ANNUAL REPORT 2016
THE STRENGTH OF OUR MISSION
TABLE of CONTENTS Letter From the Board Chair ....................................................................................................... 1 Letter From the President .............................................................................................................2 Board of Trustees, Distinguished Trustees, and Emeritus Leaders ...................3 Financial Report.................................................................................................................................. 4 National Committees ......................................................................................................................6 UWC-USA 2015-16 by the Numbers
UWC MAKES EDUCATION a force to unite PEOPLE, NATIONS, AND CULTURES FOR PEACE AND A SUSTAINABLE FUTURE.
.................................................................................. 7
Innovations and Developments................................................................................................ 8 Class of 2016 Matriculation List............................................................................................. 12 Annual Fund Report and Volunteers................................................................................... 13 Philanthropic Support by Giving Level ............................................................................. 14
The Mountbatten Society ................................................................................................. 14
The Lockwood Society ......................................................................................................... 14
The Castle Club ......................................................................................................................... 15
Other Supporters .................................................................................................................... 16
Philanthropic Support by Class...............................................................................................26 Thanks a Million!.............................................................................................................................. 33 In-Kind, In Honor of, and In Memory of Gifts ............................................................. 34 Named Endowed Funds.............................................................................................................. 38 Fully Funded Scholarships......................................................................................................... 39 Ways to Give....................................................................................................................................... 40 Planned Gifts ..................................................................................................................................... 40
FRONT COVER: 1. Students dress in traditional clothing to participate in the
Welcoming Ceremony. 2. Students plan their route on a Wilderness trip. 3. Students and faculty paint the Mexico side of the US border wall during a Southwest Studies trip. PHOTO CREDITS: Christie Baskett, Patti Bose, Josefine Bruun-Meyer ‘17,
Felix Jung-Gutierrez ‘16, Carl-Martin Nelson, Ange-Vanessa Nsanzineza ‘17, Jose Pablo Salas Rojas ‘06, John Sheedy, Charlie Thompson ‘16, Tara Trudell, Valerie Wells (ValerieWellsPhotography.com).
LETTER FROM the BOARD CHAIR I have often said that the best part of serving as chair of UWCUSA is the opportunity to see our school and the movement from so many perspectives. I am pleased to report the following:
STEVEN F. DICHTER BOARD CHAIR
Our students are as diverse and idealistic as ever, with many talents and great potential. Our staff and faculty continue to work together to create an amazing educational experience in the uniquely beautiful hills of Montezuma. Our alumni and friends support the school generously, with their ideas, resources, and global network. Our board works together as a team to ensure all stakeholders are represented and that we are building a strong and enduring institution. Our mission continues to be at the center of what we do as we work together to continually improve the student experience— and, of course, improve the world one student at a time! As many of you know, the compelling mission of the UWC movement combined with our dynamic community produces exciting initiatives every year. I’d like to share a few ways in which our school and community is becoming stronger: Alumni Impact Award. As our alumni mature, we can increasingly celebrate how they are applying UWC values to the challenges of our world. Please see the profile online of Dr. Julie Hall, the inaugural winner of the prize. Educational Program. Mukul Kumar ’89, our outgoing president, championed numerous innovations, including a focus on 21st- century skills and further development of a program fostering the skills of social entrepreneurship. Project Week. With new ways for alumni to be engaged in the education of our students, more than 70 alumni participated in Project Week this year as hosts, mentors, and advisors.
Davis-UWC IMPACT Challenge. For the second year in a row, the UWC-USA community met Shelby M.C. Davis’s generous challenge designed to increase participation and giving on the part of alumni and parents. Facilities Plan. To better support the educational program, the board initiated a study of the facilities to determine which facilities need the most immediate attention. New Board Members. We added three new trustees, all of whom are alumni: Barbara Ann Bernard LPC’99, Justin Lee ’99, and Marisa Leon ’87. We would also like to welcome Dr. Victoria Mora as UWC-USA’s fifth president. As the parent of a UWC-USA alumna, she has an outstanding understanding of what we do here and why we do it. I encourage you to get to know Victoria by reading about her on our website or in the upcoming issue of Kaleidoscope. Even better, arrange a time to speak with her. I want to thank three departing trustees who have provided invaluable guidance over the past years and who have served our community tirelessly. Amin Badr-El-Din, Jim Leonard, and Michael Taylor ’91 have served for a combined 25 years on the board. Michael, in particular, as chair of the Finance Committee, guided us as the Armand Hammer Trust wound down and created a more self-sufficient financial model. Finally, on behalf of the students, faculty, and staff of UWC-USA, I thank you for your support. Our community gets stronger every year with your help and ongoing commitment. Regards, Steven F. Dichter Board Chair
1 UWC-USA Annual Report 2016
Dear Friends and Members of the UWC-USA Community,
LETTER FROM the PRESIDENT
MUKUL KUMAR ’89 PRESIDENT
Not very many people get to have two life-changing experiences at UWC-USA. I consider myself very lucky. In the fall of 2013 I was invited to explore returning to UWC-USA to take advantage of an opportunity to repay my debt of gratitude to this transformative institution. In less than two years, we have markedly strengthened the student experience, established greater transparency with a range of constituencies, cultivated relationships for recordbreaking fundraising, and erased the operating deficit of the school. Though there is still much to be done to achieve the excellence a UWC should expect, we have a strong foundation along with momentum. I feel confident that as I end my tenure, the school is well-positioned for success. This year featured enrollment of 234 students from 76 different countries. The celebrated diversity of this community continues to grow, and visitors to campus speak highly of our students’ passion for change and growth. Among the many programmatic successes this report highlights, I’d like to mention both the 21st Century Skills and the Global Social Impact programs. I encourage you to read more about them in this report and watch the progress in the coming years. I am very pleased that we have the opportunity to contribute curricular innovation to the UWC movement, the IB, and education in general. Two other important developments are the launch of the CEC Journal and the increase in alumni engagement with our students —particularly with alumni during Project Week. There are now 19 clearly articulated ways for alumni to contribute to the success of our students on and off campus. More than 70 alumni, for example, interacted with students during Project Week in cities across the country. In terms of supporting our students, I would like to especially thank the classes of 2016 and 2017, all of whom contributed to the Annual Fund this year. This astounding 100 percent level of giving is a remarkable and enviable accomplishment, and the students should be proud of themselves. I also want to specifically thank Shelby M.C. Davis for his continued support of the school
along with the Maritz family and the many young alumni who took part in the Young Alumni Challenge this spring. Altogether we raised nearly $1,875,000 for the Annual Fund and were the first UWC to meet the Davis-UWC IMPACT Challenge requirements with both number of donors and dollars raised. These funds, so critical to scholarships and support of our academic and ExEd program, helped us serve the needs of our students by providing books, meals, equipment, and activities. But most important, the Annual Fund helps support the outstanding faculty who work so hard to create a challenging and supportive environment for our students. On behalf of the entire UWC-USA community, I want to thank everyone who supported the students this year. Our commencement speaker this May, Oscar-winning director Gavin Hood, spoke to all of us about the importance of writing our own stories. A gifted storyteller, writer, and filmmaker, Gavin challenged us to own our narratives and write the stories that feature our best selves. As Gavin spent the weekend with us, he saw our students asking questions at a screening of his latest movie Eye in the Sky, sat through the entire Blue Moon Café, and entertained our guests and dignitaries. One of the great joys of working here is having the opportunity to see UWC-USA through the eyes of visitors. As I make plans to write the next chapter in my life, I want to thank the UWC-USA community for their support of the school and their willingness to live the UWC mission in their daily lives. The work we are doing has never been more important, and the promise of Kurt Hahn’s original vision has never been more compelling. Mukul Kumar ’89 President
2015-16 Board of Trustees Steven F. Dichter, Chair Mark Alexander Amin Badr-El-Din Marc P. Blum Leigh Ann Brown Sebastien de Halleux ’96 Ben Jones AC’91 Marybeth Kravets Mukul Kumar ’89 Kuo-Chuan (KC) Kung ’87 James Leonard
Ben Melkman ’98 Peter Ruggiero Jonathan L. Schneider Thomas Schwingeler ’86 Monique B. Seefried Sujatha Srinivasan Subitha Subramaniam ’88 Michael C. Taylor ’91 Tyler C. Tingley Melanie Weston ’86
THE CELEBRATED DIVERSITY OF THIS COMMUNITY CONTINUES TO GROW AND VISITORS TO CAMPUS SPEAK HIGHLY OF OUR STUDENTS’ PASSION FOR CHANGE AND GROWTH.
Distinguished Trustees Nancy Anixter William Anixter Alvin Chereskin Shelby M.C. Davis Thomas P. Dickerson AC’68 Virginia Dwan Phyllis Rothschild Farley Amy Yeager Geier Philip O. Geier III
Dorothy Goodman William H. Moore III Ronald W. Rubinow Louisa Stude Sarofim Michael Stern ’89 James B. Taylor Sarah W. Taylor Litsa D. Tsitsera
Emeritus Leaders Lisa A.H. Darling, President Emeritus Philip O. Geier III, President Emeritus Phil Lockwood, President Emeritus James B. Taylor, Chairman Emeritus
UWC-USA Annual Report 2016
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FINANCIAL REPORT Greetings from Hong Kong,
KC KUNG ’87 BOARD OF TRUSTEES AND FINANCE CHAIR
As I begin my tenure as chair of the Finance Committee, I would like to first thank Michael Taylor ’91 for his stewardship of the Finance Committee over the past six years. Michael has been a master of financial discipline and clear communications, and I am keenly aware of the big shoes to fill and look forward to serving the UWC-USA community in the coming years. I am a 1987 graduate of UWC-USA and attended on a full scholarship. As a student, I knew little about the financial status of the school and didn’t even know who paid for my education. Today, members of our community expect clear information about the financial underpinnings of the school. I am committed to meeting this expectation. As a trustee, I field many questions from my fellow alumni about the finances of the college: The college is well-funded and has a large endowment, why do you continue to ask us for money? Why are we taking fee-paying students, a practice that may compromise the diversity so important to UWC-USA? Are there areas where we can cut costs? Why are our president and head of school so well-paid? These are all important questions. I’d like to offer some short answers: We do have an endowment of approximately $109 million, but that and other sources of revenue combined are still not sufficient to pay for our desired operating budget. We have been meeting our budget by deferring spending on major capital projects, which will need to be incurred in the coming few years. Taking fee-paying students is one way to help balance our budget. We are doing this carefully, weighing socioeconomic diversity throughout the process. Even “full” fee-paying students are getting a meaningful subsidy. Yes, we are always looking for cost-saving opportunities that will not sacrifice the quality of the student experience. We do know based on benchmarking with other similar schools that our cost structure is not outside the normal range.
The board’s Governance Committee conducts executive compensation benchmarking reviews periodically for key administrative positions, including president and head of school. The findings show UWC-USA to be squarely within the normal range of compensation given our student-body size and boarding-school nature. The bottom line is this: Delivering a high-quality education is expensive, and delivering a unique UWC experience is even more expensive. To meet our mission and aspirations, we will need to increase funds for scholarships, endowment, and capital projects. To highlight the key messages, I have presented our financial position in a slightly different way from previous years below: In 2015-16, the college achieved a small surplus of $449,594 compared with a shortfall of $1,230,320 in 2014-15. In the coming years, because of the need for major capital expenditure projects, the college will continue to be under pressure to balance its budget. It cost the college $43,083 to educate one student in 201516. One arrives at this figure by dividing operating expenses plus capital expenses at UWC-USA by 234, the number of students. Of the total revenue of $11,852,829, tuition (from national committees and parents) accounted for $3,507,116 or only 30 percent. The balance of 70 percent was contributed by nontuition sources. This means that an average UWC-USA student paid only $14,988 in tuition for an education that cost $43,083 to deliver. Put differently, an average UWC-USA student received a 65 percent scholarship. I am sure this is among the most generous scholarship programs in the world! So who paid for all this? The endowment (funded by contributions) transfer alone accounted for 44 percent of our revenue this year. The other sources of revenue were Annual Fund contributions (15 percent), Davis grants (8 percent), and summer program revenues (3 percent).
Fortunately, we now have greater awareness of the financial needs of the college and our fundraising efforts are bearing fruits. Gifts to the Annual Fund have increased from $1,337,342 in 2012-13 to $1,873,219 in 2015-16 despite the global economic malaise. The percentage of alumni donating increased from 22 percent in 2012-13 to 35 percent in 2015-16, indicating a broadening of our donor base over the past three years and greater support for the future. While we extend our gratitude to Shelby M.C. Davis for leading the way, I would like to add my heartfelt thanks to all of you who have joined us in support of UWC-USA. We know that UWC has the ability to capture the imagination of donors who have little previous contact with our school and mission. We also know that our alumni have been tremendously supportive in the past and their generosity is increasing. We thank you very much for your stewardship of this great institution and the past, present, and future students who live the mission every day. Sincerely, KC Kung ’87 Board of Trustees and Finance Chair
Revenues Funding Released from Endowment Tuition from Families and National Committees Gifts to Operations Davis Initiatives Grants Summer Programs/Auxiliary Income Endowment funds released for Davis Scholars Abroad Deficit Covered by Reserves TOTAL REVENUE
Expenses Educational Programming* General Administration Facilities Expenses US Davis Scholars Abroad Capital Expenditures Surplus Added to Reserves TOTAL EXPENSES AND TRANSFERS
FY 2016
FY 2015
$ 3,845,009
3,769,573
$ 3,507,116 $ 1,778,452 $ 1,000,000 $ 400,508
2,895,448 1,472,625 1,037,500 263,418
$ 1,321,744 $ – $ 11,852,829
FY 2016
11% 32%
11%
3% 8%
1,001,776 1,230,320 11,670,660
15%
30%
2% 4%
FY 2015 11%
$ 7,452,178 $ 1,101,128 $ 1,336,971 $ 1,321,744 $ 191,214 $ 449,594 $ 11,852,829
7,895,259 1,220,796 1,193,878 1,001,776 358,952 – 11,670,661
11% 63%
9%
*Funds used for housing students and carrying out academic and co-curricular programs, including compensation and support for employees who facilitate these programs.
Cost to educate a single UWC-USA student in 2015-16
Cost per student: $43,083
Average “subsidy” per student: $28,096
Tuition received per student: $14,988
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Each fee-paying student paid the published tuition of $36,750, which does not cover the full cost of $43,083. This means that even the “full” fee-paying students receive a significant subsidy to attend UWC-USA.
NATIONAL COMMITTEES N E A R LY A L L S T U D E N TS W H O S E E K to study at one of the 15 UWCs apply to a national committee rather than directly to a UWC. There are more than 150 national committees around the world; most are run entirely by volunteers. These committees review approximately 10,000 applications to select more than 1,400 promising candidates to attend one of the 15 UWCs. This unique system enables students to be selected from within their own communities and cultures. All U.S. citizens and permanent residents apply to UWCs through the Davis Scholarship competition, which is run by the U.S. selection committee. Approximately 50 accepted students receive full merit scholarships (tuition, room, and board) to attend one of the UWCs for the full two-year program. UWC-USA helps coordinate and support the U.S. selection committee and its wider group of volunteers. Committee members read hundreds of applications and conduct dozens of interviews to select the newest cohort of Davis Scholars. Last spring, 70 semifinalists were invited to Montezuma to take part in two days of activities, which allowed candidates to better understand the UWC experience and gave committee members the chance to observe prospective students interact with faculty, staff, current UWC students, and each other. Candidates who needed financial assistance were awarded travel scholarships to ensure that all who wanted to participate could do so. We are deeply grateful to the U.S. selection committee and to volunteers throughout the world who enable the UWC selection to happen.
U.S. Selection Committee CO-CHAIRS Xochitl Torres Small WK’03 Law clerk, U.S. District Court for the District of New Mexico in Las Cruces, New Mexico Jim Pautz ‘02 Vice president of coaching operations at Fullbridge in Cambridge, Massachusetts COMMITTEE MEMBERS Gigi Modrich ’00 Attorney-Advisor, U.S. Department of the Interior, Office of the Solicitor, Division of Indian Affairs in Washington, D.C. Elisa Cundiff LPC’03 AP computer science teacher, Las Cruces High School in Las Cruces, New Mexico Amy Garrou Independent counselor, InGenius Prep (college admission counseling) Shaun Mabry MC’01 Deb Shaver Dean of Admission, Smith College in Northampton, Massachusetts Laura Simeon AC’86 Librarian and diversity coordinator, Open Window School in Bellevue, Washington
UWC-USA 2015-16 by the NUMBERS
WHERE in the WORLD are we FROM?
NUMBER OF COUNTRIES OUR STUDENTS REPRESENTED IN 2015-2016............................................................................................................ 76
PERCENT INTERNATIONAL STUDENTS ................................................................ 79 PERCENT OF STUDENTS RECEIVING FULL SCHOLARSHIPS ................... 43 PERCENT OF STUDENTS RECEIVING ANY SCHOLARSHIP....................... 82 AVERAGE IB SCORE FOR CLASS OF 2016 ............................................................ 33 COMMUNITY-SERVICE HOURS PROVIDED..................................................................................................................................... 17,000 POUNDS OF PRODUCE GROWN ON OUR FARM ....................................................................................... 5,952 EGGS PRODUCED ON OUR FARM.................................................................................................... 3,120 FACULTY-TO-STUDENT RATIO .................................................. 1:18 COURSES OFFERED.............................................................................................................. 27 BUILT SQUARE FOOTAGE .............................................................................................................................................................................250,198 GET-AWAY FAMILIES ........................................................................................................... 77 ACRES AT UWC-USA.................................................................................................................. 116 APPLICANTS FOR 50 DAVIS SCHOLARSHIPS.......................................................................... 376 PERCENT OF 2016 GRADUATES ATTENDING HIGHLY SELECTIVE US COLLEGES AND UNIVERSITIES.............................. 67 ALUMNI....................................................................................................................................................................... 3,335 LANGUAGES TAUGHT ....................................................................................................... 19 ALUMNI INVOLVED WITH PROJECT WEEK 2016 .............................................. 70
Afghanistan (1) Albania (2) Argentina (1) Armenia (4) Australia (2) Austria (2) Bahamas (2) Barbados (2) Belgium (6) Bolivia (1) Botswana (1) Brazil (1) Bulgaria (1) Canada (4) Cayman Islands (1) Chile (2) China (12) Colombia (1) Denmark (4) Egypt (1) Eritrea (1) Ethiopia (1) Finland (3) France (1) Germany (7) Ghana (1) Greenland (1) Guyana (1) Hong Kong (5) India (3) Indonesia (6) Iran (1) Israel (3) Italy (2) Jamaica (2) Japan (6) Kenya (2) Lebanon (1)
Luxembourg (2) Malaysia (5) Mauritius (2) Mexico (5) Morocco (1) Namibia (1) Nepal (5) Netherlands (5) New Zealand (1) Niger (1) Nigeria (3) Norway (5) Oman (3) Pakistan (1) Palestine (3) Panama (1) Peru (1) Poland (1) Portugal (2) Romania (1) Russia (1) Senegal (4) Singapore (2) Slovakia (1) Somalia (1) Spain (5) Sweden (2) Switzerland (1) Syria (2) Tibet (1) Trinidad and Tobago (2) Turkey (2) United Arab Emirates (2) United Kingdom (7) United States (49) (26 states) Venezuela (2) Vietnam (1) Zimbabwe (2)
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NUMBER OF STUDENTS.................................................................................................................. 234
1 21st Century Skills— Education and Assessment
INNOVATIONS & DEVELOPMENTS I N T H E PA S T F E W Y E A R S a number of children of UWC-USA alumni have matriculated here
in Montezuma prompting discussions about what has changed and what is still the same. While many of the program elements remain the same from the founding of the school, each year sees developments tied to new technology, better practice, changing cultural norms, and trends in education. Outlined in the following pages are five initiatives that have enhanced existing educational opportunities for our students. Faculty and administrators frequently ask students throughout their tenure at UWC-USA how their educational experience can be improved. Students fill out surveys, participate in focus groups, and share their feedback informally with faculty. This data is critical to improving the educational program at UWC-USA, and several of the developments described are a result of a relentless effort to use data to improve learning.
When you ask UWC-USA alumni what they most value about their UWC experience, they invariably speak to what are traditionally called “soft skills” learned in the dormitory, on a Wilderness experience, or working in a soup kitchen. These 21st-century skills have long been part of a UWC-USA experience, but we are now formally weaving them into the ExEd (Experiential Education, formerly “CAS”) curriculum and developing online tools to assess them. New in the past year are several specific activities and retreats designed to help students reflect on and deepen the skills developed in their UWC-USA experiences. Under the leadership of the ExEd staff, students have also developed digital portfolios designed to contain “artifacts” such as videos, journal entries, letters, reflections, and images to demonstrate what they have learned. These skills are critical to solving the complex problems the world faces today, but they are also the skills necessary for success in college and beyond for our graduates. In short, the 21st Century Skills program at UWC-USA helps: Students see how their skills develop Document and measure skills traditionally called “soft skills” Faculty understand how students are developing skills critical to the UWC mission Demonstrate thought leadership within the broader education community
2 Agroecology Research Center The Agroecology Research Center—or the farm—is a new element to our educational program that provides students with opportunities to conduct research, grow food for their community, participate in community service, learn about food supply and safety, and contribute to the UWC-USA and local community and economy. More than most other learning environments at UWCUSA, the farm blends the academic and experiential education programs, creating a rich learning and research environment. Students have used the farm to conduct research and gather information for hundreds of essays and projects. These kinds of projects can happen anywhere, but the results of the research can have an immediate impact on the practices at the farm, making it a highly authentic activity. Also, like the Wilderness programs, the farm takes most of our students out of their normal range of activities and challenges them to learn about different things. Exposing students to a wide variety of activities is at the core of what makes UWC-USA a rich and challenging learning environment. In short, the farm provides the following:
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EXPOSURE TO A WIDE VARIETY OF ACTIVITIES IS AT THE CORE OF WHAT MAKES UWC-USA A RICH AND CHALLENGING LEARNING ENVIRONMENT.
Community service opportunities—more than 1,800 hours each year An opportunity for students to grow food to eat in the dining hall—a chance to contribute to their community A positive point of intersection with the community A challenging and new experience for most of our students A rich environment for academic research
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Bartos Institute for the Constructive Engagement of Conflict—New Developments Founded in 2001, the Bartos Institute for the Constructive Engagement of Conflict (CEC) hosts a wide array of program areas that help students learn how to engage in conflict in constructive, creative, and sophisticated ways. While the CEC has long hosted the Annual Conference, coffee tables, Global Issues, and guest speakers/ fellows, the CEC is expanding its role as a signature program area with the following innovations:
Beyond New Mexico
New Mexico
UWC-USA
Retreats encourage students to reflect on their journey toward competency in 21st-century skills. Facilitator training helps students develop the skills to become stronger facilitators of dialogue, groups, and organizations. The CEC Journal—a new online journal—features submissions by thought leaders in the areas of conflict, peace studies, activism, and community organizing. Bartos Fellows will now have longer residencies at UWC-USA and integrate more fully into the community—sharing their expertise (in classes and the community) over the course of two or three months rather than two or three weeks. Media projects will feature more prominently into the CEC with students developing content that can be shared through traditional and social media. The entire program is being recast in terms of circles of engagement with initiatives focused on UWC-USA, New Mexico, and beyond New Mexico. The goal is to help students engage in ever-widening circles throughout their two years at UWC-USA, providing them with support, training, and feedback. By the time they graduate, they will have the skills and experience to be exemplars of the UWC mission in college and beyond.
BEGINNING IN THE 2016-17 ACADEMIC YEAR, STUDENTS WILL BE OFFERED A MORE FORMAL WILDERNESS LEADERSHIP TRACK.
Global Social Impact— San Francisco The Global Social Impact initiative is designed to help students create a solution to a problem that can then be pitched as a startup. Students work together, absorbing and incorporating feedback, to produce a final product and the pitch necessary for successful fundraising. The process of selecting the team and the product being pitched relies heavily on the 21st-century skills that are central to the Bartos Institute at UWC-USA. Specifically, students must demonstrate problem-solving, teamwork, and communication skills to excel. In March 2016, eight students developed an app that scans and summarizes written text to help students read and internalize challenging reading assignments. They refined the product and developed a presentation, which they pitched during Project Week to alumni and other technology leaders in Silicon Valley, California. In short, GSI Project Week provides the following: Opportunities for alumni to be deeply involved in a Project Week Authentic educational opportunities for students A venue for students to demonstrate mastery of 21st-century skills Positive public relations for the UWC-USA and UWC brands
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Wilderness Leadership Progression While Wilderness at UWC-USA has been a signature program area since the earliest years, Rachel and Anders Fristedt (co-directors of Wilderness) have designed a coherent scope and sequence to help students further develop wilderness and leadership skills and then apply the skills in increasingly challenging settings. While second-years have opportunities to participate on Wilderness trips throughout their second year, there is currently no formal program for them to develop skills after they have completed their first year. Beginning in the 2016-17 academic year, students will be offered a more formal leadership track that will focus on leadership skills, group facilitation, risk management, and outdoor skills. These skills will be modeled by faculty and the co-directors and taught during additional leadership trips throughout the year using curricula adapted from the National Outdoor Leadership School (NOLS) and Outward Bound. The capstone of this new Leadership Progression will be working with students from local Las Vegas schools in a Wilderness program (like Camp UWC). This community service program will create further opportunities for second-years to practice their leadership skills while providing a positive Wilderness experience—steeped in the UWC mission—for members of the community. In short, the Wilderness Program and the changes to the Leadership Progression provide the following: Development of leadership skills that are applicable beyond the wilderness setting A setting for all students to learn new skills on an “even playing field” Additional leadership training for second-years Programming for youth in the Las Vegas community
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CLASS of 2016 MATRICULATION LIST Below is a list of colleges and universities the Class of 2016 will attend. Some students choose to take a gap year before beginning their postsecondary education, and some are required to do national service before attending university. American Musical and Dramatic Academy Bard College Bennington College Bocconi University Boston University Brown University (2) Colby College College of the Atlantic (2) Colorado College Columbia University (2) Connecticut College Cornell University Dartmouth College Davidson College (2) Earlham College (4) Ecole Hoteliere de Lausanne George Washington University Georgetown University Gettysburg College King’s College London (3) Leiden University (2) Maastricht University Macalester College Massachusetts Institute of Technology (2) Methodist University Middlebury College (3) Minerva Schools at KGI (3) New York University Northeastern University (2) Northwestern University (4) Notre Dame of Maryland University Oberlin College Oxford Brookes University Oxford University
Pitzer College Pomona College Queen Mary University of London Reed College St. Lawrence University Savannah College of Art and Design Skidmore College Smith College (3) Soka University Stanford University Trinity College University for the Creative Arts, Epsom University of British Columbia (2) University of California, Berkeley University of Edinburgh University of Florida (6) University of Groningen University of Miami University of Michigan University of North Carolina, Chapel Hill University of Oklahoma University of Paris, Sciences Po University of Texas at Austin Wharton School of the University of Pennsylvania Wellesley College Williams College (3) Yale University Yale-NUS College Gap Year (12) Global Citizen Year (3) Military Service (2) Semester at Sea (2) Unknown at print time (1)
Annual Fund Volunteers
It gives me great pleasure to report on UWC-USA’s 2015-2016 Annual Fund. The Annual Fund, which runs from June 1 to May 31, supports UWC-USA’s operating budget. Every gift directly benefits UWC-USA students by helping to pay for community service and Wilderness programs, classroom instruction, scholarships for international students, operation of facilities, and much more. Every year, the Annual Fund is made possible through the efforts of alumni volunteers and a number of friends who give their time and energy to advocate in support of our school. Along with Melanie Weston ’86 and Bassirou Sarr ’05, my Annual Fund Committee co-chairs, I’d like to extend our deepest thanks to our volunteers and the many UWC-USA alumni, parents, students, faculty, staff, and friends who donated to help make this year’s fundraising effort the school’s strongest. Indeed, the year was record-breaking. We received gifts from more than 1,600 individuals and organizations, far exceeding previous totals. In addition, nearly 36 percent of our alumni participated by making a gift, a strong increase from the 29 percent who gave last year and a school record. We owe a great deal of the credit for this year’s achievements to Shelby M.C. Davis and his $1 million Davis-UWC IMPACT Challenge, which was successfully completed by UWC-USA. The goal of this challenge was to expand the school’s donor base by inspiring alumni, parents, and friends to give to the school. Our record-breaking number of donors indicates that this effort was successful, and we have Shelby to thank for generously offering this important incentive. In addition to the impressive numbers, I’d like to highlight some new initiatives we undertook this year. In the fall, we introduced a robust social media–friendly peer-to-peer fundraising platform called Classy. On December 1, 2015, we completed our first Giving Tuesday, a yearly global philanthropy day founded by the United Nations Foundation and the 92nd Street Y, with impressive results. In April, we launched our first Young Alumni Challenge, which resulted in a quadrupling of gifts from our younger alumni during the period. As a result of their innovative fundraising strategy during the Young Alumni Challenge, the class of 2010 achieved an astounding and record-breaking 75 percent giving participation. In addition, the Class of 1986 completed a three-year effort to raise a full scholarship for a student in need; the class of 1986 Scholar arrived on campus in August. Melanie, Bassirou, and I would like to express our gratitude to the growing family of UWC-USA supporters around the world for giving their passion, time, and money in service of young people who will make positive change. Last but not least, a word of appreciation for our unsung hero, Graham Rasmussen, our director of annual giving. Without his leadership, guidance, patience, persistence, and support, I have no doubt that I would be writing a very different report.
ANNUAL FUND CO-CHAIRS
Mustu Barma ’98 Annual Fund Co-Chair
Melanie Weston ‘86 (T) Mustu Barma ‘98 Bassirou Sarr ‘05 Andrés Franco-Vasco ’84 Paul Grimes PhD ’84 Eugenio Ruggiero PhD ’84 Hoda Salem ’84 Ken Yeung ’84 Bonnie (Horie) Bennett ’85 Dorrie Brooks ’85 Rona McNeil ’85 Theotonio Monteiro de Barros ’85 Michal Lord-Blegen ’86 Colleen (Lewis) von Eckartsberg ’86 Carla (Castellanos) Bass ’87 Marisa Leon Gomez ’87 Karen Taylor de Caballero ’87 Raphael Valdivia ’87 Mauricio de Arruda ’88 Erin (Kennedy) Woods ’89 Tal (Oron) Cohen ’90 David Collison ’90 Sandra Gastañaduy-Collison ’90 Raechel Waters PhD ’90 Mike Taylor ’91 (T) Brian Lax ’92 Clay Samford ’92 Melanie Bush ’93 Kristina Dahlstrom ’93 Lee (Bruce) Douglas ’94 Clio Knowles ’95 Will Mendoza Torrico ’95 Jim Bowen ’96 Gert Ceville-Danielsen ’96 Serap (Bindebir) Bardak ’97 Shannon (Duncan) Bodwell ’98 Ariel (Hearne) Maddocks ’98 Valerie Gerber ’99 Sabrina (Das) O’Dwyer ’99 Kate (Saldin) Hunter ’00
Daniela Emmerich Lopez ’00 Adani Illo ’01 Joel Larson ’02 Mindy Chilman McComb MD ’03 Jessica Mowles ’03 Brien Darby ’04 Taylor Howard ’04 Natalia Bernal-Restrepo ’05 Felix Forster ’05 Justin Karfo ’05 Leo Añó Stephens ’06 Halima Hima ’06 Nelson Chiwara ’07 Ciara McCartney ’07 Zohar Perla ’07 Mars Chapman ’08 Shen Yoong ’08 Luke Brennan ’09 Natalie Kennelley ’09 Sal Lavallo ’09 Federico Sucre ’09 Elena Tonc ’09 Rayah Al Farah ’10 Zippy Guerin ’10 Daniel Yeboah-Kordieh ’10 Iris van der Heijden ’11 Taran Veerman ’11 Morgante Pell ’12 Patrick Drown ’13 Fiachra MacFadden ’13 Samuel Haddad ’14 Jessika Nebrat ’14 Otto Zhen ’14 Irvin Brown ’15 Cecilia Wallace ’15
12/13 UWC-USA Annual Report 2016
ANNUAL FUND REPORT and VOLUNTEERS
THANKS a MILLION Davis-UWC IMPACT Challenge
WITH THE DAVIS-UWC IMPACT CHALLENGE, SHELBY INVITED OTHERS TO PAY IT FORWARD.
32/33 UWC-USA Annual Report 2016
UWC patron Shelby M.C. Davis launched the Davis-UWC IMPACT Challenge across the 15 UWC colleges in August 2015. This $15 million match-funding incentive was designed to encourage and increase donations from UWC alumni, parents, and other UWC supporters. Each of the current 15 UWC colleges will benefit from $1 million in new funding provided they register an overall increase in the number of alumni, parents, friends, and family making gifts. Over the years, Shelby’s support has helped UWC thrive. Thousands of students and alumni have benefited directly from his funding for UWC scholarships, university fees, and multiple other projects. With the Davis-UWC IMPACT Challenge, Shelby invited others to pay it forward. It is increasingly important that UWC builds a solid funding base in order to guarantee that it can continue to offer scholarships and financial assistance to every student based on their needs. UWC’s extensive scholarship model is one of the key features that sets us apart from other schools. It enables us to bring together a diverse student body from so many different cultural and social backgrounds, opening up an incredible exchange of ideas and creating infinite possibilities to change the world for the better. UWC-USA is fortunate to have the support of a fantastic group of donors, and we’re pleased to announce that we were the only UWC to complete the Davis-UWC IMPACT Challenge in just six months, unlocking $1 million from Shelby for scholarships. At the end of our 2015-16 year, we had 1,584 qualifying donors, an increase of 261 or 20 percent over the prior year. Thanks a Million to all of you who helped us earn the extra $1 million!
NAMED ENDOWED FUNDS We are grateful to the generous donors who set up the following named endowment funds and encourage additional gifts to any of these funds. To create a new fund (minimum gift of $50,000), please contact Christie Baskett at 505-454-4214.
African Scholarship Endowment Fund Erick Argueta International Fund Asian Scholarship Endowment Fund Bartos Institute for the Resolution of Conflict Fund Brandenburg Endowment Fund The Brown Foundation Scholarship Endowment Fund Campus Center Principal Fund Castle Endowment Fund Amadou Cisse Senegalese Student Aid Endowment Fund Class of ’89 Endowment Fund Davis Conflict Area Endowment Davis Endowment Fund Davis - Faculty/Staff Development Fund Sebastien de Halleux Scholarship Endowment Dwan Light Sanctuary Endowment Fund Eastern Europe Scholarship Endowment Fund Lucas J. Finnegan ’98 Scholarship Fund Franklin Endowment Fund Geier International Scholarship Endowment Fund Geier Plaza Endowment Fund General Operating Endowment Fund General Scholarship Principal Fund Getz Beneficial Fund Principal Greek Scholars Endowment Fund Gulf Interstate Company Endowment Fund Armand Hammer Memorial Endowment Fund Helenty Homans Scholarship Endowment Hoover Fund Principal The Huntsman Scholarship Fund Indian Student Scholarship Endowment Fund Bertrand Kan Merit Scholarship Endowment Rita and KC Kung Scholarship Lansing Field House Endowment Fund Latin American Scholarship Endowment Fund
Lucille Lockwood Principal Fund Ted Mann Scholarship Fund Sally C.M. Martin Memorial Endowment Fund Middle East Endowment Fund Middle East Scholarship Endowment Fund Morrie Moss Endowment Fund Muslim Girls Scholarship Endowment Fund Chris Pancoast Memorial Scholarship Fund Kaushalya Parashar Endowment Fund Anthony Portago Scholarship Endowment Ron Prieskorn Endowment Fund Public School Teacher Initiatives in International Education Fund Victoria Ransom ’95 and Alain Chuard Scholarship Rifkin Endowment Fund Carola Warburg Rothschild Fund Kristian Segerstråle ’96 Scholarship Socially Aware Endowment Fund Noam Stampfer Scholarship Endowment Fund I Noam Stampfer Scholarship Endowment Fund II Hilde and Fritz Tannhauser Memorial Scholarship Technology Endowment Fund Dan Tyson Memorial Endowment Fund Frances K. Tyson Fund for Environmental Studies and Sustainable Development Wilson Family International Endowment Fund Charles Wong Scholarship
Students helped staff a photo booth to creatively thank donors on Giving Tuesday.
Alumni gathered with members of the Advancement Team during a meeting at Princeton University.
The following named endowed funds provided a full scholarship for the student from the country listed. We are grateful for the many endowed funds that also provide partial scholarships, but because of space limitations, the following only could be listed.
In addition, the following full scholarships were provided this year through current year donations. We are grateful for the many donors who support scholarships, but because of space limitations, the following only could be listed.
Scholarship
Students Supported in 2015-16
Conflict Area Endowment Fund
Thandolwenkosi ’17, Zimbabwe
Davis Scholars Endowment Fund
48 American students
Davis Asian Scholarship Endowment
Tianzhi ’17, China; plus partial scholarships for 6 students
Davis Eastern European Scholarship Endowment
Alex ’16, Slovakia; plus partial scholarships for 7 students
Davis Latin American Scholarship Endowment
Partial scholarships for 9 students
Davis Middle Eastern Scholarship Endowment
Joseph ’16, Syria; plus partial scholarships for 6 students
Sebastien de Halleux Scholarship Endowment
Ange-Vanessa ’17, Kenya; Zohar ’17, Belgium (half to each)
Lucas Finnegan ’98 Memorial Scholarship Fund
Mohamed ’17, Somali refugee camp in Kenya
Geier International Scholarship Endowment Fund
Partial scholarships for 14 students
Helenty Homans Scholarship Endowment
Dana ’16, Palestine; Yftah ’16, Israel
Bertrand Kan Merit Scholarship Endowment
Olaf ’16, Netherlands
Rita and KC Kung Scholarship
Tsun Yin ’17, Hong Kong
Muslim Girls Scholarship Endowment Fund
Adji ’16, Senegal; Summia ’16, Afghanistan; Hadia ’16, Syria; Fresia ’17, Indonesia
Victoria Ransom ’95 and Alain Chuard Scholarship
Te Wharekotua ’16, New Zealand
Kristian Segerstråle ’96 Scholarship
Matias ’17, Finland
Noam Stampfer Scholarship Endowment Fund I
Mariana ’16, Bolivia; Maite ’16, Chile
Noam Stampfer Scholarship Endowment Fund II
Nour ’17, Egypt
Hilde and Fritz Tannhauser Memorial Scholarship
Merissa ’17, Guyana
Wilson Family International Endowment Fund
Jerome ’16, Lebanon
Scholarship
Students Supported in 2015-16
Andrade Scholar
Caio ’17, Brazil
Atwater Scholar
Fayrouz ’17, Palestine
Class of 1985
Peter ’17, Ghana
Horizon Scholar
Tenzin ’16, Tibet; Jihan ’17, Palestinian Camps in Lebanon; Makan ’17, Iran; Pradip ’17, Nepal
The Multinational Educational Charitable Trust 1909 Scholars
34 partial scholarships for students from various countries
RVVZ Scholar
Nare ’16, Armenia; Stella ’16, Armenia
Velux Scholar
Eliza-Teodora ’16, Romania; Atanas ’17, Bulgaria
Zell Scholar
Bar ’16, Israel
*For privacy reasons, the students’ first names only are listed.
38/39 UWC-USA Annual Report 2016
FULLY FUNDED SCHOLARSHIPS
WAYS to GIVE
PLANNED GIFTS
Your gifts to UWC-USA help students from around the world obtain a unique education that prepares them to become leaders for positive change—in the world and in their own communities. UWC-USA offers many opportunities to support the school:
Planned gifts create opportunities for our supporters and UWC-USA. There are many ways to make a planned gift. The best one will balance what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.
CREDIT CARD (including automatically recurring monthly gifts) Use your American Express, Discover, MasterCard, or Visa to make an online gift at www.uwc-usa.org/give or phone in your gift by calling 505-454-4265.
BEQUESTS The simplest way to make a planned gift is to name UWC-USA in your will. You can make a bequest of a certain dollar amount, a particular piece of property, a percentage of your estate, or a “residual” (what is left after making specific provisions for loved ones).
CHECK Make your check payable to the United World College-USA and mail it to the following address: UWC-USA Advancement Office P.O. Box 248 Montezuma, NM 87731-0248 USA GIFT OF STOCK You can contribute the fair market value of appreciated securities and avoid capital gains tax on the appreciated value of the stock. See www.uwc-usa.org/waystogive for the school’s broker information. GRANT You can designate UWC-USA as a recipient of a grant from a family foundation, charitable gift, or donor-advised gift fund. MATCHING GIFT Many organizations match charitable gifts of employees, spouses, directors, or retirees. Please request a matching gift form from your personnel office and send it with your gift to UWC-USA. To see whether your employer has a matching gift program, use our search tool on the upper right of the online-giving page (www.uwc-usa.org/give). FOR DONORS IN THE UNITED KINGDOM AND EUROPE Gifts may be sent via bank transfer to the UWC International Office in London. See www.uwc-usa.org/waystogive for details for the pound, euro, and U.S. dollar accounts as well as information on how to register for Gift Aid (a scheme for U.K. taxpayers, allowing donations to be worth 28 percent more at no additional cost).
GIFTS FROM RETIREMENT PLANS Retirement funds are often taxable—whether to you or your heirs— when withdrawn. If you make a gift directly from your retirement fund to UWC‑USA, you can often avoid these taxes by taking an offsetting deduction for your charitable gift. GIFTS THAT RETURN FINANCIAL BENEFITS Gifts that pay income are often favored by donors with appreciated assets such as a business, stocks, or real estate. These gifts can be structured to provide you and/or others with income, tax savings, and other benefits while leaving a lasting legacy for UWC-USA. To learn more about tax benefits related to planned giving, please speak to your financial advisor. If you would like to have a confidential dialogue about supporting UWC‑USA with a planned gift, please contact Vice President for Advancement Christie Baskett at 505-454-4214 or christie.baskett@uwc-usa.org.
UWC-USA is a 501(c)(3) organization, EIN 85-0297355. Our legal name is The Armand Hammer United World College of the American West. For more information on how you can support UWC-USA, please contact Vice President for Advancement Christie Baskett at 505-454-4214 or christie.baskett@uwc-usa.org.
UWC-USA Annual Report 2016
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P.O. Box 248 Montezuma, NM 87731-0248 USA www.uwc-usa.org
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UWC MAKES EDUCATION a force to unite PEOPLE, NATIONS, AND CULTURES FOR PEACE AND A SUSTAINABLE FUTURE.