ANNUAL REPORT 2012–2013
CONTENTS Board of Trustees’ Message.......................... 3 Administrator’s Statement............................. 4 College of Teachers..................................... 5 Treasurer’s Report........................................ 6 Operating Revenue & Expenses.................... 7 Parent Guild Report..................................... 8 SWS Endowment & The Waldorf Cup........... 9 Class of 2013: Post High School Plans........10 Donor Recognition....................................14
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BOARD OF TRUSTEES’ MESSAGE Board of Trustees Jill Rulon Russ Branson Lawrence Olson Isabelle Tabacot Jonathan Winfield Andrew Murray Daniel Whitney Dave Herbert Brian Probst Christina Morkner-Brown Brian Bertossa Forest Vickery
This past year, we have continued with a theme of transition and change. Our faculty, staff members, and volunteers stepped up to meet challenges and any needs with assuredness and incredible support. I thank all who carried our school during the course of the year, a true demonstration of our strength and ability to work collaboratively. On behalf of the Board of Trustees, I am grateful to this community for their talents and commitment to our school. I also marvel and appreciate the many tremendous ways in which our alumni participate throughout the world.
I wish to acknowledge all of our donors for their contributions, which have furthered the work of our school and supported our tuition assistance needs for all of our children. We are a tremendously vibrant and strong community. We are rich in our heritage and capacity to offer a comprehensive Waldorf education and are therefore leaders in the Waldorf movement.
Jill Rulon
President, Board of Trustees
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ADMINISTRATOR’S STATEMENT The year of 2012–13 was a year of discovery for the school. Many members of the school pulled together to shoulder the work. Because the school was without an administrator for the year, we spent time in conversation between the Board of Trustees and the College of Teachers to re-envision our school structure. As a result of much fruitful work, we re-drew our organizational chart and hired a new administrator, Paul Carlson, who began work at the school in May. Throughout the year, we were grateful for the support of our Board Executive Team of Jill Rulon, Lawrence Olson, and Russ Branson.
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All three stepped in to hold the school and guide the administrator search process. We feel very fortunate to have a community that is stable, strong and looking forward to the future.
Sharon Caraccio
High School Coordinator
Julie MacArthur
Lower School Coordinator Paul Carlson Administrator
COLLEGE OF TEACHERS The College of Teachers, in collaboration with the Board of Trustees, met together throughout the year to shape a vision for the structure and future of the school. This work helped to guide the search for a new administrator for the 2013-2014 school year and also refined the scope of our duties. The College of Teachers leads the pedagogical and spiritual life of the school. Each meeting begins with study. In reconnecting to our purpose, the College chose to study the book Towards the Deepening of Waldorf Education: Excerpts from the Work of Rudolf Steiner Essays and Documents. We found the book to be a useful guide for the year.
The College began a review of schoolwide programs and will continue this work as we re-enliven the curriculum every year, meet the needs of children today, and are guided by the indications of Rudolf Steiner. Questions were posed to several programs that were discussed by the teachers and then presented in a series of meetings with the College. Programs reviewed this past year included: Art, Therapeutic Eurythmy, Music, Gardening, and Movement. College of Teachers members are experienced faculty and staff who have made an extra commitment to carry out this work for the School.
Jody Arthur Valerie Leksich Sharon Caraccio Julie MacArthur Marion Downey John Petering Nicole Fields Megan Sullivan Ann Landgraf Isabelle Tabacot
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TREASURER’S REPORT The Sacramento Waldorf School met all of its financial obligations and continued to operate from a position of strength as it weathered changes in the development and administrator offices. A cash draw of approximately $45,000 reflected the School’s commitment to protecting program and curriculum, while investing, as necessary, in our facilities.
Lawrence Olson
Treasurer, Board of Trustees
OPERATING REVENUE & EXPENSES Gross Tuition and Fees $5,367,736 Development Income $267,047 Program Income $229,056 Facility Rental $31,434 Other & Interest ($3,027) TOTAL INCOME $5,892,246 Financial Aid & Discounts ($1,172,994) NET REVENUE $4,719,252 Academic & Student Programs $3,359,901 Administration & Support Services $685,174 Facilities $810,772 TOTAL EXPENSES $4,855,847
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OPERATING REVENUE & EXPENSES REVENUE
EXPENSES
Gross Tuition and Fees
Academic & Student Programs
Financial Aid & Discounts
Administration & Support Services
Development Income
Facilities
Program Income Facility Rental Other & Interest
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PARENT GUILD REPORT 2012/2013 Parent-Guild Class Representatives The Parent Guild supports our community by providing volunteers and refreshments at many school functions, holding faculty/staff appreciation luncheons, school-wide lost and found, liaising with administration and sponsoring adult education. Harvest Faire was a tremendous success, generating approximately $14,000 for the new 3rd/4th playground, yearbook, and leather-work classes. Nomination, selection, and recommendation of two new members to the Board of Trustees occurs every three years. This year, Dani Roth, a parent community-at-large member, and Grant Baker were selected as new members. 8
RRK - Sharon Bertossa WRK - Grant Baker 1st - Angelina Atkins 2nd and Treasurer - Mario Pineda 3rd - Michelle Strain 4th - Terri Stewart 5th - Katie Day 6th - Fred DeLeon 7th - Pollyanna Cooper-LeVangie 8th - Julia Dickson 9th - Janae’ Olson 10th - Sadhna Ram and Madhu Ram 11th - Mooniek Seebregts, Valerie Knight-Williams, and Deborah O’Bryon 12th - Adale VanDam, Nancy Weiner BOT - Christina Morkner-Brown Chair - Allison Cooper Chair Emeritus - Janae’ Olson
SWS ENDOWMENT & THE WALDORF CUP
BENEFIT THE SCHOOL! JOIN YOUR FRIENDS! JOIN THE FUN!
Third Annual
Monday, May 12, 2014 ANCIL HOFFMAN GOLF COURSE 6700 Tarshes Drive · Carmichael, CA 95608 GolfAncilHoffman.com
SCHEDULE OF EVENTS 11:00 am: Registration & Open Driving Range | Bloody Mary Bar Opens | Box Lunch 11:30 am: Putting Contest 1:00 pm: Shotgun Start 6:00 pm: Cocktail Hour
The SWS Endowment was created to support future generations of students and faculty and will last into perpetuity. The 2013 Waldorf Cup Golf Tourney was held in May at Ancil Hoffman Golf Course. The net income of $45,484 was contributed to the endowment.
Thank you for providing gifts of time and money that will open SWS’ doors to students who would not otherwise be able to attend and for supporting our outstanding faculty.
7:00 pm: Awards & Banquet
ALL PROCEEDS BENEFIT:
Sacramento Waldorf School
FOR INFORMATION CONTACT:
Andrew Murray 916.712.7700 | andrew.murray85@gmail.com Roland Hovland 916.222.7106 | coophov@gmail.com
Endowment
Please save the date for next year’s Waldorf Cup to be held May 12, 2014 with a goal to provide $60,000 to the SWS Endowment.
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CLASS OF 2013: POST HIGH SCHOOL PLANS
Bella Bravo Gap year doing internship, travel & college (Accepted to: University of Puget Sound, Drexel University, Mills College & UOP)
Kamilo Bustamante Once again, SWS students were offered substantial packages ranging from $6,000 to $220,000 in merit scholarship awards! This has been the most competitive year yet for our students in gaining admission to selective colleges and universities. We are very proud of the students’ effort to find and follow the best path toward their futures. Congratulations to all of our seniors!
Evergreen State College
Brooks Institute School of Photography (Also accepted to: California College of the Arts & Evergreen State College)
Brynn Anson
Seth Byrd
Nikolas Adamson
University of Southern California (Also accepted to: Occidental College, University of Denver, University of Colorado Boulder, University of Mississippi, & University of Puget Sound)
Liam Bass Humboldt State University (Also accepted to: CSU Channel Islands, CSU Monterey Bay & Hawaii Pacific University)
Shivani Bhakta Southwestern Community College
San Francisco Conservatory of Music (Also accepted to: University of Southern California Thornton School of Music)
Atli Cervantes Cornell University (Also accepted to: UC Davis, University of Florida, Juniata College, Knox College, Hofstra University, University of Hartford; waitlisted: Lafayette College)
Hazel Critchfield Gap year in Valparaiso, Chile & Seville, Spain (Accepted to: UC Santa Cruz)
Elijah Dawber Cabrillo College 10
Jack Dean Gonzaga University (Also accepted to: Northern Arizona University, San Diego State University, Colorado State University & CSU Chico)
Mia De Nardi Gap year in Denmark attending educational program (Gerlev Idratshojskole) & Chile afterward (Accepted to: Chapman University; waitlisted: Loyola Marymount University)
Jessica Duncan Mills College
Michael Egi CSU Chico (Also accepted to: San Jose State University)
Mark Foreman
Alex Grossman
Charlie Hammond
Embry-Riddle Aeronautical University (Also accepted to: University of Kansas & Montana State University)
American River College; Folsom Lake College next year for soccer program (Also accepted to: CSU Channel Islands & CSU Bakersfield)
University of Redlands (Also accepted at: Occidental College, University of the Pacific & CSU Chico)
Sarah Ghiorso
Ella Haberman
Ian Hemphill
UC Riverside
CSU East Bay (Also accepted to: CSU Channel Islands & CalPoly Pomona)
Gap year with AmeriCorps FEMA
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Marc Hermann
Leyna Kyle
Olivia Nelson Landen
Sierra College & American River/Folsom Lake Colleges
Gap year (Camphill in Northern Ireland); then Eckerd College fall 2014 (Also accepted to: UC Santa Cruz, Earlham College, St. John’s College, Lewis & Clark College, San Diego State University, CSU Channel Islands, CSU Long Beach, CalMaritime, Hawaii Pacific University, Millsaps College & Savannah College of Art & Design)
Gap year in Germany; then Evergreen State College fall of 2014 (Also accepted to: Seattle University, Art Institute of Portland & San Francisco State University)
Maren Jostad-Laswell Gap year in Sogndal Folkehogskule, Norway (climbing & skiing program). Alaska Pacific University in fall 2014. (Also accepted to: University of Oregon, Northland College, Warren Wilson College & New College of Florida)
Alex Kovar CSU Sacramento
Austin Kozlowski Gap year, then UC Davis for fall 2014 (Also accepted to: UC Santa Cruz)
Kaitlin Kozlowski Gap year (internships in dog training, handling & veterinary), then UC Davis for fall 2014 (Also accepted to: Humboldt State University, UC Santa Cruz & Whittier College)
Lana Lief Antioch College (Also accepted to: University of the Pacific, University of Puget Sound, Lewis & Clark College, Kalamazoo College, UC Merced, Reed College & UC Davis)
Duncan Malone American River College (Also accepted to: Hawaii Pacific University, University of Manoa, Lewis & Clark College, & University of Redlands)
Samantha Mellon Gap year (teaching children in Uganda); then Central Oregon Community College
Beau Null Cabrillo College (culinary & welding) while working full time
Cheyenne Petree Folsom Lake College and/or Internship in Norway for Natural Horsemanship
Lane Reisig Cabrillo College (Also accepted to: CSU Channel Islands, Humboldt State University, Sonoma State University, University of Redlands, Chapman University, Dominican University, University of San Francisco & Menlo College)
Austin Rivera Gap year (travel in Europe)
Michael-River Rose Sierra College and travel
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Katerina Schneider-Graziosi
Anneke van Dam
Gap year in Rome
Folsom Lake College and working
Steven Shiba
Emmy Rose Weiner
Santa Clara University (Also accepted to: UC Santa Cruz, Gonzaga University, University of Washington, & Worcester Polytechnic Institute)
Sierra College followed by a semester at sea
August Stewart Work full time & Ride Across America
Sara Rose Thibaut
Emily Winfield Occidental College (Also accepted to: University of Virginia, Seattle University, Whitman College & Santa Clara University)
Tim Wyatt
Folsom Lake College
Folsom Lake College, then to University of Oregon
Iris Trikha
Jonathan Yeoh
University of Redlands (Also accepted to: Lewis & Clark College, Prescott College & Hawaii Pacific University)
Knox College (Also accepted to: Allgheny College, Clark University, Hampshire College, Juniata College, Ursinis College & College of Wooster)
Sally Underwood Seattle University (Also accepted to: UC Santa Barbara, UC Riverside, Agnes Scott College, Pitzer College, Ohio Wesleyan University, University of Puget Sound, Hampshire College, Goucher College; waitlisted at: Oberlin College & Whitman College)
Natasha Yerramilli Western Washington University (Also accepted to: Evergreen State College & Linfield College)
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THANK YOU TO OUR DONORS
$5,000+ Donor / Volunteer
** $10,000+ Donor / Volunteer
Listed below are the donors we received support from this year; from current parents and grandpar-
Anson, Bill & Cheryl Apple Matching Gifts Program
ents, to alumni and former faculty/staff. Large or small, donor contributions are a tremendous aid to the school, and we thank you for your generosity.
Aubry, Russ & Anette Bagley, David & Susan Bahl, Carolyn Baker, Rita & Grant Barthel, Donald & Jacqueline Beaudet, Michael & Tania Bell, Lorraine Brocker Beller, Florence Benavides, Jarvo & Bonilla, Carolina Bensch, Jeffrey & Ranelle Bertossa, Brian & Sharon Bewley, Ross & Marilyn Bey, Christopher & Morrison-Bey, Chris Biddlecomb, Mark Bieringer-Drake, Phil & Jacque Big Valley Mortgage
Bondarenko (Fletcher), Chelsea Booher, Douglas & Alana Boucher, Claire Ann Boyd, Stephen & Anne Brenin, Alice Brescia, Joseph & Melissa Brickson, Eric & Averi Briel, Matthew & Suzanne Bright, Clara Broad, Nick Brookstein, Jesse & Jensen, Amber Brown, Denny & Blankenheim, Rhonda Burgess, Ruth & Russell Bustamante, Nar & Deborah Byrd, Robert & Christine Gruhn Callahan, Sandy & Dahleen, Todd Callender, Noel & Simpson-Callender, Gayle Campbell, Taylor & Company Cannon, Les & Jill Cannon, Lisa & Jeffry Cantrell, Kelley
Bingaman, Paul & Sonya Birusingh, Karl & Susan
Caraccio, David & Sharon Cardozo, Daniel & Merrill-Cardozo, Aimee
A Toy Garden Abate, Michael & Lorraine Abdallah, Japheth & Nicole Mark Adamson, Dr & Mrs Tom AIG Matching Grants Program ** Akers, Kiki & Swabel, Kathy Alafranji, Rafat & Bates, Lisa Aldoukhov, Sergey & Oksana Alessandri, Amy Alessandri, Joe & Peggy Allen, Jim & Joy Alleycat Designs Androphy, Ira & Eagle, Alissa Anonymous
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Carmichael, Bryan Carpenter, Charles & Fat-Carpenter, Diana Carson, Donald & Sharon Casement, Susan Castillo, Nathan & Jessica Caton, Erin & Bryan Cavaghan, Melissa Cawood, George Chilson, Lorraine
De Nardi, Michael & Sofie Demarzi, Alvaro & Simone DeNardi, Olga DeSantolo, Stephen & Kendra Dillon, John & Jodi Domine, Mark & Michelle Dommaschk, Claudia Donohue, Patrick & Stacey (Studebaker) Dooling, Edward
Fujimoto, Darlene Gaines, Terri Gant, Paul & Matsudaira-Gant, Rumi Ghiorso, Dan & Beth (McRandle) Gittleman, Jon & Wendy Goodman, Ted & Heather Gow, William & Robin Grant, Paul & Nicole Gravelle, Garrett & Linda
Christina Foundation Christman, Paul Christman, Sean & Heather Chrysalis Cosmetics * Cleveland, Bill & Carla Clifton, Carol Cochran-Branson, Russ & Caryn Colvin, Daniel & Julie Come, Criss & Stephane Conley, Charles & Ellison, Donna Cooper, Helen Cornish & Carey Commercial Cox, June Crye, Don & Carson-Crye, Nancy Culinary Farms, Inc. Day, Edward & Lynn
Dorso, Tamara Dorst, John Dsouza, Quentin & Holt, Sherri Dupzyk, Joel & Stephanie * Duralum Products ** Embrey, Donald & Doris Erickson, Robin & Takanikos, Sonia Escara, Aldine Ferreter, Jill & Rick Ferronato, Steven & Sue Sato Fertel, Matthew & Kristine Fields, Mark & Adelyn Fields, Michael & Nicole (Ruppert) Finn-Romero, Johnny & Deborah Fitts, Denis & Cherish, Amber Fogg, Graham & Burow-Fogg, Karen
Gray, Brian & Marianne Greene, Tina Griffin (Wolfe), Annastasia & Andrew Gulati, Gagan & Rama Halleus, Christopher & Cara Hamad, Khalil & Dale Hammond, Murray & Muriel Hanson, Diana & Jerry Graff Harvey, Alice Hasan, Hanna Hemmen, Travis & Jennifer Hemostat Laboratories Herbert, David & Lisa Pruitt Hermann, Martin & Karin * Herrera, Mark & Deanna Herrick, William & Fronicia
Day, Steve & Katie De Aquino, Manuel & Martha
Foreman, Daniel Frouws, Johanna
Hesse, Marion Hewlett Packard
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Hiatt, Brian & Melissa Hilger, Bruce Hilger, Sherry Hilger, Wes & Lisa Hirssig, Sherry Hixson, Susan Hoberg, Jerome & Fujimoto Hoberg, Sharon Hodson, Philip & Piazza, Bridget Holcomb, Russ & Elena
Keefer, Kurt & Jennifer Kidwell, Mark & Kianitabar, Margie Kilekas, Stephen & Janes, Johanna Kim Dunn Kirk, Renee & Steven Kirsch, Vicki Kirsten, Jeff & Tracy Klocek, Barbara & Dennis Knight, Aaron & Tuesday
Magruder, Ari & Cone, Bryan Malena, Mike & Jennifer Martin, Thomas & Susannah Mason, Jennifer Mate-Kodjo, Emmanuel Maycock, Daniel & Roberta Mariscotti McAfee, Norma & Ron McClure, Larry & Jill McCrary, Keith
Hooper, Eric & Katrin Hora, Gurdev & Surender Hosler, Jacob & Popovic, Dunja Hovland, Roland & Allison Cooper Humpert, Scott & Christy Ingram, Justin & Borja, Tara Intel Charitable Match Trust Iseri, Martin & Sayo Iverson, Chuck & Janice ** Janzen, Michael & Julia Jaycox, Stephen & Mayumi Jeydel, Alana Jia, Chunxian Johnson, Michael & Vera Chotzen Kane, Andrea Kaplow, Lee & Trina
Kuhlman, Lawrence & Paula Kuo, Joncheng Landgraf, Ann & John Larkin, Peter & Jody Larsen, Eric & Shirley, Jill Laser & Skin Surgery Center Lawson Mechanical Contractors Lee, Ching-Yi Leksich, Jim & Valerie Lenny, Paul & Deborah LeVangie, Michael & Cooper-LeVangie, Pollyanna Lief, Chris & Ellie Lohmann, Stephen & Tabacot, Isabelle Lopez, Gladys Love, Rick & Dena Mabel Capital, Inc.
McElligott, Jim & Lori McMahan, Carol McMahon, Nancy Merris-Coots, John & Julia Migliore, James & Sutherland, Cori Miller, Jason & Wendy Mitchell, Brenda Miura, Takashi & Siobhan Mohr, Margaret Money, John & Rebecca Morin, Simone Morkner Brown, Douglas & Christina Morkner, Hans & Yvonne Murray, Andrew & Angelica Murray, Mark & Katarina Naify, Robert & Jerrianne
Kawano, Kazu & Mimi Keddy, Jim & Maija Beattie
MacArthur, Julie MacDonald, Daniel & Amelia
Namuco Smith, Maria Nelli, Deepak & Bobette
Neuhaus, Eric & Ann Neumann, Frank & AnnaKate Bright Newcomb, Doug & Karin Newton, Craig & Kim Nolfo, Paul & Tamu Nutting, Jonathan & McNeely-Nutting, Kelly O’Bryon, James & Debra Old Guys Basketball Olliges, Sandra
Probst, Brian & Stacy Prohaska, Loren & Beverly Raffanti, Michael & Schindler, Donna Ratkay, Marilyn Regan, Brian & Janet Reisig, Kurt & Penny ** Richmond (Summers), Anne Rizzi, Jason & Laura Roberts, Marsha
Sherif, Salah & Aldalati, Mona Shiba, Debra & David Sigel, Jason & Leticia Sigerson, Saxon & Wendy Silva, Richard A. Simpson, John & Mary Skarakis, Geraldine Skonieczny, Amy Slavina, Margarita & Avetisyan, Sergey
Olson, Lawrence & Janae’ Olson, Susanne Omni-Means Ltd Padrick, Nancy & Sturdevant, Mike Pauley, Erik Pauley, Nicholas & Gina Payne, Stephen & Heidi Perry, Charles & Kristi Petty, Jack & Carolyn PGE Phillips, Lane Picciotto, Dave Pittman, Philip & Maria Pitts, Keith & Alexandra Plaut, Gene & Zeifman, Sue Poch, Keith & Laura
Rodriguez-Drake, Eloisa Rogaski, Jim & Linda Rood, Eric Rose, Gordon & Ruth Rose, Silke Roy, Dan & Susan RSF Social Finance Rulon, Michael Rulon, Nicholas Rulon, Scott & Jill Ryden (Batterson), Kirsten Sarradet, Ina Scanlon, Tim & Anne Schlafmann, Debra Schneider-Graziosi, Michele & Patricia Schoen, Miyoung & Peter
Smith, Robert & Patti Nolan Smithson, Hedda & Tom Spiegel, Donald & Barrett, Marilyn Staley, Betty Stave, Uwe & Lotti Stefani, Cynthia Stern, Barbara Stewart, Terri Stoner, Melinda & Toni Strain, Tod & Michelle Stroud, David & Hale, Neva Sullivan, Andrew & Megan Sullivan, Iris Sullivan, Paula & Robert Ta, Vu & Calkins, Jonica Tackett, Amy & Pitman, Gayle
Poch, Marlys & Gene Poremba, Patricia & John
Schoenthal, Daniel & Laura Randles Scott, Nancy
Takagi, Timothy & Sandra Tanis, Jerry & Karen
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Teague, Jonathan Thibaut, Bud & Patty Thompson, Joanne ** Tobin-Campbell, Christopher Toon, Aric & Sandra Tracy, Doug & Lisa Trueblood, Johanna & Nathan Truesdale, Sibhan & James Tweltridge, Albert & Donna
Williams, Douglas & Lubas-Williams, Ann Wilner, Bruce & Elinor Wilson, Ian & Sara Wilson, Jesse Wilson, Katherine K. Winfield, Jonathan & Sarah Wood, Robert & Patricia Woods, Waltraude Yeoh, Kean & Miriam Greenberg
Urogynecology Consultants Varley, Sean & Buehner-Varley, Jennifer Vickery, Forrest & Angie Vona, Emily Vona, Joseph Walters, Janis Wang, Zhiyuan Warschauer, Dan & Irene Webb, Alex & Heather Weiser, Robbin & Nugen, Dave West, Craig & Frankie ** West, John & Carol Wester, Julie Wetzl, Tom & Diamela Wharton, Mark & Meredith Whitney, Dan & Joann
Yerramilli, Siva & Sandie Yoshikawa, Sachiko & Blackwelder, Wayne Young, Jiayi & Shih-Wen Zimmerman, Charles Zimmerman, Steve & Jane
Wilhelm, Mary & Harald Williams, Divan & Knight-Williams, Valerie
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3750 Bannister Road Fair Oaks, CA 95628 916.961.3900 www.sacwaldorf.org
Photos: Kamilo Bustomante, Dani Roth Photography, and SWS Yearbook Chalkboard Drawing: Phil Drake