CLARION UNIVERSITY FOUNDATION, INC. 2016-2017 ANNUAL REPORT PRESIDENT’S MESSAGE As I look back on this past year, it is striking to me the many ways that we have impacted people in our University community. This was put into sharper focus midyear as we developed and put to ink our Strategic Plan for 2017-2022. In that, our mission is always about serving people, both the students and the many constituencies that comprise the areas where we focus our energies and dollars. On the Human Resources front, the Foundation completed a multiyear, focused effort to secure a full complement of staff. In doing so we have brought together a seasoned, diverse and committed group of individuals dedicated to bringing our tactical and strategic goals to fruition. On the volunteer side of the Foundation we offered our gratitude to Scott Kroh, Chuck Motter and Jan Zidansek who this year completed their service as Board members. At the same time we welcomed three new members: Pete Talleri, Susan Slike and Bob Leeper. There is more to read about these new members later in the report. Also this year we said goodbye to Dr. Karen M. Whitney as University President. For more than seven years Karen has made Clarion her priority. We wish her well in her new role as Interim Chancellor of the Pennsylvania State System of Higher Education where we know Clarion will continue to be well represented. As we say goodbye to Karen, we next look to be engaged in the selection process for Clarion’s 17th President. The University President, like no other, offers the vision and leads the way for the institution. While this search is conducted, leadership will be aptly provided by Mr. Peter C. Fackler. We welcome Mr. Fackler and will do all we can to assist him in making his goals ours as well. And during the past year the Foundation pursued its mission in many financial ways. Specifically, we • Raised $1.4 million in private support • Increased our endowment by almost $4.0 million, or 12 percent, to $34,889,311. • Directly supported 718 students with scholarship awards • Provided $7.9 million in support to the University through operational and other services, campus programs, scholarships and grants • Secured assets for the Clarion Community Foundation totaling over $100,000 • Completed the first segment of our comprehensive campaign by raising close to $10 million for scholarships and annual funding needs. At the same time we started planning for the Tippin/Athletics phase of a focused campaign. • Identified ways to generate funding dollars for scholarships and other programs coincident with Clarion’s 150th anniversary celebration. It was certainly a busy year. Now I look forward to all that we have planned for 2017-2018 and invite you to join me in supporting Courageous. Confident. Clarion. Sincerely, Jane K. France, President STRATEGIC PLAN 2017-2022 One of the most important accomplishments of the strategic planning process completed this year was a well-received updated organization mission statement which proclaims: Clarion University Foundation, Inc., advances and fosters the University’s mission through fundraising, engagement, scholarships and advocacy. The Board of Directors assembled a Strategic Planning Task Force comprised of members of the Board of Directors and administrators from both the Foundation and the University, led by board member and chairperson Chris Allison. Key stakeholder listening sessions with 24 individuals from the University administration, the faculty, the community, the alumni and the board itself were completed. A two-day offsite planning meeting attended by Foundation staff, members of the board, and members of the University administration including President Karen Whitney was accomplished in December. An implementation planning effort was conducted by Foundation CEO Keefer and University Vice President for Advancement Geiger following the offsite planning session. At the regular February Board of Directors meeting, the plan was approved unanimously. The final plan consists of 18 broad objectives with 80 tactics to reach our goals. Work is well underway by all parties. Annual updates are provided to the board to assure accomplishment of our goals remains a priority. thank you FOR YOUR SERVICE Clarion University Foundation, Inc., would like to welcome the new members of its Board of Directors and thank departing members for their service. welcome Robert H. Leeper, a 1972 Clarion University graduate, joined the board in July 2016. He is managing director and a founding member of NFP Executive Benefits. Leeper lives in Pawleys Island, S.C. He established the Robert Leeper Entrepreneurial Learning Endowment, which supports internships and experiential learning opportunities for students at the Clarion University Small Business Development Center and Clarion University Entrepreneurial Leadership Center. Susan A. (Stehle) Slike, a 1979 graduate of Clarion University, re-joined the board in July 2016 after having served from 2001 to 2007. She is retired from Showcase Mobile Homes and lives in Shippenville. She and her husband recently established the Richard K. ’76 and Susan A. (Stehle) ’79 Slike Scholarship, which provides support to any Clarion County high school student attending Clarion University, of any major and year. Maj. Gen. Peter J. Talleri, a 1979 graduate of Clarion University, joined the board in July 2016. Talleri is retired from the United States Marine Corps and is now vice president of World IT Solutions, LLC. He lives in Southpointe. Talleri is recipient of the 2008 Alumni Association Distinguished Achievement Award. thank you D. Scott Kroh, a 1974 graduate of Clarion University, served on the board from 2007 to 2017. He lives in Latrobe and is president of Robindale Energy Services, Inc. Kroh and his wife, Pamela, established the Kroh Family Business Scholarship Endowment to benefit a student in the College of Business Administration and Information Sciences at Clarion University. The scholarship is intended for upper division students who maintain a strong academic performance in preparation for a successful career in a field of business. Charles Motter is a friend of Clarion University and served on the board from 2007 to 2017. He lives in Shippenville and is owner of Motter-Fleming. Motter received the Eberly Award for Philanthropy in 2002. Janet L. (Steiner) Zidansek, a 1972 graduate of Clarion University, was a board member from 2014 to 2017. A retired educator, she lives in Sewickley. 1 Who we are Foundation team assembled The Foundation has just completed a multiyear, focused effort to secure a full complement of staff. These individuals were carefully recruited for specialized knowledge, skills and characteristics that allow them to be effective in the positions they hold. Those attributes are important for individual success, but, more importantly, they are essential for team success. The Foundation, organized in 1969, was formed to promote educational purposes in connection with or at the request of Clarion University. Each team member’s role is vitally important to the work of today, which builds the Clarion University of tomorrow. Andrew Carnegie said “Teamwork is the ability to work together toward a common vision, the ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.” ADMINISTRATION AND FINANCE Michael R. Keefer Chief Executive Officer Max Smith Chief Operating Officer/ Chief Financial Officer Debra A. Everett Administrative Assistant/ H.R. Coordinator Brad Coulson Database Manager Scott Reinsel ’05, ’08 Accountant Richelle B. Aaron Finance/Data Clerk We appreciate the commitment of the Board of Directors to providing the time and resources necessary to build this team. 2 DEVELOPMENT Mike Greer Director of Development Larry Jamison ’87 Director of Planned Giving Colleen Sherman Development Officer Jamie Koshak Development Officer Chris Jones Director of Development for Intercollegiate Athletics Diane D. Beatty Secretary-Development ANNUAL FUND Budd Lauer Director of Annual Fund Rachel Tiche Annual Fund Officer ALUMNI ENGAGEMENT Ann Thompson Director of Alumni Engagement Emily Weaver ’09 Assistant Director of Alumni Engagement Sammi Beichner Alumni Engagement Secretary 3 Foundation expresses appreciation for Weir’s Service From the moment in 1948 when Chuck Weir became a Clarion student, he began to build fond memories of the school – then Clarion State Teachers College. He departed briefly to serve his country, completing two tours in Korea with the U.S. Navy. When his service was complete, he returned to Clarion using the GI Bill, and brought with him his new wife, Shirley. When he completed his degree in 1956, he and Shirley had also become the parents of a daughter and two sons who were born while he was in college. Weir began a long, successful career with Owens Illinois, which kept the family, which added a second daughter, in Clarion until 4 Chuck moved up the corporate ladder and was transferred to other OI plants in Indiana, Illinois and, finally, Texas, where he retired. His heart remained in Clarion, though, and when he and Shirley found Texas to be too hot for their liking, they returned to Clarion. “He retained friendships with classmates for their whole lives,” said daughter Susan. “He told lots of stories. He just loved Clarion – the university and the town. He and Mom would go back to Autumn Leaf Festival a lot and to visit friends. Clarion was always a big factor in their life.” “He always told me, you give back to your school – that’s part of it. Once you finished and got your degree, then you give back.” – Michael Weir In turn, the Weirs were – and continue to be – a big factor in the lives of Clarion University students and in the campus itself. “He always told me, you give back to your school – that’s part of it,” Michael said. “Once you finished and got your degree, then you give back.” Among their philanthropy, the couple gave a bequest to Clarion University which resulted in the Weir Family Scholarship, which is awarded annually to a freshman student-athlete who meets NCAA eligibility criteria. Weir, as a member of the Foundation Board of Directors from 1998 until 2009 and as chairperson of the master planning committee, was instrumental in the development of Reinhard Villages, and he was an overall supporter of the university. He was honored with the Alumni Association Distinguished Alumni award in 2000, and in 2006 he was honored for 50 years of loyalty to the university. “Throughout his whole life, he was financially able to donate monies to certain things that were important to him,” Susan said. “His church and Clarion were at the top.” Preceded in death by Shirley, Weir passed away in January, but he made certain in his will that his Clarion legacy would live on. He left $100,000 to each of his three surviving children (son Mark passed away in 2012), stipulating that the money was to go to his church or to Clarion University. Two of his children, Michael (’75) and Susan, directed the money to Clarion, each setting up various scholarships in their family’s name in areas that were important to their father. Together, Michael and Susan created seven additional Weir family scholarships: Academic, Arts, Military, School of Education, Speech Pathology, Wrestling and Non Traditional Student. “For his whole life, he was always interested in education – it was very important to him,” Susan said. “He was, up until Thursday before he died, mentor for two fifth graders. He loved it. He is the smartest man I know, and I still think that.” “He was a good dad,” Michael said. “I graduated in 1975. I have his diploma, and mine says the same exact thing – same exact degree.” 5 in appreciation of our DONORS UNIVERSITY CLUB: $5,000 OR MORE Ms. Jane K. France ’71 and Mr. Christian L. Allison Mr. David A. Bailey ’65 Mrs. Milissa A. (Steiner) Bauer ’84 Kenneth W. Beels Charitable Trust Mr. Scott A. Belmont ’83 Mr. John V. Calipari ’82 and Mrs. Ellen Calipari Mr. Michael G. Casciato ’81 Clarion County Community Bank Mr. Mark R. Demich ’79 and Mrs. Deborah H. LPM Demich Eagle Park Associates LP II Mr. Jay P. Kumar ’82 Mr. Jeffrey S. Edwards ’84 and Mrs. Beth Edwards Football Alumni Committee “I know I need an education to fulfill my career goals. The scholarships help me get to my next step. I’m grateful for all of the donors who value my education.” Andrew Skubisz, Dubois, senior, marketing Mrs. Beverly R. (Reese) Greenwell ’59 Estate of Margery Himes Estate of James E. Hunter ’61 Industrial Scientific Foundation Mr. Kent D. McElhattan and Mrs. Martha McElhattan Johnson & Johnson Charles E/Virginia Kaufman Fund of The Pittsburgh Foundation Mr. Michael R. Keefer and Mrs. Cathy R. (Rhodes) Keefer ’93 Mr. James E. Kriebel and Mrs. Penny Kriebel Mr. Scott Kroh ’74 and Mrs. Pamela J. Kroh Dr. Scott Kuehn and Dr. Myrna Kuehn Mr. Alfred H. Lander ’74 and Mrs. Janet Lander Alfred H. and Janet L. Lander Family Charitable Foundation Mr. Alfred H. Lander ’74 and Mrs. Janet Lander Mr. James R. Lawrence and Mrs. Rosie Lawrence Mr. Charles P. Leach, Jr. and Mrs. Sonja Leach Dr. Glenn R. McElhattan ’56 and Mrs. Mary F. (Master) McElhattan ’72 Mrs. B. Helen (Christian) Milliron ’57 Mr. James E. Moffatt ’70 and Mrs. Marilyn D. (Pyle) Moffatt ’70 Mr. Charles L. Motter Dr. Ronald Nowaczyk and Ms. Maureen Lavan Mr. David D. Osikowicz ’73 and Mrs. Deborah J. (Johnson) Osikowicz ’73 Ms. G. Catherine Palo ’67 Park Inn by Radisson Dr. James G. Pesek and Mrs. Karen Westfall Pesek Mr. Frank A. Pici ’77 Robindale Energy Services, Inc. Mr. Scott Kroh ’74 and Mrs. Pamela J. Kroh S & T Bank Scott Electric Foundation, Inc. Dr. Keith M. Sharrow, Ph.D. ’98 and Dr. Brenda Gehrke Mr. Richard K. Slike ’76 and Mrs. Susan A. (Stehle) Slike ’79 Laura M. Smedley Charitable Trust Dr. Phyllis W. Smith Estate of Rev. Eldon Somers Mr. Henry Suhr, Jr. and Mrs. Beverly Suhr Mr. John Truscott and Mrs. Carol A. (Neuberger) Truscott ’79 Mr. Michael D. Weir ’75 and Mrs. Rene Weir Ms. Susan Weir Dr. Karen Whitney and Dr. Peggy Apple * Donor passed away in the year reported. 6 PRESIDENT’S CLUB: $2,500-$4,999 Mr. Charles Betts and Mrs. Tawni Betts Center for Orthopaedics Sports Medicine Dr. Douglas S. Fugate Charitable Deeds & Services Clarion Research Group, Inc. Colegrove Educational Trust Dr. Brenda Dede Mr. Douglas S. Elliott ’76 and Mrs. Holly Elliott Farmers National Bank of Emlenton Mr. Jeffrey G. Golias ’83 Mr. Gary Hilbert and Mrs. P.J. (Magaro) Hilbert ’77 International Institute of Islamic Thought Dr. Stephen R. Johnson Samuel Justus Charitable Trust Kiwanis Club of Clarion Dr. Elizabeth MacDaniel McDonald’s – Mr. Gene Puskash Mrs. Mary Lou H. (Herbert) Pae ’79 Mr. Paul D. Palmer ’61 and Mrs. Paula J. Palmer Dr. Rod D. Raehsler and Mrs. Kara D. Raehsler ’94 Dr. Diane L. Reinhard Mr. Vincent V. Sands ’78 and Mrs. Theresa A. (Renz) Sands ’79 The Tavern – Mrs. Nancy Ganoe Mr. Terry G. Aldridge and Ms. Patricia Thomas ’79 UPMC Northwest Auxiliary Dr. George Wollaston ’57* and Mrs. Twila M. Wollaston ’58 Mr. Harold L. Zuber, Jr. ’71 and Mrs. Maureen Zuber “The scholarship enabled me to go to college. I got to dive in nationals and was named an All-American. It has helped me to pursue my education and explore fields I wouldn’t otherwise have had the opportunity to explore.” Emma Kehn, Brighton, Mich., junior, environmental geoscience RISING EAGLES CLUB: $1,000-$2,499 “It allowed me to diversify my college portfolio. Employers are looking for that.” Edward McFadden, Ludlow, senior, economics major, psychology minor Mr. David E. Adelman ’62 Alling Agency LLC - Mr. Wayne F. Alling ’98 and Mrs. Sherry Alling American Legion - Craig E. Fleming Post 66 Mr. Mark S. Andrekovich ’84 and Mrs. Mari K. (Pietila) Andrekovich ’87 APSCUF - Clarion Chapter APSCURF Mr. Lynn Armstrong ’68 Dr. Robert Armstrong and Mrs. Brenda Armstrong Audio-Logic, P.C. - Dr. Nora L. (McDanniels) Fuchs ’83 Ms. Melinda L. Bailey Mr. Michael G. Baker ’79 Ms. Lindsay R. Banner ’07 Mr. Norman F. Basso ’76 and Mrs. Tina E. Basso Dr. Dipendra Bhattacharya Mr. James Bolinger and Dr. Karen Bolinger Mr. Thomas K. Bowman ’77 and Mrs. Linda S. (Allison) Bowman ’77 * Donor passed away in the year reported. 7 “It helped me stay in school. (Without the scholarships), I would probably have taken a different route. It made it easier to come to college without worrying about debt. It gave me peace of mind.” Mr. Andrew W. Ferguson Mr. Kenneth E. Fisher ’71 Mr. Kale R. Fithian ’97 Mr. Timothy P. Fogarty and Mrs. Bridget Fogarty Dr. Benjamin Freed and Mrs. Deb Freed Dr. William E. Fulmer ’77 and Mrs. Elisabeth (Sibley) Fulmer ’64 Mrs. Constance Gamaluddin Mr. Jon W. Gardner ’61 and Mrs. Sue Ann Gardner Mr. Robert J. Garritano ’66 and Mrs. Joyce D. Garritano Mr. Michael W. Gavin ’78 and Mrs. Kimberly M. Gavin Mr. Alan Geiger and Mrs. Sandra Geiger Mr. James Geiger and Mrs. Kristen Geiger Dr. Pamela Gent Dr. Roxanne Gonzales Dr. Joseph P. Grunenwald and Mrs. Janice M. Grunenwald Mr. David J. Gunter ’91 and Mrs. Ellen D. (Greenawalt) Gunter ’87 Dr. Harold Hartley and Mrs. Carolyn Hartley Mr. William R. Hartman ’70 and Mrs. Irene A. Hartman Dr. John W. Heard Hincken Emigh Family Charitable Foundation Mr. Robert D. Emigh ’74 and Mrs. Emily K. (Hincken) Emigh ’72 Mr. Justin Hoffman ’82 Hoffman Electric Inc. – Mr. Justin Hoffman ’82 Mr. D. Bruce Holsopple ’78 and Mrs. Jaye A. Holsopple Mr. Charles A. Hunt, Jr. ’73 Justin Dobbs (’17), Pittsburgh, liberal studies/sport management Ms. Sue A. Bowman ’81 Mr. William J. Brand ’63 Mr. Robert Bubb and Mrs. Marsha Bubb Mr. H. Eugene Burns and Mrs. Susanne A. Burns Mr. Darl Callen, Jr. and Mrs. Madelon D. Callen ’65 Mrs. Betty M. (McCutcheon) Chan ’74 Mr. Chris Cole and Mrs. Barbara Cole The Commodore Corporation Mr. Larry R. Cope, J.D. ’69 Mr. Ralph T. Critten ’94 and Mrs. Cynthia H. Critten Curly, LLC – Mr. Carl D. McManamy ’63 and Mrs. Charlene B. (Benninghoff) McManamy ’63 Mr. Louis B. Dean, Jr. ’74 and Mrs. Bea Dean Mr. Todd A. DeIuliis ’86 Mr. Jeffrey P. Douthett ’79 and Mrs. Terri Douthett Mr. William R. Eaton, Jr. ’86 and Mrs. Elke Eaton Dr. Jeffrey D. Eicher and Mrs. Susan Eicher Mr. Roger Engle and Mrs. Beverly A. Engle ’71 Enterprise Holdings Foundation Dr. Soga Ewedemi ExxonMobil Foundation – Mr. Edward F. Ahnert Mrs. Patricia M. (Hart) Fallon ’57 * Donor passed away in the year reported. 8 “The scholarships have enabled me to save money on my undergraduate degree, which is definitely a help for graduate school.” Hannah Frey, Brockway, junior, biology Mr. Emmanuel O. Iheukwumere ’90 Mr. Larry Jamison ’87 and Mrs. Ann Jamison Mr. John L. Jarzab, Jr. and Mrs. Cynthia L. Jarzab Mr. Paul B. Kemble, Jr. ’68 Mr. James L. Kifer ’83 and Mrs. Brenda Kifer Mr. Daniel A. Kohley ’84 and Mrs. Sheree Kohley Dr. James P. Krouse* and Mrs. Kathy Krouse Ms. Deborah L. Kuhn Lakeland Area Hospice Dr. Terry Latour and Mrs. Leslie Latour Mr. Richard L. Lewis ’71 and Mrs. Roberta O. (Ordiway) Lewis ’72 Mr. Raymond D. Lichauer ’70 Mr. Frank Lignelli, Jr. ’50 and Mrs. Joyce R. (Simpson) Lignelli ’48 Mr. Anthony C. Linnan ’89 and Mrs. Kathy B. (Brown) Linnan ’73 Mr. Ronald B. Lucas ’82 and Mrs. Debra L. Lucas Mr. John Marinich ’75 and Mrs. Patricia S. (Semonich) Marinich ’75 Mr. Gerald C. Marterer ’67 and Mrs. Suzanne C. (Conroy) Marterer ’67 Mr. L. Douglas Martin ’80 Mr. Ladd Masek and Mrs. Nancy J. (Exley) Masek ’64 Mr. Robert M. McBurney ’71 Mr. William E. McDonough ’80 and Mrs. Vicki McDonough The Merck Foundation Mr. Trueman W. Mills ’55 and Mrs. Jean L. (Weaver) Mills ’59 Mr. J. Alan Mochnick and Mrs. LaVerne Mochnick Nationwide Foundation New York Life Insurance Company Mr. Wayne Norris ’65 and Mrs. Jacalyn Norris NSK Corporation Mrs. Marilyn J. (Follette) O’Brien ’63 Mr. David W. Ogden ’74 and Mrs. Pamela A. M. Ogden Mr. Earl R. Petrucci ’64 and Mrs. Georgiana Petrucci Dr. Todd J. Pfannestiel and Dr. Aimee D. Zellers ’08 PNC Bank, N.A. Mrs. Helen G. (Grudowski) Porter ’60 Dr. Randall Potter and Dr. Jeanne Slattery Mr. Mark R. Power ’84 Presbyterian Women of 2nd Presbyterian Church Mr. Scott V. Reinsel ’05 Dr. Kevin J. Roth ’81 and Mrs. Carol A. Roth Dr. Edward J. Sarver ’67 and Mrs. Lorraine F. (Stephenson) Sarver ’69 Schwab Charitable Fund Mr. Dennis R. Shanafelt ’73 and Mrs. Janice S. (Snowden) Shanafelt ’73 Mr. Suhel I. Siddiqui Mr. Edward J. Smith ’65 and Dr. Roxie R. (Ruhlman) Smith ’67 Mr. Rich Snow and Mrs. Betty Snow South Central Alpha Housing & Health Mr. John P. Hughes ’86 Mr. Frank Hershkowitz and Ms. Lorraine C. Staples, J.D. ’76 Maj. Gen. Peter J. Talleri, USMC (Ret) ’79 and Mrs. Deborah L. (Lipko) Talleri ’80 Mr. James Thornton and Mrs. Bridget Thornton Mr. David D. Todd ’76 Verizon Foundation Mr. Gregg J. Wagner ’82 and Mrs. Annemarie C. (Hackett) Wagner ’82 9 Ms. Lee Ann Wentzel ’85 Sen. Mary Jo R. White and Hon. H. William White Dr. Richard A. Wiesen ’59 and Mrs. Sandra L. (Hepler) Wiesen ’59 Mr. Kerry L. Wolbert ’72 Dr. David R. Wright* and Mrs. Carolyn G. Wright Mr. Tony M. Zampogna Mr. Matthew K. Zents ’87 Mr. Anton Zidansek and Mrs. Janet L. (Steiner) Zidansek ’72 Mr. Curtis L. Zimmerman ’79 and Mrs. Carrie L. (Englert) Zimmerman Zonta Club of Oil City-Franklin “I wasn’t going to be able to go to college. I couldn’t afford it. Clarion sent a personal letter to me and waived the application fee. They sent an acceptance letter with a full-tuition scholarship offer. If not for the donors, I wouldn’t be in college. I’ve always wanted to work with children with autism.” Shelby Groff, Boyertown, senior, rehab science major, psych minor * Donor passed away in the year reported. The listing of names of our contributors is subject to error, both human and computer. If there is an error, please accept our apology and bring it to our attention. 9 Campaign reaches milestone Jane K. France, president of the Board of Directors and chairperson of the Campaign Committee, reported the current silent campaign had reached a milestone at the close of the 2016-17 fiscal year. The $10 million goal was all but secured for the scholarship and annual program portions of the campaign by June 30, 2017. We would like to express our sincerest appreciation to everyone who made a donation/pledge and answered the call for Clarion during this focused effort to directly meet students’ financial needs. We also want to thank the committee members for their time, commitment and support in this campaign effort. The Foundation and Committee now stand ready to assist with the much needed Tippin renovation project, slated to proceed in the near future. Work is already underway preparing and organizing for this appeal. In the meantime, many opportunities exist for donors to leave their mark during the university’s 150-year anniversary celebration. We encourage everyone to keep Clarion in their giving plans as we enter this next phase of growth and revitalization. 10 Dr. Karen M. Whitney President Karen Whitney left Clarion University in September to accept the position of interim chancellor of the Pennsylvania State System of Higher Education. Whitney became president in summer 2010, following a nationwide search. She immediately embarked upon a 90-day listening tour from which she developed priorities that ultimately helped to drive the university’s strategic directions. Notable accomplishments under her leadership include: • The distinction of being a university that prepares students to enter professions in teaching, business, and health and human services; • Working with faculty to develop new academic programs; and • Increased ethic of care for students and a student-centered perspective across campus. Clarion has developed 10 new academic programs, including its first doctorate degree, during Whitney’s tenure. Her commitment to students is further reflected by the renovation of Becht Hall as a student success center that brings student services to one location and by the replacement of outdated student housing with suite-style housing. The $60 million housing project is a portion of the $150 million in construction and renovations projects underway or completed during her tenure, all designed to enrich the student learning and community engagement experience. Whitney has been a visible and accessible president who has annually led, attended, and hosted and/or sponsored more than 550 events, programs and meetings. She implemented the popular Late Night Breakfast in which she and other administration, faculty and staff members serve students the Sunday night before finals week. Whitney said Clarion’s greatest strength is its people – the employees, the community, and, especially, the students whom she describes as “hardworking students who sacrifice much to come to Clarion to make better lives for themselves.” Thank you to Whitney for her seven years of service to Clarion. We wish her the best in her role as interim chancellor. Whitney and her wife, Dr. Peggy Apple, an education faculty member, will retain a residence in Clarion, where Apple will continue to work. They have a dog, Clare. 11 FINANCIAL MATTERS 2016-2017 DONORS/CONTRIBUTION REVENUE GROWING OUR ENDOWMENT (2,870 / $1,423,991) Current & Retired Faculty, Staff, & Administration 8% ENDOWMENT BALANCE FY05–FY17 40,000,000 Parents $34,889,311 5% 2,004/$641,644 Alumni 45% Businesses & Foundations 17% 298/$356,505 30,000,000 134/$233,765 25,000,000 301/$116,921 Friends, Consortia, & Others 35,000,000 20,000,000 133/$75,156 15,000,000 25% 10,000,000 $13,842,190 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 For 2016-2017, approximately 3.5% of the total living Clarion University Alumni (2,004 out of 56,537) had made contributions to the Foundation. FOUNDATION SUPPORT TO CLARION UNIVERSITY 2016-2017 SUPPORT BY CATEGORY $9,000,000 $8,000,000 Scholarships & Grants $1,099K $7,000,000 Campus Activities & Programs $6,000,000 $735K $5,000,000 $4,000,000 Operational & Support Services $3,000,000 $6,122K $2,000,000 $1,000,000 $0 FY05 FY06 FY07 FY08 FY09 FY10 FY11 Support by University to Foundation FY12 FY13 FY14 FY15 FY16 FY17 TOTAL =$7,956,000 Foundation Support to University Over the last 13-year period, the university has received $8.20 for every $1 provided to the foundation. CLARION UNIVERSITY FOUNDATION, INC. CONDENSED BALANCE SHEET JUNE 30, 2017 ASSETS JUNE 30, 2017 JUNE 30, 2016 Cash, Cash Equivalents and Other Current Assets $15,836,901 $18,021,396 Investments 35,908,084 31,842,793 Other Long Term Assets 102,358,556 104,657,494 TOTAL ASSETS $154,103,541 $154,521,683 LIABILITIES AND NET ASSETS Accounts Payable and Accrued Expenses $4,941,571 $6,402,466 Debt Outstanding 103,758,014 105,363,730 Total Liabilities 108,699,585 111,766,196 Unrestricted Net Assets 11,301,598 11,647,777 Temporarily Restricted Net Assets 14,216,261 12,034,407 Permanently Restricted Net Assets 19,886,097 19,073,303 Total Net Assets 45,403,956 42,755,487 TOTAL LIABILITIES AND NET ASSETS 12 $154,103,541 $154,521,683 Clarion University Foundation, Inc. Clarion, Pennsylvania Board of Directors 2016-2017 FROM THE CEO Ms. Jane France ’71—PRESIDENT Pittsburgh, PA Mr. Mark R. Demich ’79—PRESIDENT-ELECT Westport, CT Thank you for taking the time to review the Foundation’s annual report. We hope you have found it to be educational, enlightening, and perhaps even a little motivational. We hope you may have noticed more this year than any other, we have featured people in their many roles. These people have been our students (the reason we are here), our staff, University staff, our donors, our volunteers, and all the people that make the good things happen at Clarion. Organizations are just words on paper without the people that literally bring them to life. The people that bring Clarion and its Foundation to life are here for one reason and one reason only: the students we all help to begin or further their lives’ dreams. It is a powerful reason to exist and an awesome responsibility to manage and to participate in. If anyone reading this report believes they would like to be part of this wonderful life experience, please don’t hesitate to contact us. So for all those people, whatever role you play, who have helped students be Courageous, Confident, Clarion … we thank you. Don’t stop, don’t slow down. Start again, and again and bring your family and friends to the table. And, for those who have not, let this be the year you get involved, get engaged, get back to or start at Clarion. Decisions are made by people that show up. Let’s all keep showing up for Clarion! Mr. Scott Burns—VICE-PRESIDENT Clarion, PA Ms. Carol Truscott ’79—SECRETARY Clarion, PA Mr. Frank A. Pici ’77—TREASURER Clarion, PA Mr. Christian Allison Pittsburgh, PA Mr. Lawrence P. Cirka ’73 Placida, FL Mr. D. Scott Kroh ’74 Latrobe, PA Mr. Al Lander ’74 Lucinda, PA Mr. Bob Leeper ’72 Pawleys Island, SC Mr. Carl D. McManamy ’63 St. Simons Island, GA Mr. Charles L. Motter Shippenville, PA Mr. Paul Palmer ’61 Allison Park, PA Ms. G. Catherine Palo ’67 Shippenville, PA Mr. Scott Shewell ’84 Mechanicsburg, PA Mrs. Susan Slike ’79 Shippenville, PA Best personal regards, Maj. Gen. Peter Talleri (Ret.) ’79 Southpointe, PA Michael R. Keefer, FACHE Chief Executive Officer Ms. Janet Zidansek ’72 Pittsburgh, PA Mr. Jeffrey Douthett ’79 Springfield, PA Clarion University Foundation, Inc., wishes to thank Ms. Tina Horner, Clarion University communication manager, and PAGES for their guidance, writing, design and untiring editing, which made this publication possible. BECOME INVOLVED DONATE, VOLUNTEER, SERVE, JOIN OUR TEAM... CLARION UNIVERSITY FOUNDATION, INC. Seifert-Mooney Center for Advancement Clarion University of Pennsylvania 840 Wood Street, Clarion, PA 16214-1232 Phone: 814-393-2572 (TTY/TDD): 814-393-1601 WWW.CLARION.EDU/FOUNDATION Mr. Howard Shreckengost New Bethlehem, PA Dr. Karen M. Whitney, Clarion University President, Ex-Officio Mr. Jim Geiger, Clarion University Vice-President, Ex-Officio Mr. Michael R. Keefer, Chief Executive Officer, Ex-Officio Mr. Max Smith, COO/CFO, Assistant Treasurer, Ex-Officio Ms. Debra A. Everett, Administrative Assistant/Assistant Secretary, Ex-Officio 13