The Steppingstone Foundation 2010 Annual Repo rt
Contents 5 . Letter from the Founder Michael P. Danziger 6 . Letter from the Chairman Brian J. Conway 6 . Board of Directors 7 . Placement Schools 8 . About our Programs 10 . Colleges & Graduate Schools 11 . 2010 Gift Report 15 . Corporate Gifts 15 . Berylson Fund for Leadership Development 15 . Summer Opportunities Fund 16 . Financial Statements
Twenty Years b 1990
1991
Schoolteacher Michael Danziger and entrepreneur John Simon admit 14 Scholars to the pilot class of The Steppingstone Scholars Program.
11 Scholars complete Steppingstone’s academic component and are admitted to seven placement schools.
A n t o i n e T r ow e r s ’ 91 The Steppingstone Academy
Antoine Trowers
1992 Six new placement schools added to make a total of 13 schools where Scholars are placed. Steppingstone’s headquarters move from Danzigers’ apartment to State Street office space.
1993
1994 L. G. Balfour Foundation makes five-year grant of $400,000. 40 Scholars admitted to The Scholars Program.
is one of the 14 Scholars in Steppingstone’s pilot class. He graduated from Thayer Academy and earned a B.S. from Bryant University and an M.S. 199 D in management/marketing from University of Maryland, University College. Antoine currently works as a Direct Support professional at Sasha Bruce Youth Works in Washington, D. C., an organization which helps meet the urgent needs of at-risk youth and their families. He is married and the proud dad of a two-year-old son.
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1 1996 The Steppingstone Fellowship is created to enable recent college graduates to gain experience in teaching, admissions, and advising.
C h e ry n B y r o n Steppingstone Mentor
Cheryn Byron
1997
1998
1999
The Magnet Program is created to prepare Boston students for placement at the three exam schools. 18 Scholars are admitted to pilot class.
The Steppingstone Scholars Program in Philadelphia is launched and a pilot class of 28 admitted.
works at Phillips Healthcare as a Senior Field Marketing Manager. For the past year, she has mentored Rojae Rowe. 2000Cheryn chose to volunteer at The Steppingstone Academy’s SMASH (Saturday Mentoring and Study Hall) because of the value placed on quality education. She remarks, “Scholars are so appreciative of the mentors’ time and are eager to learn.”
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2001 Magnet and Scholars Programs merged to form The Steppingstone Academy; 98 Scholars admitted. Scholars in Boston pilot class graduate from college.
R o j a e R ow e ’09 The Steppingstone Academy
Rojae Rowe
2002
2003
2004
Saturday mentoring program expands to include study hall and is renamed SMASH (Saturday Mentoring and Study Hall).
Steppingstone receives $1 million grant from the Richard and Susan Smith Family Foundation, making it the first gift received of that magnitude.
Steppingstone launches Campaign for Growth to raise $15 million to support program expansion.
is an eighth grader at Boston Latin Academy and an honor roll student. Rojae meets with Cheryn on Saturday mornings 200 D during the school year, and says he truly enjoys spending time with her at SMASH, finetuning his math skills. He wants to be an engineer and attend MIT.
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2006 The Steppingstone Academy admits 152 Scholars. The pilot class in Philadelphia graduates from high school. The Steppingstone Academy Hartford is launched in partnership with the Hartford Youth Scholars Foundation.
M i r ay Y i l d i z College Success Academy, Class 1
Miray Yildiz
2007
2008
National Partnership for Educational Access (NPEA) is created. Jamilah Ryan ’95D is the first Scholar Alumna to teach at Steppingstone.
McLane Fund is established with a $1 million gift from TA Associates’ Managing Directors to honor partner Andy McLane and support placement at boarding schools. Campaign for Growth raises $19 million.
is a member of the inaugural class of the College Success Academy. She attends fifth grade at the Edison K8 School 2009 in Brighton. Miray’s parents emigrated from Turkey because of the educational opportunities available to their daughter, and to women in general, in the United States. Miray loves reading, making new friends at CSA, and teaching her dad English. She wants to be a doctor.
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2010
2011
Steppingstone’s first class in Philadelphia graduates from college. The Steppingstone Academy in Boston serves 1,000 Scholars in grades five through 12.
The College Success Academy (CSA) is launched in two Boston public K8 schools, the Edison and the Jackson/Mann.
When I look at the accomplishments on the timeline on the previous pages, I am humbled by all of the work that the Scholars, their families, and the staff have done, grateful for every bit of advice and support I’ve gotten along the way, and inspired to make the next 20 years even better. In 1990, the faculty consisted of John Simon and myself, and there were 14 Scholars in the pilot class. Now, The Steppingstone Academy serves more than 1,400 Scholars in Boston, we have affiliates serving several hundred Scholars in Philadelphia and Hartford, and we’ve launched the National Partnership for Educational Access, whose member organizations collectively serve more than 100,000 underserved students across the country. Just last July, we launched the College Success Academy, which has the potential to help countless public school students in Boston and beyond. Our growth has outpaced our wildest ambitions, but only because we’ve received more support than we could ever have imagined. Behind each notch on the timeline lie innumerable stories. These tales include the heroic work of Scholars, the heartfelt generosity of donors, and the perseverance and patience of mentors. Every day, for two decades, a myriad of people have quietly but purposefully committed themselves to the vision that with proper preparation and support, and a lot of hard work, any student can go to college and succeed.
While the 20-year mark is a good time to reflect and give thanks for all that has happened so far, we are as passionate as ever to find new ways to help those students who have the will to earn educational opportunities that lead to a four-year college degree. We are particularly excited to be in a position to offer Steppingstone’s academic and support services to more underserved students in the Boston Public Schools. At every milestone, know that I am acutely aware and grateful that none of what we have accomplished would be possible without your support. I can’t wait for us to start filling in the next timeline. Michael P. Danziger Founder and CEO The Steppingstone Foundation
Letter from the Founder .............
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While it is impossible to capture Steppingstone’s first 20 years of life on a few pages, the timeline in the preceding pages features some of its most celebrated accomplishments. By tracing these highlights, you will note the rise in the number of Boston students Steppingstone has been able to serve, the building of affiliate programs in Hartford and Philadelphia, and the launch of the National Partnership for Educational Access (NPEA) which supports programs dedicated to college access for underserved students. The ink is not even dry on the last timeline entry reflecting the creation of the College Success Academy in Boston last July. None of this progress could have occurred without your critical support. Your steadfast belief in Steppingstone’s mission has enabled the Board to chart Steppingstone’s course for the future. Steppingstone Scholars have had great success graduating from four-year colleges, and as larger classes come through the program, we want to ensure that future Scholars have the same opportunity. As a result of last year’s strategic plan, Steppingstone has restructured The Steppingstone Academy’s support services component to include college services, ensuring that Scholars transition successfully to college and earn a degree. Services include summer bridge workshops, on-going financial aid advising, and College Coaches, a program matching Scholars in their first year of college with older Scholars attending their school. We are also bringing NPEA member programs
together regionally to collaborate, share best practices, and create a college pipeline within their communities, beginning in Boston. Perhaps Steppingstone’s most notable recent expansion is the launch of a new initiative, based in the Boston Public Schools, called the College Success Academy. Last July, Mayor Menino helped kick-off the program, as the inaugural 46 Scholars buckled down to start their collegebound journey. I give those diligent rising fifthgraders tremendous credit, but I also give you a heartfelt thank you. These Scholars will spend five summers and four academic years after school in classes, fortifying what they learn in their regular Boston Public School curriculum, while benefiting from the Steppingstone culture of hard work, high expectations, and high achievement. Once these Scholars are in their Boston public high schools, they will receive the same quality college counseling and financial aid assistance, college tours, and socio-emotional support that the Scholars from The Steppingstone Academy receive. We quite literally couldn’t provide them with this path to college without you. On behalf of the 1,400 Steppingstone Scholars headed back to school, ranging from a fifth-grade classroom in Brighton to a college senior seminar in Cambridge, thank you for your generous support.
The Steppingstone Foundation Board of Directors Amy Smith Berylson Chuck Brizius Robert Clagett Brian Conway, Chairman Michael P. Danziger Bart Epker Richard Friedman Andrew Hahn William Helman Allison Johnson Isabelle Loring Dr. Richard I. Melvoin A. Peter Monaco, Jr. Karl W. Reid, Ed.D. Brent E. Shay John G. Simon John S. Weinberg Christina Wing-O’Donnell
Brian J. Conway Chairman The Steppingstone Foundation
Letter from the Chairman 6
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Steppingstone Placement Schools Boston
Philadelphia
Beaver Country Day School Belmont Day School Belmont Hill School Boston College High School Boston Latin Academy Boston Latin School Boston Trinity Academy Boston University Academy Brimmer and May School Buckingham Browne & Nichols Cambridge School of Weston Commonwealth School Concord Academy Dana Hall School Dedham Country Day School Deerfield Academy Derby Academy Dexter School Fay School The Fessenden School The Governor’s Academy Holderness School The Meadowbrook School of Weston Milton Academy Newton Country Day School Noble and Greenough School John D. O’Bryant School The Park School Phillips Academy Phillips Exeter Academy The Rivers School The Roxbury Latin School Shady Hill School St. Mark’s School St. Paul’s School St. Sebastian’s School Southfield School Thayer Academy The Winsor School Xaverian Brothers High School
Abington Friends School Academy of Notre Dame de Namur The Agnes Irwin School The Baldwin School Chestnut Hill Academy Church Farm School The Episcopal Academy Friends’ Central School Friends Select School Germantown Academy Germantown Friends School Gesu School Girard College Greene Street Friends School The Haverford School The Julia R. Masterman School Philadelphia High School for Girls The Philadelphia School St. Peter’s School The Shipley School Springside School Westtown School William Penn Charter School
Hartford Avon Old Farms Berkshire School Buxton School Chatham Hall The Ethel Walker School Kent School The Loomis Chaffee School The Madeira School Marianapolis Preparatory School The Master’s School Miss Porter’s School Northwest Catholic High School Peddie School Pomfret School Renbrook School Salisbury School Stuart Hall School Suffield Academy The Taft School Watkinson School Westminster School Westover School The Williston Northampton School
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Since 1990, The Steppingstone Foundation has successfully prepared hundreds of underserved schoolchildren for educational opportunities that lead to college success. Year after year, the Scholars’ accomplishments show that with the right combination of high expectations and meaningful support, children who are willing to work hard can reach their potential and make their college aspirations a reality, regardless of circumstance. Steppingstone programs in Boston, Philadelphia, and Hartford set underserved students on the path to college by preparing them to get into and succeed at top college-preparatory schools in middle and high school. Once admitted, Scholars participate in an intensive course of academic preparation that begins with a six-week summer session, continues during the school year with classes after school and on Saturdays, and concludes with a second summer session. Scholars preparing for ninth-grade placement have a longer academic program. The rigorous curriculum prepares Scholars for the challenges of getting into and excelling at top independent and public exam schools. Steppingstone also works closely with Scholars and their families on all aspects of the independent and public exam school admissions process, from choosing the right school, to applying for financial aid. But Steppingstone doesn’t end there. Steppingstone makes a long-term commitment to Scholars, providing a comprehensive slate of support services during middle school, high school, and college to ensure that they thrive in their new schools, ultimately graduating from high school and four-year colleges.
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The Steppingstone Academy in Boston prepares fifth-, sixth-, and seventhgrade students to get into and succeed at Boston’s top independent and public exam schools in the sixth, seventh, and ninth grades, respectively. In 2010, The Steppingstone Academy served more than 1,000 Scholars in grades five through 12 and 300 Alumni Scholars in college. Of the Scholars who complete the academic component, 90% gain admission to an independent or public exam school, 99% graduate from high school, and 91% enroll at four-year colleges. 80% of the Scholars who enrolled at four-year colleges earned a degree within six years. Since its inception in 1997, The Steppingstone Scholars Program in Philadelphia has prepared more than 350 underserved fifth-grade students for admission to selective independent schools in the sixth grade. In 2010, the program achieved a significant milestone when the first Scholars from the pilot class graduated from college. Since 2005, The Steppingstone Academy Hartford has prepared highly motivated Hartford students for admission to Connecticut’s top independent schools in the ninth grade. In 2010, The Steppingstone Academy Hartford provided academic preparation to 47 rising seventh-, eighth-, and ninth-grade students, serving more than 100 Scholars in grades seven through 10. In addition, 100% of the Scholars who completed the academic preparation component are on track to graduate from high school.
Created in 2007, the National Partnership for Educational Access (NPEA) is a membership association for programs committed to increasing educational opportunities for motivated underserved students across the United States. NPEA currently has more than 180 members, representing 29 states and collectively serving more than 100,000 students across the country. NPEA is dedicated to promoting quality, success, and growth among member organizations, partner schools, and communities committed to educational access. Members include school and non-school based programs, charter schools, independent schools, higher education institutions, and other nonprofit programs. In the fall of 2010, Steppingstone began recruiting the first Scholars to participate in its newest initiative, the College Success Academy, based in the Edison and Jackson/Mann K8 Schools in Brighton. Modeled after the academic preparation and support services components of The Steppingstone Academy, the College Success Academy provides middle-grade students in Boston public schools with a rigorous after-school and summer academic program spanning five years, followed by support services through high school and college. The pilot class of 46 Scholars began its first summer session in July 2011.
About our Programs .............
9 Clockwise from top left: NPEA hosts a college tour; and summer classes at The Steppingstone Academy and the College Success Academy
Next Steps Colleges Steppingstone Scholars have graduated from the following colleges and universities:
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Amherst College (2) Babson College (4) Barnard College (2) Bates College Becker College Boston College (11) Boston University (12) Bowdoin College (4) Brandeis University Brown University (6) Bryant University Carnegie Mellon University Cheyney College The Citadel Military College Clark University (2) Clarkson University Colby College College of the Holy Cross (3) Columbia College, Chicago Columbia College, SC Columbia University (6) Connecticut College (2) Curry College Dartmouth College (4) Duke University Fisk University Fitchburg State College Florida A&M University Fordham University (4) Framingham State University George Washington University (4) Georgetown University (2) Georgia Institute of Technology Gordon College Hamilton College (3) Hampshire College Hampton University (4) Harvard College (9) Howard University Johns Hopkins University Johnson & Wales University (2) Lasell College (2) Maine Maritime Academy Manhattan College Massachusetts College of Art & Design (2) Massachusetts College of Pharmacy and Health Science Massachusetts Institute of Technology Middlebury College New York University
Northeastern University (11) Pennsylvania State University Pine Manor College (4) Providence College Regis College Rensselaer Polytechnic Institute Rhode Island School of Design Salem State College (2) Savannah College of Art & Design Simmons College (2) Southern Connecticut State University Spelman College (6) Springfield College St. Francis College Stanford University Stonehill College Syracuse University (4) Temple University (5) Trinity College, CT (2) Trinity College, D.C. Tufts University (6) Union College University of California, Berkeley University of California, Davis University of Connecticut University of Massachusetts Amherst (13) Boston (8) Lowell University of New Hampshire University of North Carolina, Chapel Hill University of Pennsylvania (4) University of Rhode Island (2) University of Richmond University of Rochester University of Southern California (2) University of Vermont & State Agriculture University of Virginia Wagner College Wellesley College (2) Wentworth Institute of Technology Wesleyan University (2) Williams College (3) Yale College (6)
Graduate Schools Steppingstone Scholars have graduated from the following graduate schools: American Intercontinental University School of Business Boston College Graduate School of Arts and Sciences Boston University School of Communications Boston University Law School Boston University College of Fine Arts
Boston University School of Management Mailman School of Public Health, Columbia University Weill Cornell Medical College, Cornell University Rollins School of Public Health of Emory University Fordham University Graduate School of Education The French Culinary Institute The George Washington University School of Public Health & Health Services Mercy College Northeastern University Kellogg School of Management, Northwestern University Sacred Heart University Isabelle Farrington School of Education Simmons College School of Arts, Sciences & Professional Studies Springfield College Suffolk University Law School (2) Syracuse University Graduate School of African American Studies Syracuse University College of Arts & Sciences Fletcher School of Law & Diplomacy Tufts University University of Baltimore Yale Gordon College of Liberal Arts University of California, Berkeley School of Public Health School of Social Welfare, University of California, Berkeley University of Chicago School of Social Service Administration University of Chicago School of Sociology University of Maryland, University College University of Massachusetts, Amherst Department of Mathematics & Statistics University of Massachusetts, Boston, College of Education & Human Development University of Massachusetts, Boston, College of Liberal Arts University of Massachusetts Medical School University of Pennsylvania Graduate School of Education University of Virginia Department of English University of Wisconsin-Madison School of Education
H Denotes donors who have made gifts
P. Andrews & Linda H. McLane
for at least 20 consecutive years.
Sarah & Peter Monaco
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Kristin & Stephen Mugford
F Denotes donors who have made gifts
F
F D
Marion & David Mussafer
for at least 10 consecutive years.
James & Kimberly Pallotta
D Denotes donors who have made gifts
Randa & Michael Pehl
for at least 5 consecutive years.
The Plymouth Rock Foundation
D
F
Stephanie & Adam Rogers
V Denotes donors who have made gifts
Brent Edward Shay
for at least 3 consecutive years.
F H
John & Susan Simon
Christine & Robert Small
FOUNDERS’ CIRCLE $50,000+
State Street Foundation Jennifer & Seth Stier
D
Carolyn & Ken Swan
Anonymous
F (2 Gifts)
Charlotte R. Cramer Wagner &
Anonymous
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Herbert S. Wagner, III
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Mrs. Leonard Block
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D Foundation D
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V
Charitable Foundation
Holly McGrath & David Bruce
D
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F
Capital Partners
Scholars’ Society $5,000 to $9,999
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F
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H Anonymous V
Anonymous
V
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D
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D
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V
F
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F
D
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F
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2010 Gift Report
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Benefactors $1,000 to $4,999
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V
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F
D
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H
D
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V
Johanna Gordon Andrew Gorgone
Liz Lyons & Jesse Shaw
Jane & Craig Chapman
Douglas Shinn
Hillary & Jason Chapman
Mark R. Simmons, Jr.
Catherine Cheetham
Molly Graham
Jennifer & Tom Sleeper
Stuart Cherande-Friedman
Carol & Zander Grant
Linda Chin
Michael Grant
Emily Smith
Nick Clark
Lisa Grodsky
Susan & Joseph Stamler
Alex Cline
Julie Guerra
Carol & Howard Stoner
Dimitri Cohen
Jennifer Guire
Shannon Stowell
Adam Cohen
Martha Hack
Paul Strigler
Dr. Dennis N. Cohen
Stuart Hack
Arzu Tarimcilar
Samantha Cohen
Betty Hale
Sandra & Bob Taylor
Joanna Confalone
Lynne & Michael Taylor
Timothy Connell
Eliza Thomas
Julia Cook & Peter Edgerly
Jacqueline Hamilton
Laura Tomaseth & David Beardsley
Peter Corbett
James Hamilton
Thalia C. Tringo
Katherine Coyne
Tucker & Margie Hamlin
Hope Turner
Harley & William Creelman
Mike & Leslie Hammer
Matthew Slovik
D
D
Robert Gould
Julia Halleran
V
Maura Halloran
D
F
Natasha Velickovic ’91
Sarah Curley
The Hand of Synthetic Biology
Veritas Tutors, LLC
Amy & Ethan d’Ablemont Burnes
Kristen Hansen
Julia & Thomas Vitullo-Martin
Melanie Damsker
Kristin Harman
David Wendell
Erica Davis
Tilesy Harrington
Rocking Horse Trail Foundation
Brooke Davis & Chris Hogan
Coliliuy Harrison
Jessamine Wigfall
V
D
Caitlin Day-Lewis
Baron Hartley
Mary & Charles DeBare
Emily & Thomas Haslett
Elena Del Alamo
Mr. & Mrs. George Hatsopoulos
Raymond Wu
Sherry Delosh
Robert F. Hayes
Rae & Charlie Yoon
Andrew Demakes
Nancy Hayes
Charles Devens III
Marcus Haymon ‘95
Erin & Greg Devine
Christina Heanue & Andy Pecora
Denise DiFiglia
Jada Hebra
Dimitri Dimakis
Rena & Rick Hedeman
Peter & Kendra Wilde Kate & Hamilton Wood
V
Friends up to $249 Anonymous (8 Gifts)
Margaret Dinan
Harris Allen
Laurie B. Donahoe
Ashley Amo
Sherry Dong
Gavie Heller
Karen Anderson
V
F
Katherine D. Hein, M.D.
F
Ayres Heller
V
Abe Donner
Stephanie Hendricks
Richard M. Anderson
Roodly Dorleans
Polly & Prentiss Higgins
Kimberly Apfelbaum
Betsy & Andy Doyle
Chanda K. Ho, M.D.
Andrew Dresner
Linda Hofmann
Kimberlee Bachman
Christine Driscoll
Richmond Holden
Andus Baker
Sarah Dussault
Elizabeth Holmes
Brian Bano
Lindsey Duthurie
Robert Hower
Lindsay Barnett
Matthew Emans
Aaron Bates
Sharon & Stephen Engler
Alex Baumbach
Caroline Erisman
Kousha Bautista-Saeyan ‘98
Anne Marie & Alexandros Evrivriades
Heather Bello
Armaghan Farooq
Emily Belyea
John Faubert & Elizabeth Pratt
Victoria Bendetson
James R. Faust
J.P. Jacquet ‘95
Kate Bergmann
Constance & Frederick Fayen
David & Mary Johanson
Paul Archibald
V
Tobey & Mark Fidler
Julia Hoyt
D
Denise & John Hull Taz Hussein
V
F
Teresa Imhoff Joseph Impellizeri
V
F
F
Andrew Ivey
V F
13
Joel Johnson
Katelyn Mensi
Elinor Yudin Sachse
Jennifer Johnson
Anne Mercogliano
Anja Saloranta
Stormy Johnson
Shane Merriweather
Daniela Saltzman
Brian Jones
Rebecca Meyer
Janak Sanariya
Jenifer Jordan
Karen Meyers & Jay Zagorsky
Audrey & Joel Schaefer
Drs. William & Carolyn Kaelin
Marjorie Mitchell
Karyn Scheier & Stan Dolberg
Marla Kaplan
Kelly Monaco
Maria Schiff & Michael Cooperman
Kathryn Kargman
Alex Moore
Margaret Schoelwer
Joy Katz
Robert Moore
Rebecca Schulman & William Havemeyer
Lauren Kaye
Mimi Moore
Margot Kearney
V
Peter A. Mullin
Lisa See
Maureen Murphy
Rachel Segall & James Hurley
Molly Kellogg & John Frantzis
Tim Murphy
Katie Seymour
Brian Kelly
David Nash
Allison Kent & Rob Trumbull
Christopher Naumes
Nicole & Arvind Khanna
Lee Navins
Lauren Kiernan
Elizabeth & Marshall Neilson
Elizabeth & Dan Kiley
Dorothea Nelson
Carolyn Kimpel
Lauren Gray Nelson
Margaret King
Marianne & John Nelson
M. Scott Knox
John Nevin
Alison & Robert Silvers Alyson G. Singer
Mary Sheehan
V
Timothy Sheehy Nina Sheff
D
Antony Sheriff Jane Shiverick Claudia Silva
F
V
Dr. Richard Silverman
Vicki & Northrup Knox
Mary New
Catherine & Douglas Knuth
Max Nibert
Joy Kogut ‘96
Arndt Nicklisch
Cliff Lasser & Elizabeth Adams Lasser
Nathan Nunley
Laura Moberg Lavoie & Brian Lavoie
Michelle O’Brien
John Smiroldo
Pam & Nicholas Lazares Jennifer Leisman
V
V
V
D
V
Chrissy & Niko Skiadas
V V
Katya Skoufalos Jason Skypeck
Ryan O’Connor
Camille Smith
Leah O’Donnell
Kelly Sollinger
Megan O’Donoghue
Kenneth Souleotis Arthur Stanton
Joseph Leopold
Caitlin O’Hara & Nick Mannella
Marlly Lerner
Thomas L. P. O’Donnell
Emily Leventhal
Michael Okoli ‘99
Carolyn & Mike Stone
Danielle Levine
Erik Olsen
Nan Stone
Tyler Lewis
Abbey & Christopher Orski
Christopher Stoner
Anne Lewis
Danielle Ostrowsky
Jenn Studaker & Muideen Ogunmola
Charlotte Lewis
Quannah Parker-McGowan & Conor Green
John Switchenko
Ellen & Thomas Payzant
Rhoda & Kemon Taschioglou
Julie Lewis
Wendy Pearre
Matthew Tedeschi
Libbey-Clarke Family Fund
Elizabeth J. Peavy
Elizabeth Lima
Virginia Pedroletti
Anne Tiffin
Heather Long
Audra Peek
Rachel Tilney
Giuliana Loukas
Nara Peou
Kim & Christian Tosi
Suzanne Lubell
Katie & David Petersen
Maryann Walsh Tosi & Christian A. Tosi
Rich Lufkin
Robyn Piasecki & Dennis O’Donnell
Mark A. Tracy
Sara Lybeck
Marc Piccuirro
Kevin Tran ‘94
Jennifer Lewis & Christopher Buell
V
Emmett Lyman
Karen Pick
William T. Lynch & Ingrid G. Larson
F
F
Taylor Stevens & Peter McIntire
V
Rebecca & Kevin Tidmarsh
F
V
D D
Erica Tremblay Diane & Frank Trunzo
Wendy & Chip Pierce
V
Lisa & Richard Tucker
Ken MacLaurin
Morgan W. Pierson
Vivien Mallick
Kate & Hendon Pingeon
Nancy & W. Anthony Ullman
Holly Maloney
Ellen & Keith Plapinger
Annie Valva
Francine & Allen Maltz
F
Heather & Sean Ploen
Elizabeth Vassallo
Kevin Plummer
Megan Vassallo
Thomas Poaps
Cassandra Velazquez
Kate Pokorny
Michele Velchik
Ashley Marlenga
Allison & Robert Popeo
Jane Ventrone
Susan & Bob Marren
Diane Popeo
Tran Vu ‘00
Ellen Powers
Alyson Walker
Caitlin Prendergast
Kathleen & Keith Wallace
Leo Marshall
Allison Price
Timothy Wang & Gregg McCarty Wang
Elizabeth Martin
Anne & Stuart Randle
David & Gwen Wanger
Andrea Martinez
Ashley Randlett
Elizabeth Ward
Vicki Massaroni
Elizabeth Ratto & Roy Y. Liu
Jennifer Weingarden
Geoff Mathison
Natalie Rebot
Megan Wells-Jamieson & Scott Stevens
John Reece
David Whelan
Shontel McAlpine
Paul Reed
Donna White
Victoria & James McCarthy
Elizabeth Resor
Annette P. Wilton
Katherine McCord
Lorraine Reynolds
Samantha Witkes
Kate McCusker
Leslie Riedel & Scott Friend/
Joyce & Terry McDonough
Elizabeth McEvoy
Susanne & Chad Robertson
Suzanne Worden & Stephen Farley
Struan Robertson
Lisa Zannella
Adriana Rojas G.
Jeri Zeder & Joseph Pato
Hillary Rose
Amy & Alex Zengo
Doreen McGuire
Melissa Rubin
Karen Zweig
Caroline McLinen
Gail Ryan
Sven Meier
John Ryan
Elizabeth Mensi
Alice & Herbert Sachs
Shari Malyn & Jonathan Abbott
D
Kristen Mangelinkx Laura Mangurian
14
Lisa Schulz & George Mandt
V
Kate Keller
Andrew H. Cohn & Marcia Leavitt
F
V
Clayton Marsh Kim Marshall
V
V
F
Peter & Porter May
V
Tricia & Geoffrey McGean
F
Anne McGowan Molly McGuinness & Jon Gistis
V
Harris Family Foundation
D
Kristen Wolf
F
Josh Wolman
This report is accurate to the best of our knowledge. We sincerely apologize for any error or omission.
Steppingstone would like to thank the following corporations for their generous support.
Gifts were made to Steppingstone in honor of the following individuals: BB&N Class of 1997 Steppingstone Scholars
$5,000+
Donavan Brown ‘95 Chase Brown Phillips
The Charles Hotel
Carnegie Communications’ clients
Di Santo Design
Abby Drew Cohen
UP TO $4,999
Sarah Conrad Barb & Rob Cunningham Richard Eckel
Allegra Print & Imaging
Kelly Glew
America’s Growth Capital
Lynne & Robert Golden
Aspen Tech, Inc.
William Helman
Barefoot Wine & Bubbly
Allison Johnson
Belmont Day School
Isabelle Loring
Biltmore Grill
Erika & Lauren Mandt
Boston Bruins
Doreen & John McLaughlin
Boston Center for Adult Education
Anne & Jeff Mitchell
Carnegie Communications
The Moreno Family
Carney, Sandoe & Associates
Virginia & Michele Mulhern
Castanea Partners
Kate Nielson
Cynthia Rowley
Deborah Robinson
Derby Academy
Lauren Rossi
First Act, Inc.
Allison Savage
Four Seasons Hotel, Boston
Brent Shay
Friel Golf Management, Co.
Aleksandr & Laura Forsberg White
Hingham Savings Bank ilexDesigns Jen Hawkins Events
Gifts were made to Steppingstone in memory of the following individuals:
Katie Wilton Peterson Kimberly McMahon
Ed Dombrowski
La Campania
John Solomon
Lindt & Sprungli LuxLash Mandarin Oriental Hotel, Boston
Gifts were made to Steppingstone in honor of the weddings of:
Mepal Manor OMBE, Kristen Foresta OMBE, Lisa Grodsky OMBE, Rachel Lappen OMBE, Kristen Lutz The Park School Parthenon Group Post 390 Publick House Samuel Adams Simplicity Chef The Knot The Ritz-Carlton, Boston Tie Your Apron Top of the Hub Vineyard Vines Wachusett Mountain Westin Copley Place Wine Bottega Winston Flowers Xaverian Brothers High School
Steppingstone would like to thank the following corporations for their matching gifts: Anonymous Bank of America Foundation BNY Mellon Computer Associates Grantham, Mayo, Van Otterloo & Co. LLC Pamet Capital Wells Fargo Foundation
Jennifer Berylson & Jon Block Rebecca Berman & Franklin Huang
We are so grateful to these couples for suggesting Steppingstone to their friends and family and for their generous support. Thank you to SSATB which selected Steppingstone for its community service project at its annual conference. SSATB members surpassed their goal and raised $4,000 dollars to help send 30 Scholars on their next tour to colleges in western Massachusetts and upstate New York. Berylson Fund for Leadership Development
Recognizing that attracting and retaining staff is a key issue for not-for-profits, Amy Smith Berylson and John Berylson established The Berylson Fund for Leadership Development to provide Steppingstone’s leadership staff with the opportunity to engage in high-level professional development opportunities in order to best serve the needs of a growing organization. The Berylson Fund has supported the design and implementation of an employee evaluation system to increase performance, motivation, and job satisfaction. We are grateful for the Berylsons’ thoughtful and generous investment in Steppingstone’s future.
Summer Opportunities Fund
There are many summer programs that provide students with experience or academic skills that encourage them to grow outside of the classroom, as well as help them stand out from the college applicant pool. In 2006, The Steppingstone Foundation created the Summer Opportunities Fund to provide Scholars with the financial assistance they need to participate in such summer programs. In 2010, Scholars took part in the following programs: The Winsor School’s then-rising senior, Lisa Luo ’04, spent the summer at Community Rowing. This competitive summer program is designed for athletes who are looking to improve their rowing skills, compete at a high level on a national scale, and develop in a team environment. The summer before his senior year at The Roxbury Latin School, Bence Budavari ’05 spent a weekend at Berklee College of Music in the Music Technology Division. He attended a series of intensive workshops covering many facets of music production technology. Catholic Memorial School’s Malcolm Grant ’05 spent five weeks at the Rob Burton Training Village. The program is year-round with a summer component and offers campers support and mentoring in areas such as: education, social skills, morals, values, leadership, and fitness. Jamelia Willock ’05 spent the summer before her senior year at the John D. O’Bryant School on the campus of Brown University. The Summer@Brown program is a two-week residential program that allows students to take college courses, advance their studies, and prepare for college success. National Student Leadership Conference (NSLC) provided Thayer Academy thenjunior, Olivia Lau ’06, with the opportunity to experience campus life at the University of Maryland. Olivia was able to develop essential leadership skills, explore future careers through exciting simulations, and participate in exclusive site visits and interactive meetings with renowned leaders in various fields. Kevin Figueroa ’07 spent the summer before his senior year at Boston College High School traveling to Italy, Austria, Switzerland, and France with People to People, an organization that promotes international understanding and friendship through educational, cultural, and humanitarian activities. Noble and Greenough School’s Jennifer Ngo ’07 spent the summer before her senior year at LEAD Business. A national partnership of the top U.S. corporations and graduate schools, LEAD Business is a four-week residential program that encourages talented students from diverse backgrounds to pursue business.
15
Financial Statements for December 31, 2010 The Steppingstone Foundation, Boston, and Steppingstone Scholars, Inc., Philadelphia
Boston Philadelphia
Total
Consolidating Schedule of Financial Position Assets Current Assets Cash and cash equivalents
537,218
452,802
Contributions receivable
720,276
-
720,276
Prepaid expenses and deposit
157,101
11,492
168,593
Investments
2,201,397
Beneficial interest in perpetual trust
-
1,054,114 60,264
990,020
3,255,511 60,264
Property and equipment, at cost less accumulated depreciation Total Assets
58,755
5,622
64,377
3,674,747
1,584,294
5,259,041
Liabilities & Net Assets Current Liabilities Accounts payable and accrued expenses Deferred revenue Total Liabilities
302,162
17,171
77,220
10,000
319,333 87,220
379,382
27,171
406,553
Net Assets Unrestricted Operations
1,179,191
446,084
1,625,275
Board Designated
1,000,000
-
1,000,000
Total Unrestricted Net Assets
2,179,191
446,084
2,625,275
Temporarily restricted
1,116,174
66,133
1,182,307
1,044,906
1,044,906
Permanently restricted
-
Total Net Assets
3,295,365
1,557,123
4,852,488
Total Liabilities and Net Assets
3,674,747
1,584,294
5,259,041
Consolidating Schedule of Activities Revenue, Gains and Other Support
Fundraising Events
848,885
Less cost of direct benefit to donors Net Fundraising Event Revenue Contributions and grants
417,182 (129,793)
1,029,180
2,680,931
893,290
3,573,221
Interest
2,671
19,059
7,193
-
Membership Income
127,333
Realized & unrealized gains on investments Gain on beneficial interest in perpetual trust Total Revenue, Gains & Other Support
(236,887)
287,389
4,649
1,266,067
741,791
Growth campaign contributions Other income
16
(107,094)
6,927 - 3,571,495
-
- 36,242
4,649 21,730 7,193 127,333 43,169
6,159
6,159
1,242,139
4,812,634
Expenses and Losses Program Services The Steppingstone Academy - Boston College Success Academy - Boston Scholars Program - Philadelphia
2,483,126
-
95,602 -
650,551
National Partnership for Educational Access
327,845
-
Replication
131,496
-
Total Program Services
3,038,069
650,551
2,483,126 95,602 650,551 327,845 130,496 3,687,620
Supporting Services General and administrative
435,491
169,413
611,822
204,297
816,119
Total Supporting Services
1,047,313
373,710
1,421,023
Total Expenses
4,085,382
1,024,261
5,108,643
217,878
(296,009)
Development
Change in net assets
(513,887)
604,904
Net Assets at Beginning of Year
3,809,252
1,339,245
5,148,497
Net Assets at End of Year
3,295,365
1,557,123
4,852,488
About Steppingstone Founded in 1990, The Steppingstone Foundation is a non-profit organization that develops and implements programs which prepare urban schoolchildren for educational opportunities that lead to college success. Based on the premise that, regardless of circumstance, children can achieve at high levels academically if given the proper preparation and support, Steppingstone programs emphasize rigorous standards and achieve meaningful results. Steppingstone programs include: The Steppingstone Academy Boston Steppingstone Scholars, Inc. Philadelphia The Steppingstone Academy Hartford National Partnership for Educational Access College Success Academy Boston
For more information about Steppingstone, you can reach us at: 155 Federal Street, Suite 800 Boston, MA 02110 617-423-6300 phone 617-423-6303 fax www.tsf.org
The Steppingstone Foundation is committed to a policy of equal treatment for all individuals. The Steppingstone Foundation is grateful to the following individuals and firms who donated or discounted their services to make the design and printing of this annual report possible: Bill MIles Productions Margaret CrowE Photography Meg Birnbaum Photography Di Santo Design Barton Productions Hanson Printing Company Š 2011 The Steppingstone Foundation This brochure has been printed on recycled paper.
17
N i c h o l a s C o r r e i r a ’11 The Steppingstone Academy
Nicholas Correira
ÂŽ
www.tsf.org
is a seventh grader at Brimmer and May School this fall. He serves on The Steppingstone Academy Leadership Council and loves Latin, acting, and singing. Nicholas says his greatest accomplishment so far is joining Steppingstone.
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