Notre Dame FoundationAnnual Report

2009-2010

Dear Family, Friends and Alumni:On July fi rst of this year, Bishop Amos appointed me pastor of Ss. John and Paul Parish. Th is is the second time I have been assigned to Burlington. My fi rst assignment was as a newly ordained priest to St. Paul Parish and faculty to Notre Dame in 1979. My years at Notre Dame High School 31 years ago were tremendous years of learning and growth for me as a priest. Now I am overjoyed at the opportunity to serve again in this wonderful community.Coming back to Notre Dame after a 28 years absence has been an amazing experience. Many of the students I had in class back then now have children of their own here at Notre Dame. Th eir passion for the school shines brighter than ever. I see a tremendous dedication in Notre Dame teachers and staff , physical improvements to our facilities, and countless volunteer hours given by parents and friends. I marvel at the circle of life I see continuing here at Notre Dame. I encourage you to read through the foundation report and give generously to our school. If you have this report in your hand, chances are you have benefi ted from a Notre Dame education personally or have children or relatives who have taken advantage of all that Notre Dame has to off er. It is only through your generosity that we can ensure future generations have the same opportunities to receive a Notre Dame education.For my part, as the pastor of Ss. John and Paul Parish, I plan to work hard to promote and support Notre Dame and to guarantee that the Catholic values of faith in Jesus Christ, integrity, charity, justice, sound teaching and service remain central to the life of our schools. Th ank you for your support! God bless you and your family.

Fr. Tony Herold, pastor

Ss. John and Paul Parish

Dr. Michael Bush, PresidentRuth Mansheim, Vice PresidentKaren Marino, SecretaryDebbie Lillie, TreasurerBill BelgerBrad DeeryJohn DodgeJeff Ebbing

Tom GallMike SchwenkerJohn WagnerJohn WalzVal Giannettino, Development DirectorRev. Patrick J. Hilgendorf, ex-offi cioDeb Trine, ex-offi cio

Notre Dame Foundation Board Members 2009-2010

Th e Burlington Notre Dame Foundation is dedicated to providing fi nancial support for the Notre Dame Schools

by securing gift support from a wide circle of alumni, parents, parishioners, and friends of Notre Dame.

Condensed Statement of Assets for the Year Ended June 30, 2010 Unrestricted Assets Cash & Equivalents $89,918 Investments, FMV 15,996 Total Unrestricted Assets $105,914 Restricted Assets Cash & Equivalents $66,179 Investments, FMV 2,059,890 Cash Value Life Insurance Policies 21,129 Total Restricted Assets $2,147,198 Total Assets $2,253,112 Net Assets Unrestricted Fund $105,914 Restricted Funds General Fund 198,048 Faculty Support Fund 1,448,045 St. Jude Tuition Assistance Fund 305,925 Curriculum Fund 11,093 Capital Improvements Fund 4,243 Fichtenkort Scholarship Fund 76,341 Dehner Scholarship Fund 80,026 Rev Patrick J. Hilgendorf Scholarship Fund 8,472 Betty Hopewell Ertz Scholarship Fund 15,005 Total Net Assets $2,253,112

Combined Statement of Revenue & Expenses for the Year Ended June 30, 2009 Support & Revenue General Endowment $104,243 Faculty Support Fund 138,914 St. Jude Tuition Assistance Fund 80,982 Curriculum Fund 2,273 Capital Improvements Fund 206 Fichtenkort Scholarship Fund 15,294 Dehner Scholarship Fund 6,276 Rev. P.J. Hilgendorf Scholarship Fund 1,446 Betty Hopewell Ertz Scholarship Fund 1,014 Total Revenues $350,648 Expenses Distributions to Burlington Notre Dame $(101,100) General, Administrative Expenses (10,077) Fundraising Expenses (70,778) Total Expenses $(181,955) Decrease in Net Assets $168,693 Net Assets June 30, 2009 $2,084,419 Net Assets June 30, 2010 $2,253,112

Making a difference... one student at a timeWith over $2 million in managed assets, the Notre Dame Foundation supports a variety of functions within Notre Dame. Gifts from generous friends and donors support Notre Dame through the Foundation via teacher salary support, learning and technology needs, and scholarships for students. The largest impact the ND Foundation has had on Notre Dame is in the realm of salary assistance for our teachers and administrators. Since 1997, the Foundation has applied over $680,000 to supplementing salaries of our teachers and administrators. Because of your generosity, our capital improvement and curriculum funds have been able to assist Notre Dame schools in challenging times. For instance, this year the ND Foundation helped Notre Dame replace our 50 year old boiler. Facility improvements such as this ensure our kids have a safe, happy and nurturing learning environment.Scholarships have also brought Catholic education within reach for many Notre Dame students. The Foundation’s scholarship monies have funded over 180 scholarships totaling nearly $80,000 to deserving Notre Dame students over the past 13 years. Persons interested in contributing to existing funds, establishing new scholarships, creating a memorial fund, or donating to programs or capital projects are encouraged to contact the Notre Dame Foundation Development Director, 319 754-8431 x385.

Student Assistance - Scholarships $15,100

ND Staff Salary Assistance $70,000

Boiler finanacial assistance $16,000

Total Contributions 2009-2010 $101,100

Foundation Assistance 2009-2010

Scholarships 15%

Staff Salary Assistance 69%

Boiler 16%

FundsFaculty Support Fund Supplements faculty salaries.St. Jude Tuition Assistance Fund Assists families experiencing fi nancial diffi culties.Capital Improvement Fund Supports facility improvements.Curriculum Fund Keeps courses and course materials up-to-date.Betty Hopewell Ertz Scholarship Fund Directly supports students’ tuition.Julius T. Dehner Scholarship Fund Directly supports students’ tuition.Lorene C. Fichtenkort Scholarship Fund Directly supports students’ tuition.Rev. Patrick J. Hilgendorf Scholarship Fund Directly supports students’ tuition.General Fund (Restricted) Used for purposes approved by the ND Foundation Board. General Fund (Unrestricted) Supports day-to-day operations.

Foundation Assets 2009-2010

Unrestricted Fund 5%

Restricted Fund 9%

Faculty Support Fund 64%

Capital, Curriculum, Scholarship Funds 8%

Foundation Growth since 2006

St. Jude Tuition Assistance Fund 14%

$1.5 M

$2.0 M

$2.5 M

$1.0 M

$500 K

2006$1,982,083

2007$2,157,958

2008$2,255,720

2009$2,136,565

2010$2,253,112

List of DonorsGold Club ($10,000 or More)

Pot O’ Blue and Gold

Michael and Julie Schilling

Bertrand “Sinker” Robinson Estate

President’s Club ($5,000 to $9,999)

Lorene Fichtenkort

Director’s Club ($1,000 to $4,999)

Robert and Marianne Ahrold

Dan Cahill

Father Patrick Hilgendorf

Msgnr. John Hyland

Father David Steinle

Margaret Steinle

Two Rivers Bank & Trust

Randy Winegard

Nike Club ($500 to $999)

Mary Ann Baker

Christine Bruegger

Joe and Christine Ertz

Steven Leavitt

Michael Smith

Bernie Swords Estate

Patron ($250 to $499)

Jeff and Patricia Link

Dick and Mary Lowe

Dr. Stephen Massick

John and Teresa Regnier

Friends ($100 to $249)

Andrew Beckman

Matthew and Elizabeth Bessine

Ryan and Wendy Bowen

Craig and Jane Broeg

Dr. Michael E. and Christine A. Bush

Dr. Joann Caldwell

Maroun and Karine Elkhoury

Dennis Grizzle

Dr. George and Nelly Gundrum

Jeff Heland

Rebecca Hingst

Travis Jacobsmeier

Dean and Marjorie Porter

Carol Reed

Timothy and Lynn Riley

Richard and Sherry Rump

John and Judy Sandell

Helen Stueck

Andrew Sutter

Garry Thomas

Roger Trautner

Supporters (Up to $99)

Kathryn Baker

Donald and Ann Beckerman

Ryan and Amy Drew

Marcella Ertz

Edward Fitzpatrick

Val Giannettino

Leo Heland

Carolyn Hingst

Sivert Iverson, Jr.

Thomas and Linda Livengood

Dennis and Karen Marino

Faye Vadasz

Lawrence Weidmann

Daniel and Cristy Weise

Notre Dame Memorials & Bequests Robert Baker Memorial $500 Bernie Boyle Memorial $50 Rose Bratton Memorial $150 Jay Brown, Jr. Memorial $25 Betty Bruegger Memorial $500 Beatrice Capdevilla Memorial $20 Henrietta Dansdill Memorial $195 Eileen Freers Memorial $470 Norman Hartman Memorial $20 Judy Johnson Memorial $20 Sister Mary Carla Koestner Mem. $2,210Marie Matsch Memorial $25 Ellen Miller Memorial $50 Mary Stein Riepe Memorial $185 Antoinette Riff el Memorial $365 Eileen Riff el Memorial $25Gene Riley Memorial $2,105Bertrand “Sinker” Robinson Mem. $3,660Emily Sander Memorial $250 Mary Ann Hertel Smith Memorial $25

Remembering a Loved OneMemorializing a loved one with a gift to the Notre Dame Foundation will mean that Catholic education in the Burlington area remains strong and vibrant. Memorials can be created for specifi c purposes or can simply support the Notre Dame Foundation.Contact the Notre Dame Foundation Development Director, 319 754-8431 x385, for more information on how you can establish a memorial to the Notre Dame Foundation.

Th e preceding is for informational purposes only. Please contact your fi nancial advisor for

more information.

Giving to the Notre Dame Foundation couldn’t be easierGifts may be made in a number of ways. Depending on the specifi cs of your situation, giving might make fi nancial sense too. Here are some helpful tips to consider when making charitable gifts to the Notre Dame Foundation.Annual Gifts It’s easy to make one-time or annual gifts to the Notre Dame Foundation. You can simply fi ll out and return the enclosed envelope with your gift. Planned Giving Including Notre Dame in your planned giving is also an excellent way to help keep Catholic education alive and well in our community. Gifts of cash are the most popular types of charitable gifts and are fully deductible. However, gifts can take the form of a variety of other assets, including stocks and securities, real estate, insurance, life income, and personal property. Each type of gift has diff erent requirements and benefi ts for the donor. For more information, contact the Notre Dame Foundation Development Director at 319-754-8431 x385.

Giving via your IRATh e Emergency Economic Stabilization Act of 2008 off ers additional giving opportunities for those 70 1/2 or older who own an IRA and make regular charitable contributions. Call us for details.

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A Quick ReadNotre Dame Class of 2010:28 Graduates, 100% college bound Average GPA = 3.21ACT average = 24.24 (national average = 21.1)Total college scholarships off ered = $1,955,5102011 Enrollment at Notre Dame K thru 12 is 397

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A Quick ReadNotre Dame Class of 2010:28 Graduates, 100% college bound Average GPA = 3.21ACT average = 24.24 (national average = 21.1)Total college scholarships off ered = $1,955,5102011 Enrollment at Notre Dame K thru 12 is 397

A Quick ReadNotre Dame Class of 2010:28 Graduates, 100% college bound Average GPA = 3.21ACT average = 24.24 (national average = 21.1)Total college scholarships off ered = $1,955,5102011 Enrollment at Notre Dame K thru 12 is 397