614
5,473
$ 474,381
$ 391,122
$ 124,121
$ 58,688
Program Expenses
14,390
32,340
Operating Expenses
46,009
43,196
Administrative Fees Paid to ECCF
21,255
16,890
Administrative Fees Paid to ECPSF
6,614
5,473
Investment Management Fees
5,442
4,365
Total Grants & Expenses
*2018 Unaudited
2018*
Change in Net Assets
217,831
160,952
$ 217,831
$ 230,170
Founding Partners for Education The Eau Claire Public Schools Foundation wishes to thank the Founding Partners for Education who generously established a strong base of support through leadership gifts to the ECPSF Fund for Today & the ECPSF Endowed Fund for the Future. Jerry & Jane Johnson Wendy Sue Johnson Jeff & Karen Jones Jack & Sally Kaiser Mary Beth Kelley-Lowe & Scott Lowe
Anonymous (2) Dean J. Arnold Louis G. Arnold David & Gail Barnes William & Beth Blackburn Steven Brimmer Greg Caucutt & Amy Carr Caucutt Patricia Cigan Trish Cummins & John Plewa Kathryn Proctor Duax & David L.F. Duax* Ken & Lori Faanes Mark & Donna Faanes Jim & Lynn Fering Thomas & Monika Fiedler Mike Graf & Lisa Stelter Graf Charles & Becky Grossklaus Wayne & Carole Halberg Christine Hambuch-Boyle & Stephen Boyle Family Mary Ann & Herb Hardebeck Slavko & Elizabeth Ivankovic
Harold ‘Diz’ Kronenberg Marv Lansing & Nancy Kraft Dan & Debbie Market Jef & Eileen Munger Family David E. Richie Terry* & Flo Sheridan Kirk & Wendy Strang Susan & Roger Tietz Skip & Jane Van Gorden Family & Friends of Michael J. Webb Ben & Lori Whitis Becky & Dave Wood Dr. Blenda Yun & Lane Biggs American Phoenix, Inc. Eau Claire North High School Athletic Booster Club
Eau Claire Seymour Lions Club First Choice Occupational Medicine & Disability, & Hebl Family Ken Vance Motors Lasker Jewelers, Lasker Family Macy’s Foundation Market & Johnson, Inc. Micon Cinemas, Mike & Connie Olson Family Northwestern Bank Scheels Wipfli Xcel Energy *Denotes deceased
Photos by: Jeff Thompson Layout & Design: Pa Yang