2015-2016 Report of Contributions

HOW DO WE MEASURE A YEAR? Report of Contributions

July 1, 2015-June 30, 2016

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93% 22% 90% of of families,

of alumni,

faculty and staff,

ROARED THEIR SUPPORT for this year’s Annual Fund.

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In the spirit of “How Do We Measure a Year,” this year’s theme for our Report of Contributions, we have illustrated our report with an array of fun and creative images representing the Lakeside community’s Annual Fund gifts and their impact on a number of school programs. Each gift plays a part in enabling our school to attract and retain outstanding faculty, provide financial aid to students, and offer enriching opportunities in athletic, global, outdoor, and arts programs. Whether your generosity is expressed here through a beautiful image, a clever pun, or both, your gifts inspire all of us who work hard to ensure that each of our students has a promising future.

So, good members of our donor community, thank you for the faith you place in all of us with every dollar you contribute to the school. We do not take your generosity and goodwill for granted, and we make every effort to use our resources wisely to offer our

LETTER FROM THE HEAD OF SCHOOL

Everyone counts

students a leading-edge education that will prepare them for the ever-changing world of the 21st century. We continually examine every program of the school, and we bring in outside review teams and make changes when we feel it is necessary—most recently in the language, PE, and arts departments.

We also spent time and energy last year developing a master plan for the campus. Given the projected growth in the Seattle area over the next 20 years, we know that Lakeside will grow at some point and we are planning now for that growth. The planning for our performing arts initiative is also well underway.

A lot is happening on campus and none of it would be possible without the generosity of our school community. Thank you so much for your support of the school!

Our gratitude is immeasurable.

Cordially,

Bernie Noe P’07 ’09 Head of School

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BOARD OF TRUSTEES | VOLUNTEERS 2015-2016 2

BOARD OF TRUSTEES Theiline ‘Ty’ W. ’78 Cramer P’05 ’06 ’08 ’12, Chair Natasha Smith ’89 Jones, Vice Chair Peter M. Polson ’91, Immediate Past Chair Stephen V. Sundborg, Secretary Mark Klebanoff ’80 P’10 ’13 ’16, Treasurer Rodney A. Bench P’03 ’04 ’06 ’07 ’11 ’12 ’14 Carmen Best P’11 ’13 Robert M. Helsell ’55 P’81 ’82 ’87 ’98 GP’11 ’17 Lynn Hogan Michael Larson P’12 ’14 ’16 Mona Locke P’15 ’17 Connie Mao P’13 ’15 ’18 Crystal Ondo ’99 Wendy Ruppel P’14 ’16 Carey Crutcher ’77 Smith P’11 ’14 Edward Taylor Bertrand Valdman P’17 ’20 David W. Wiley ’71 P’01 ’03 ’06

VOLUNTEERS Parent and Guardian Fundraising Volunteers

Randy Jack P’19 ’21, Head’s Circle Co-chair Madeleine Valdman P’17 ’20, Head’s Circle Co-chair Peri Altan P’19, Leadership Circle Co-chair Robert Kirkman P’17, Leadership Circle Co-chair Marsi Gorman P’20, Middle School Chair Sandy Bubalo P’18, Upper School Co-chair Wright Dickinson ’88 P’18, Upper School Co-chair Timothy and Gina Anstey P’18 Michelle Bautista P’20 ’22 Sherie Bernardez P’16 ’18 Lisa Boom P’20 Gakyung Chung P’17 Jim and Lisa Crisera P’19 Ami Desai-Mehta P’19 Richard Draves P’16 ’18 Jeff ’82 and Stacie Durbin P’16 ’18 Qinghua Feng P’17 ’20 Dhiren and Helen Fonseca P’17 Teri Franklin P’19 ’23 P: Parent/Guardian GP: Grandparent (D): Deceased

Gigi Ryan ’80 Gilman P’19 Patricia Cook ’82 Graesser P’13 ’16 Leslie G. Haeger P’12 ’16 Shi Harrington P’19 Lisa A. Hollomon P’17 ’21 Tom and Fiona Honeybone P’20 ’21 ’23 Tim Kirley P’16 ’18 ’22 Mini Kumar P’16 Nancy Jenner ’89 MacCormack P’21 Louisa Malatos P’17 David J. Malcolm P’18 Peter and Tricia Nora P’18 Hwa Park P’20 ’22 John Powell ’81 P’15 ’17 ’20 Gautham Reddy P’19 ’20 Saritha Reddy P’20 Steven Rothrock and Tessa Keating P’17 ’17 Laura Selipsky P’16 ’18 Madeline Sten P’16 Jane Stonecipher P’13 ’17 Korynne Wright P’10 ’16 Chen Zhao P’22

Alumni Fundraising Volunteers

Claudia Y. Hung ’89, Alumni Giving Co-chair Autumn Bradley ’93 Roth, Alumni Giving Co-chair James C. Allard ’84 P’17 ’21 Richard E. Bangert ’67 Blake M. Barrett ’02 Casey E. Castaneda ’87 Garrison D. Deal ’68 P’99 ’02 ’04 Trea Schocken ’95 Diament Athena Makratzakis ’94 Dickerson Ben Drachman ’13 Edward B. Dunn II ’70 P’06 Patrick W. Dunn ’65 P’95 Erin Collins ’89 Gustafson John Hammarlund ’79 Cameron S. Hazen ’67 Robert M. Helsell ’55 P’81 ’82 ’87 ’98 GP’11 ’17 Joan Hsiao ’82 P’13 ’15 Gabriel Joseph ’14 Kevin Ke ’09 Sarah Y. Koo ’06

Mary Kuper ’14 Vanessa Brewster ’99 Laughlin Bethany Mito ’96 Lee Sarah Leung ’94 Nicholas A. Manheim ’98 Joseph K. Min ’12 Michelle Moore ’02 Morrison G. Richard Morry ’61 Michael J. O’Brien ’86 P’16 ’19 Ulrike I. Ochs ’81 John D. Patton ’88 Lindsay Clarke ’92 Pedersen Reid W. Rader ’03 Vidya Rajan ’09 Peter J. Rasmussen ’07 Scott G. Reed ’85 Spafford Robbins ’77 Lisa Dodobara ’97 Simpson P. J. Smith ’91 Natalie C. Spach ’12 Allison Chinn ’89 Spiess William G. Sroufe ’68 Michael Stennis ’05 Mark J. Stiefel ’76 Ishani T. Ummat ’13 James Vogl ’15 Elizabeth Wade ’11 Henry M. Whitney ’44 Jenny Mowrer ’00 Womack Eugene Yi ’04 Shawna Zhou ’15

Lakeside/St. Nicholas Alumni Board 2015-2016

Crystal Ondo ’99, President Artemios S. Panos ’85 P’22, Immediate Past President John Hammarlund ’79, Mission and Governance Chair Meghan Mullarkey ’98 Kiefer, Activities Chair Daniel Jeffrey Shih ’90, Connections Chair Bruce V. Bailey ’59 P’09, Lifetime Honorary Member Sophia Calderón ’00 Michelle Chang ’90 Chen

Kate Coxon ’01 Meredith W. Dorrance ’87 Maurice R. Drayton ’89 Kathryn Jobs ’81 Gerke Christine Gilbert ’07 Deanna D. Hobson ’93 Claudia Y. Hung ’89 Trevor Klein ’03 Sadie E. Mackay ’09 Alexa Helsell ’98 McIntyre Tyler M. Moriguchi ’91 Alexander J. Oki ’08 Kjell Oswald ’92 Trevor S. Parris ’97 Hana E. Rubin ’93 Donald P. Van Dyke ’02 Brandon Vaughan ’06 Lauren Deal ’99 Yelish

Planned Giving Advisory Council

Thaddas Alston P’00 ’03 Sanford Bernbaum ’60 P’88 Sarah Bellows ’97 Bowman Jolene Cox P’11 Jim Flaggert P’22 William Fleming ’74 Robert Helsell ’55 P’81 ’82 ’87 ’98 GP ’11 ’17 Lynn Hogan Christopher Prentice ’86 P’16 ’19 Kevin Scudder P’13 ’17 Laura Shifflette ’73

Faculty and Staff Campaign Andy Law, Co-chair Cathy Martin, Co-chair

2,624 donors

PLAYED A PART in this year’s Annual Fund.

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2015-2016 FINANCIAL REVIEW

Figures are unaudited as of press time. Audited figures will be available in November 2016.

63% Tuition and fees $20,368,725

OPERATING REVENUES

$32,334,427

OPERATING EXPENSES

$32,334,429

ENDOWMENT POLICY: To ensure long-term sustainability, the Board of Trustees has adopted a spending policy of between 4 percent and 5 percent of a 12-quarter, rolling average market value, ending on June 30, 2015. In fiscal year 2015-2016, this amount was $7,790,424. The total endowment on June 30, 2016 was $193,521,554.

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Report of Contributions 2015-2016

ENDOWMENT DISTRIBUTION

BY PURPOSE

$7,790,424

($6,456,607 awarded in financial aid)

24% Support from endowment $7,673,191 8% Contributions from Annual Fund and Parents

and Guardians Association $2,603,881

5%

Auxiliary services/Other $1,688,630

57% Educational programs $18,581,593 17% Administration $5,496,277 14% Facilities $4,478,809 6% Auxiliary services $1,902,718 6% Technology $1,875,032

46% Financial aid $3,573,670 28% Educational excellence $2,214,513 14% Faculty and staff excellence $1,120,620 10% Unrestricted $764,388 2% Campus stewardship $117,233

WE SCALED NEW HEIGHTS with the help of

222

leadership donors.

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109 parent, guardian, and alumni fundraising volunteers

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SANG LAKESIDE’S PRAISES.

1,972 handwritten letters started a

CHAIN REACTION OF GIVING at the fall notewriting breakfast.

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52% of the Class of 2016 CAME TOGETHER

to support the Annual Fund.

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642 donors

WENT THE DISTANCE,

giving to the Annual Fund 10+ years consecutively.

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251

first time donors

GOT THEIR FEET WET. 10

Everyone’s support

ADDED UP

$2.36 M

to donated to the Annual Fund. Thank you!

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14050 1st Avenue NE Seattle, WA 98125

UPCOMING EVENTS Belanich Family Speaker on Ethics and Politics: Karl Rove and Howard Dean Sept. 28, 2016, 7 p.m.

BMGI Speaker Series on Economics: Austan Goolsbee Nov. 2, 2016, 7 p.m.

T.J. Vassar ’68 Alumni Diversity Celebration Nov. 15, 2016, 6 p.m.

Upper School Grand Day Nov. 23, 2016, 8 a.m.

Mark J. Bebie ’70 Memorial Lecture: Jelani Cobb Feb. 15, 2017, 7 p.m.

Seattle Area Alumni Reception

LAKESIDE SCHOOL CONTACTS Middle School office

206-368-3630

Upper School office

206-368-3600

Development and alumni relations

206-368-3606

March 22, 2017, 7 p.m.

Admissions and financial aid

206-368-3605

Lakeside Rummage Sale

Parents and Guardians Association

206-440-2740

March 8, 2017, 6 p.m.

Dan Ayrault Memorial Endowed Lecture: Dottie Metcalf-Lindenburger

March 25, 2017

Arts Fest

www.lakesideschool.org

May 24, 2017

Class of 2017 Commencement June 8, 2017

Reunion dinner hosted by Lakeside for classes ending in 2 and 7 June 9, 2017

Every effort has been made to include all donors to the school between July 1, 2015 and June 30, 2016 in this annual report. If you notice an omission or error, please contact the development office at 206-368-3606 or development@lakesideschool.org to help us correct our records. Thank you.

Photos by Clayton Christy, Mike Lengel, Chip Mehring, Lindsay Orlowski, and Tom Reese.

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