OUR REPORT CARD - SMUS · 5 Students Achieving a Mark of 3, 4 or 5 Average AP Exam Score Number of SMUS students writing at least one AP exam 245 SMUS AP Canadian National Scholars

Annual Strategic Review

REPORTOUR

CARD

2016/2017

Our VisionTo learn, to lead, to serve; discovering the promise in our selves and the world.

Our MissionOur school seeks the excellence in all of us, with passion and compassion. We are a community shaped by the pursuit of truth and goodness, providing outstanding preparation for higher learning and for life.

2 AN ANNUAL STRATEGIC REVIEW 2016–2017 St. Michaels University School

Message from the Acting Head of School

The 2016-2017 school year was one of many accomplishments along with a significant transition between chapters in our School’s history. Bob Snowden retired after 22 years as Head of School, after a career that included developing faculty, facilities, financial assistance, community culture and a legacy of excellence. We are all benefactors of Bob’s leadership, for which we are thankful.

The next chapter begins this summer, when our new Head of School, Mark Turner, and his wife Elizabeth arrive. Mark’s stated goals for his first year are “looking, listening and learning,” to connect with our community members and to come to know the School’s strengths and areas for growth.

The successes of the 2016-2017 school year highlight the importance of strategic planning, the willingness to be forward-thinking and our shared commitment to the Mission and Vision.

� The new BC curriculum was implemented from Kindergarten to Grade 9 with tremendous success and preparations continue for Grades 10 to 12, due for implementation in 2019.

� The Ministry of Education conducted its six-year inspection from Kindergarten to Grade 12, awarding us the maximum allowable commendations and zero recommendations.

� The faculty, led by the Personalization Team, continued developing the Portrait of a Learner, which focused on student-centred assessments, enhanced progress reporting and more intentional parent/teacher conferences.

� Fundraising efforts continued with great success, focusing on the Sun Centre and its completion timeline of late spring 2018. This magnificent addition will house a student commons, university and personal counselling offices, and a 350-person dining room.

� The Annual Fund goal of $1.4 million was realized, with participation numbers growing in all constituencies.

� Fundraising efforts allowed for major upgrades to the Junior and Middle Schools, along with a 21st-century education renovation to a Senior School science lab.

� Strong student retention, supportive word-of-mouth promotion and The Best School Year Ever contest made for healthy enrollment and diversity (25 countries in boarding and 44 birth nations from Kindergarten to Grade 12)

� The Parents’ Auxiliary continued to reach new heights in building community and raising record funds to enhance the student experience.

� Alumni continue to play significant roles in Career Day, mentoring, networking, supporting financial assistance and by enrolling their own children. We are delighted to have more than 100 alumni children in the School.

This has been an exceptional year; however, we still have much to accomplish. Our learning environment and programs must constantly evolve and students must be prepared to perform on the world stage, with confidence, passion and compassion. SMUS will be as strong as the sum of its parts, which is why our focus will be on regular communications, engagement and participation from all constituents.

Vivat!Andy Rodford Acting Head of School

Message from the Chair of the Board of Governors

During this important year of transition, the School continues its rich traditions of delivering an exemplary learning experience and equipping our students with the skills to make meaningful contributions to the world. We ended 2016-2017 – our 110th year – celebrating a School that is a unique, strong, kind, respectful and home to a powerful community

that gives our students and their families an important sense of place and belonging.

Over the past year, important decisions were made that will lead our School to a successful and thriving future, including:

� New Head of School: Following a global search that focused on the characteristics and experience identified during our extensive community engagement, award-winning global educator Mark Turner, who currently leads Shrewsbury School in the UK, was appointed our new Head of School. Mark and his wife, Elizabeth, will be joining us this summer.

� Sun Centre: Thanks to donors like Cliff Sun ‘72 who have made it possible, the Sun Centre – our new student commons and dining hall – started construction last year and will be an important gathering place for our students when they arrive on campus this fall for the 2018-2019 school year.

� CAIS Accreditation: Work started last year on the accreditation process for Canadian Accredited Independent Schools (CAIS), our national organization, leading up to the visit of the CAIS evaluating committee this April. Special thanks goes out to our dedicated professional team who have led this important initiative, advancing our status as a top-tier school.

Our School enjoys the tremendous service and commitment of many people throughout our community. At our Annual General Meeting in October, we recognized Sandy Stedman’s years of outstanding service as a Finance Committee member, three-term Governor and School Treasurer. We also welcomed Peter Finamore, ’73, a distinguished alumnus and current parent as our newest Governor. On behalf of the Board of Governors, I would also like to thank our Parents’ Auxiliary President Teresa Pryce, whose term ends this June, for her years of dedicated service and leadership at our School.

On behalf of our entire school community in this year of transition, we would like to offer special thanks to our Acting Head of School, Andy Rodford, our Senior Leadership Team, and our valued faculty and staff for building on the success of our long-serving head, Bob Snowden.

Most of all, we thank you – parents, grandparents, alumni, families and friends – who continue to support our School and our valued students.

Vivat!Blair Hagkull Chair, SMUS Society Board of Governors

3

Head ofSchoolSearchWhen Bob Snowden announced that 2016-2017 would be his last year as our Head of School, the Board of Governors convened a search committee led by alumnus and former board member Chris Considine ‘70 to find the best leader to steer the School in its next chapter. Last May, Board of Governors Chair Blair Hagkull announced to the School community that that leader would be Mark Turner.

St. Michaels University School will be Mark’s fourth headship of an independent boarding and day school. Since 2010, Mark has been Head at Shrewsbury School in Shropshire, England, one of the top schools in the United Kingdom. There, he has successfully navigated the shift to full co-education while steadily raising the School’s academic reputation and overseeing the execution of an ambitious fundraising and development plan for the Shrewsbury campus.

With the help of executive search consultant Janet Wright of Janet Wright & Associates Inc., the SMUS Head Search Committee conducted an extensive world-wide search that resulted in the consideration of many strong candidates. Mark stood out from the beginning of that process.

Mark’s achievements in the UK have earned him a storied reputation, having repeatedly raised the bar at his schools in terms of academic performance, quality of student life and the development of state-of-the-art facilities. Search Committee members cited Mark’s energy and personal charm, his ability to bring a growth mindset to some traditional schools and his global outlook as qualities that will build on Bob Snowden’s successful 22 years and will lead our school to even higher levels of excellence.

Mark and his wife, Elizabeth, along with their dog, Martha, will take up residence in Reynolds House this summer.


Provincial Exam ResultsGap Between SMUS Average Exam Score and Province Exam Score by Subject

Gap Between SMUS Average Exam Score and BC Independent Schools Exam Score by Subject

Percentage of Grade 4 Students Meeting or Exceeding Expectations (2017 FSAs)*

Percentage of Grade 7 Students Meeting or Exceeding Expectations (2017 FSAs)*

* 4% of our Grade 4s and 2% of our Grade 7s did not write the FSAs. 2017 Provincial results were not available at the time of publication; these charts compare SMUS 2017 FSA results with Provincial 2016 FSA results.

Academic ResultsBC Foundation Skills Assessment Results

2016-2017 was the first year that the new BC curriculum for Kindergarten to Grade 9 rolled out across the province. With its focus on building competency in areas such as collaboration, critical thinking and communications, the new BC curriculum mirrors much of what has been standard practice at our school for a number of years.

With the Grade 10-12 curriculum set to launch in 2018-2019, the Ministry of Education is also changing the way they assess learning. Provincial exams are being phased out, most of which were retired in 2016-2017. In their place, the Ministry will introduce a new graduation numeracy assessment in 2018 and a graduation literacy assessment in 2020.

Provincial exam results have always been an important benchmark for measuring the academic performance of our students. As the new assessment methods roll out, we will be examining new ways to measure the success of our programs.

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Students Achieving a Mark of 3, 4 or 5

Average AP Exam Score

Number of SMUS students writing at least one AP exam 245

SMUS AP Canadian National Scholars (students who earn an average of 4 or higher on five or more AP exams) 26

SMUS AP Scholars (students who receive scores of 3 or higher on three or more AP exams) 91

SMUS recipients of the AP Capstone Diploma or Certificate 6

Advanced Placement ResultsSMUS has the largest and longest-running AP program in Canada, and has consistently produced strong results. Advanced Placement courses have a level of difficulty that is directly comparable to first-year university courses and a majority of American and Canadian universities grant second-year standing to students who excel on their AP examinations.

Number of Exams Taken

Number of Exams Scoring 3, 4 and 5


Canada

No.

of

Acc

epta

nces

No.

of

Stud

ents

A

tten

ding

434 120Alberta

Alberta College of Art and Design 1 1University of Alberta 13 2University of Calgary 19 1

British ColumbiaCamosun College 6 4Quest University Canada 1 1Simon Fraser University 12 1Thompson Rivers University 1 -Trinity Western University 3 -University of British Columbia 51 16University of Victoria 59 21Vancouver Island University 1 -

Nova ScotiaAcadia University 2 2St. Francis Xavier University 2 2St. Mary's University 1 -University of King’s College 1 -

OntarioBrock University 2 1Carleton University 11 -McMaster University 8 -Ontario College of Art & Design 1 -Queen's University 50 19Ryerson University 19 5Trent University 1 -University of Guelph 2 -University of Ottawa 4 -University of Toronto 53 27University of Waterloo 24 3Western University 44 9Wilfrid Laurier University 4 1York University 8 -

QuebecConcordia University 1 1McGill University 27 3

SaskatchewanUniversity of Regina 1 -University of Saskatchewan 1 -

International

No.

of

Acc

epta

nces

No.

of

Stud

ents

A

tten

ding

44 10Hanyang University 1 1Royal College of Surgeons in Ireland 2 2St. George's University 2 -Technológico de Monterrey 1 1Universiteit van Amsterdam 1 -University of Melbourne 1 -

United KingdomBinghamton University 1 -Cardiff University 1 -Durham University 4 -King's College London 5 2Queen Mary University of London 2 -London School of Economics and Political Science 2 1University College London 3 -University of Aberdeen 1 -University of Bristol 2 -University of Dundee 1 -University of Edinburgh 7 2University of Leeds 1 -University of Manchester 2 1University of St. Andrews 3 -University of Strathclyde 1 -

University Acceptances for the Class of 2017

551Total Acceptances Received by

the Graduates of 2017

47%Percentage of Graduates Who

Earned Scholarships

$1,768,356Total Scholarships Offered to Graduates of 2017

4Total Taking a

Gap Year

7

United States

No.

of

Acc

epta

nces

No.

of

Stud

ents

A

tten

ding

73 17Boston College 1 -Boston University 3 1Brown University 1 -California College of the Arts 1 -DePauw University 1 -Georgetown University 1 -Georgia Institute of Technology 1 -Hawaii Pacific University 1 -Indiana University at Bloomington 1 -Kenyon College 1 -Lewis and Clark College 1 -Loyola Marymount University 1 -Michigan State University 1 -Middlebury College 1 -Minerva Schools at KGI 1 -New York University 1 -Northeastern University 3 -Northwestern University 3 -Oregon State University 1 -Pennsylvania State University 3 1Pepperdine University 2 2Point Loma Nazarene University 1 -Pomona College 1 1Santa Clara University 1 1Savannah College of Art and Design 1 -School of Visual Arts 1 -Soka University of America 1 -

United States

No.

of

Acc

epta

nces

No.

of

Stud

ents

A

tten

ding

73 17Stanford University 1 1Syracuse University 1 -The New School - All Divisions 1 1Tufts University 1 -University of California, Berkeley 1 1University of California, Davis 1 -University of California, Irvine 2 -University of California, Los Angeles 1 -University of California, Riverside 1 -University of California, Santa Cruz 1 -University of Chicago 2 2University of Colorado at Boulder 1 -University of Illinois at Urbana-Champaign 2 2University of Maryland, College Park 1 -University of Michigan 2 -University of North Carolina at Chapel Hill 2 -University of Oregon 1 -University of Portland 2 -University of Redlands 1 -University of San Diego 1 -University of San Francisco 1 -University of Washington 2 2University of Wisconsin, Madison 2 -Virginia Tech 1 1Washington State University 1 1Washington University in St. Louis 2 -Westmont College 2 -

Fields of Study � Our students are starting their post-secondary studies in a wide

range of fields (in order of popularity):;


Participation in Junior School Athletics

Athletic Opportunity

Participation Numbers

Basketball (Grades 4-5) 42

Cross Country (Grades 3-5) 45

Dance (Grades K-3) 22

Olympic Club (Grade 5) 28

Rugby (Grades 4-5) 34

Soccer (Grades 4-5) 40

Swimming (Grades 3-5) 52

Track and Field (Grades 2-5) 88

Weekend Sports Basketball (Grades 1-5) 44

Weekend Sports Field Hockey (Grades 1-5)

18

Weekend Sports Fun of Sports (Grades K-5)

44

Weekend Sports Rugby (Grades 1-5) 24

Weekend Sports Soccer (Grades 1-5) 32

Weekend Sports Squash (Grades 1-5) 28

Weekend Sports Volleyball (Grades 3-5) 19

Middle School Athletics Highlights

� More than 30 teams and clubs with 90% of our students on at least one school sports team.

� Offered a more structured and competitive Middle School squash team with 12 students training three times per week and competing in several tournaments locally and on the mainland.

� Added cycling and girls rugby to our sports calendar.

� A Grade 8 student played on the Senior School golf team.

� Three Grade 8 students played on the Senior School tennis team.

� Two Middle School students were members of the Senior School rowing team.

� More than 50 students participated in the Middle School recreational squash club.

� Forty-four athletes competed in the LIMSSA Track and Field championship, our largest contingent of athletes ever.

� Many Grade 7 and 8 teams placed well in LIMSSA league play, with several finishing in the top four.

� The cross-grade Physical Education program, along with the development of squash and fitness centre units, has expanded the depth and scope of athletic experiences offered at the Middle School.

Senior School Athletics Team Results

TEAM CITY PLACEMENT

ISLAND PLACEMENT

BC PLACEMENT

Junior Boys Developmental Basketball

N/A N/A N/A

Junior Boys Basketball 5th DNQ DNQ

Junior Girls Basketball 8th DNQ DNQ

Senior Boys Developmental Basketball

N/A N/A N/A

Senior Boys Basketball (AA) 1st 3rd 2nd

Senior Girls Basketball (AA) 2nd 2nd 14th

Cricket N/A N/A N/A

Cross Country 2nd 5th Girls – 8thBoys – DNQ

Senior Girls Developmental Field Hockey

N/A N/A N/A

Senior Girls Field Hockey (AA) 1st 1st 4th

Golf 4th 3rd Did Not Attend

Rowing – Spring 3rd N/ANationals – 1 silver, 1 bronze

Rowing – Novice 4th N/A N/A

Grade 9 Rugby N/A N/A N/A

Colts Rugby – Grade 10 3rd N/A DNQ

2nd XV Rugby N/A N/A N/A

1st XV Rugby (AA) 1st 1st 1st

Girls Rugby 6th N/A N/A

Sailing 1st N/A N/A

Junior Boys Soccer 3rd 3rd N/A

Junior Girls Soccer 4th DNQ N/A

Senior Boys Developmental Soccer

N/A N/A N/A

Senior Boys Soccer (AA) 1st 3rd 1st

Senior Girls Soccer (AA) 2nd 3rd 5th

Squash N/A N/A

Provincials – 1 gold, 1 silver, 1 bronzeNationals – 1 silver

Tennis 1st 1st 2nd

Track and Field 3rd Junior Girls – 1st Junior Girls – 3rd

Junior Girls Volleyball 10th DNQ N/A

Senior Girls Volleyball (AA) 1st 6th DNQ

Senior Boys Volleyball (AA) 4th DNQ DNQ

Athletics


This year saw significant enhancements to our facilities and technology in support of student learning.

A major renewal project was completed at the Junior School this year. Funded by contributions to the annual Dream Big fund and by the Parents’ Auxiliary, the front foyer was transformed to create an even more welcoming environment. Upgrades included new flooring throughout the hallways and a redesigned art studio. Some Junior School classrooms also saw renovations, including the installation of new classroom furniture and resources. And the Imagination Lab – a space dedicated to creativity and innovation – was completed and outfitted to be a flexible room that can support many different types of creative projects.

At the Middle School, upgrades were also made in the front foyer and hallways including new furniture, flooring and lighting. A variety of games and activities set up in the foyer give students more fun and flexible options when using the space. The seminar room in the Snowden Library, which doubles as a Middle School classroom, was renewed and outfitted with more flexible, modern furniture.

During the summer, we upgraded one of the labs in the Senior School Science Block, and the floor in the double gymnasium was replaced and painted. New furniture was installed in the Snowden Library, and new kitchens were built in the common rooms of two of our boarding houses, giving students more opportunity to hone their cooking skills.

Construction of the Sun Centre, our new dining hall and student commons, continues on our Richmond Road campus. We look forward to a 2018 opening of this two-storey, 26,400-square-foot building. Find out more online at www.smus.ca/suncentre.

As we develop our new Strategic Plan, we will also be renewing our campus master plan. This process will include decisions about long-term development, including the question of whether to pursue the One School vision of amalgamating our two campuses in a single location.

On the digital learning front, we continue to move forward in a number of areas, including:

� Hiring a Director of Educational Technology, Dave Hlannon, who is guiding the Digital Learning Plan and digital skill development from Kindergarten to Grade 12.

� Adding a mobile laptop lab at the Junior School, equipped with 25 Windows laptops that allow students to pursue projects in 2D graphics, 3D modelling and video editing.

� Introducing more digital skill development within the Middle School Exploratory and Grade 10 Experiential offerings, including animation, robotics and 2D game design.

� Piloting new projects at all three schools that develop digital skillsets, including clay animation (Grade 3); 3D design and printing (Grade 5); the City 2020 design and mapping project (Grade 6); human rights multimedia presentations (Grade 8); ecological zone mapping and web design (Grade 9); election coverage podcasts (Grade 10) and more.

Facilities and Technology

11

“Parents working together to support excellence in

education.”The SMUS Parents’ Auxiliary is a non-profit society comprised of all SMUS parents and guardians. We strive to create a strong, vibrant community through events, fundraising and supporting each other as our children learn and grow. The Parents’ Auxiliary is 100% volunteer-run, welcoming all parents to participate. Any funds we raise support the School and its community. In addition, the Parents’ Auxiliary President sits on the SMUS Board of Governors to contribute our voice to policy-making and the strategic direction of our school.

In accordance with one of our school’s strategic directions, the Parents’ Auxiliary has concentrated its efforts on intentional community-building. Our goal is to foster a greater sense of belonging and connection. Here are some highlights from the 2016-2017 school year.

Community Engagement � We hosted many social activities throughout the year, including

coffee mornings, pub nights, dinner parties, an all-school parent reception, a Quiz Night fundraiser, and the SMUS Family Christmas Gala and silent auction.

� We supported the Junior School Family Fall Fest and the Middle School parent education evening about navigating conversations on sexual health.

� We sponsored the fireworks display on Halloween night.

� We held appreciation lunches for staff at all three schools, and provided the DJ for the staff Christmas party.

� We joined with alumni, the Board of Governors, staff, students and friends to help organize the Picnic on the Pitch, a celebration of Bob and Joan Snowden's contributions to the School.

Services � We staged back-to-school and monthly used uniform sales, helping

families access lower-cost uniforms and athletic wear while raising funds for our school.

� We ran weekly pizza lunch programs at all three schools.

� We co-sponsored and supported Health and Wellness Week and the Spark Night Parent Lecture series.

� We supported boarding students by hosting Boarders Without Borders dinner parties in our homes; inviting students for homestays during holidays and school breaks; providing birthday cake delivery services; and providing funding through our boarding project fund, which supported kitchen renovation projects in the boarding houses.

Philanthropy � Our scholarship fund within the School endowment continued to

support our second named scholar.

� We donated over $40,000 to the School's annual Dream Big fund.

� We supported projects through allocations funding, including new technologies; athletic equipment; classroom furniture; an animated series for Learning Resources; props for the Middle School musical; gardening supplies for the Middle School; and a variety of items and support for the Junior School renovations and upgrades.

� We contributed graduation funding grants to support Grades 5, 8 and 12 class celebrations to mark these important rites of passage.

SMUS Parents’ Auxiliary

2016-2017 ExecutivePresident: Teresa Pryce

Vice-President: Grainne McElroy

Treasurer: Marie Queen

Secretary: Christine Ellsay

School Parent Liaisons: Andrea Katz (Junior School) Jeany Shipley (Middle School) Kevin Sing (Senior School)

To Contact the PA: email [email protected]


“We are committed to advocacy on behalf of SMUS to ensure fulfillment

of the SMUS mission.”

The SMUS Alumni Association is a group of alumni led by a volunteer board that works with the School to foster strong ties between SMUS and its former students.

SMUS Alumni Association Highlights for 2016-2017

� The 2016 Alumni and Friends Golf Tournament was held at Bear Mountain. Proceeds from the tournament went to the Alumni Association Endowment Fund.

� Alumni continued to celebrate and support the beginning of the school basketball season by staging a very successful day-long basketball event in November.

� The 2016 Distinguished Alumni Award focusing on outstanding achievement in business was awarded to Stewart Butterfield ‘91 based on nominations from alumni.

� The Alumni Association partnered with the School to deliver an interactive Career Day in January. Students in Grades 9 through 12 had the opportunity to learn about a wide variety of careers from volunteer speakers, including more than a dozen SMUS alumni. The day began with a keynote address given by alumnus John Burns ‘85, a writer, journalist, film-maker and Story Director at ECHO Storytelling.

� The Alumni Association supported and participated in end-of-year functions, including the Athletics Banquet, Junior, Middle and Senior School closing ceremonies, and Grade 12 graduation.

� More than 300 alumni turned out for receptions held in Victoria, Toronto, Calgary, Edmonton, San Francisco, London, Hong Kong, Seattle, New York, Vancouver and Washington, DC.

Highlights from Alumni Weekend 2017

� A reunion reception hosted by Bob and Joan Snowden for the classes of 1987 and earlier.

� Friday night events for the classes of 1982, 1987, 1997 and an all-years event at a local pub.

� A dinner hosted by the SMUS Alumni Association for the 1st XV rugby team.

� The alumni vs. alumni rugby match.

� A pancake breakfast hosted by the SMUS Society Board of Governors.

� A reunion for Bolton House alumni.

� Chapel service with guest speaker Kristina Berman ’97, founder and CEO of Integris Software.

� An international marketplace organized by Evelyn Zapantis of SMUS Boarding Services.

� Presentation of grad bears to the Class of 2017.

� Alumni versus student matches in soccer, field hockey and squash.

� A Saturday night reception for notable-year reunions held in Brown Hall.

SMUS Alumni Association2016-2017 SMUS Alumni Association BoardMatthew Ashton ‘13

Barnabas Clarke ‘88

Jeremy Cordle ‘91 (President)

Bhupinder Dulku ’09

Tom Erlic ‘88

Caitlin Farquharson '10

Alec Johnston ’98

Kimberly Lobb ’98

Chris May ‘92

Danielle Topliss ‘91

Helen Truran '90

Stephen Yu ‘93

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The Vivat FoundationEndowment is a critical component of our School’s vision and mission. The income from our endowment will allow us to extend scholarships and bursaries to exceptional students who need financial support, while the capital will ensure our financial health through our next century and beyond. In 2016, SMUS Society members approved a special resolution to reorganize our existing endowment foundations into the Vivat Foundation, a registered not-for-profit organization that will meet the future needs of our School and operate based on the current best practices of similar schools and endowment funds.

Following the endorsement of the Society, the Vivat Foundation was incorporated and received a transfer of SMUS endowment investments totaling $12,543,727 on July 1, 2017. The Foundation is now in the process of developing policies and procedures that will provide sound financial stewardship and solid governance over the School’s endowment funds and investment portfolio, ensuring that the best interests of the School are appropriately supported by endowment funds.

The Foundation is governed by a Board of Directors who bring a range of skills, experience and affiliation with the School. The mix of skills and backgrounds includes expertise in investment management and

familiarity with SMUS through involvement as an alumnus, parent or as a member of the Board of Governors or one of its committees.

SMUS will continue to raise funds for endowment through our Advancement Office and our annual Dream Big fund campaign, focusing on priorities that are set by the Board of Governors and the Head of School.

Board of Directors Kyman Chan ‘85 (as SMUS Society Board Treasurer)

Eric Heffernan ’73 (Chair)

Ann Glazier Rothwell ‘85 (as SMUS Society Board Member)

Kathy Jawl

Hugh McGillivray ‘64

Paul Flanagan

Andy Rodford (as Acting Head of School)

Named Endowment Funds

$12,726,246Endowment Total as of June 30, 2017

$175,067Contributed to Endowment in 2016-2017

The Admin Staff Endowment The Alumni Endowment The Bateman Family Endowment The Chris Beeston ’92 Memorial

Endowment The Alfred Joseph Boyce Endowment The Captain Anthony V. Appleyard ’32

Endowment The Russell Challoner ’53 Endowment The Chmiel Endowment The Class of 2003 – Stephanie Shergold

Endowment The Considine ’70 Endowment The Clare Copeland Endowment The Leonard Cropper Endowment The Christine Duke ’86 Endowment The Faculty Endowment The First Nations Endowment The Brian Graves ’42 Endowment

The Liam Hassett ’96 Endowment The Hill-Madonna Endowment The Hudson Endowment The Jessiman Endowment The Ian Kingham Endowment The Andrew Middleton ’95 Endowment The Murphy Family Endowment The Nativity School Endowment The Nelson Arthur Hyland Endowment The Parents’ Auxiliary Endowment The Pollen-Jawl Family Endowment The Quail Rock Foundation Endowment The Quainton-Oates Endowment The William Redpath Endowment The Tom Rigos ’61 and Sue Rigos

Endowment The Colin Skinner Endowment The Sodexo Endowment

The Spicer-Tye Endowment The Symons Founders Endowment The J.J. Timmis Endowment The Michael Van Lijf ’85 Endowment The Michael Walsh Endowment The Reg Wenman ’21 Endowment The Douglas J. Williams Endowment The Robert Wilson Endowment The Leversedge ’86 and ’93 Endowment The Penaluna Endowment The Carol Lobb Endowment The McLoughlin ’42 Endowment The Nesta Bowen Horne Endowment The Prentice Endowment The Schaffter Endowment

Endowment for 2016-2017The value of the endowment investments transferred to the Vivat Foundation plus cash totaled $12,726,246 as of June 30, 2017. Thanks to the generosity of our community, $175,067 was contributed to our endowment in 2016-2017, adding to the amounts in more than 40 named funds that support financial aid for mission-appropriate students.


SOLIS CIRCLE ($50,000+)Anonymous (1)Estate of Brian Graves ‘42Mr. Danny Ho ‘73Mr. & Ms. Yongping & Lili Wang, Parents

MT. TOLMIE CIRCLE ($31,000 - $50,000)Estate of Cecil Branson ‘52Mr. Brian Cameron ‘73***Mr. Zhizhong Chen & Mrs. Huayan Lin, ParentsMr. Richard ChengMr. John Herpers ‘64 & Mrs. Nancy Herpers**Mr. Jian Sheng Li, ParentSMUS Parents’ Auxiliary Society**Mr. Yi Zhou & Ms. Xiaowen Yao, ParentsMr. Gang Zuo & Mrs. Tang Yan Zhang, Parents

VIVAT CIRCLE ($20,000 – $30,999)Mr. Jay Hayden & Mrs. Kate Ramsden-Hayden**Mr. & Ms. Yingsong & Xueping Huang, ParentsMr. Tong Li & Mrs. Tong Zhou, ParentsMr. Geoffrey MacKay, ParentMr. William Monkman ‘62*Mr. Bruce Mullen, Parent*Sir David Newbigging ‘45 &

Lady Carolyn NewbiggingMrs. Michelle Nguyen, ParentMr. Tim Quocksister &

Ms. Jessica Olafson, ParentsMr. & Mrs. Marc & Clare Vincent, ParentsDr. Zhicheng Zhao & Mrs. Xuemei Lin, Parents

FOUNDERS’ CIRCLE ($15,000 – $19,999)Mr. Gang Chen & Mrs. Linda Li, ParentsMr. Christopher Considine ‘70 &

Mrs. Susan Considine, Parents***Mr. & Mrs. Blair & Tracey Hagkull, Parents*Mr. Eric Heffernan ‘73**Mr. Michael Jawl ‘76 & Mrs. Kathy Jawl***

Mr. Akinori Kokubun ‘02Mr. Tadanori Kokubun ‘00 & Mrs. Aya Kokubun*Mr. James Rigos ‘60 & Mrs. Doreen Rigos***Mr. Thomas Rigos ‘61 & Mrs. Sue Rigos**Ms. Charlotte Salomon &

Mr. Chris Robinson, Parents*SMUS Alumni Association**

BELL TOWER ($10,000 – $14,999)Anonymous (2)Mr. Ted Chen & Mrs. Ashley LuoMs. Rani Dhillon*Mrs. Ann Glazier-Rothwell ‘85 &

Mr. Alex Rothwell, Parents**Mr. & Mrs. William & Terry Harper***Dr. & Mrs. James & Carter Helliwell, ParentsEstate of Mr. Matthew E.G. KellyMr. Brian Kliman ‘82 &

Mrs. Allanna (Dokken) Kliman ‘83Mr. Ping Leung & Mrs. Daisy Liu, ParentsMr. & Mrs. Dongsheng & Ruhui Li, ParentsMr. Yuehai Li & Ms. Aileen Mao, ParentsMr. Chuhan Liu & Mrs. Chenyang Jin, ParentsMr. & Mrs. Ron & Lisa Solmer*Mr. Daryl Wong ‘06Mr. Justin Wong ‘09Dr. Wei Wu, ParentMr. Fred Yang & Mrs. Anna Yang, Parents &

Mr. Nathan Yang ‘19Mr. Mark Yu ‘94Mr. Stephen Yu ‘93 & Mrs. Darleen Yu

CORNERSTONE ($5,000 – $9,999)Anonymous (1)Mr. David Angus ‘62 & Mrs. Susan Angus**Mr. Rod Couvelier ‘71 & Mrs. Debbie Couvelier**Mr. Craig Elder ‘88 & Mrs. Donna Dayman-Elder**Mrs. Karen Jawl ‘99 , ParentDr. Christina Kay ‘89 &

Mr. Thomas Pressello, ParentsMr. Robert Kelley ‘65 & Mrs. Karen Kelley*

Mr. Liming Li & Mrs. Lucy Chen, ParentsMr. & Mrs. Robert & Brenda Murphy**Mr. Dan Sheehan &

Ms. Leslie Shewring, Parents*Mr. Jindi Singh & Mrs. Meenu Kaur, Parents*Mr. & Mrs. Robert & Joan Snowden, Staff***Sodexo**Mr. Anthony Souza ‘72**Mr. Michael Throne ‘72**Mr. Michael Walsh**Mr. James G.M. Wang & Mrs. Valerie Zhao,

ParentsMr. Xinle Wang & Mrs. Xiaoying Hong, ParentsMr. & Mrs. David & Mieke Wizinsky**Mr. Edwin Zeng & Mrs. Jennifer Zhou, Parents

HEADMASTER’S CIRCLE ($1,000 – $4,999)Anonymous (1)Mr. Xavier Abrioux ‘76 &

Mrs. Bernadette Abrioux, Staff**Mr. Robert Adair & Mrs. Deborah Acheson**Mr. & Mrs. Eliot & Becky Anderson,

Parents, Staff**Ms. Marianne Anderson ‘80 &

Mr. Andrew Clarke**Mr. David G. Angus ‘94 & Mrs. Jennifer Angus**Mr. Sasha Angus ‘90 & Dr. Li-Shih Huang,

Parents**Mr. Jinwoo Baek ‘02Dr. Mario Baff & Ms. Teresa Pryce, Parents*Dr. Stephen Baker & Dr. Dionne Laslo-Baker,

Parents**Mr. & Mrs. Robert & Birgit Bateman***Mrs. Lex Bayley ‘82 & Dr. Peter Dickhoff**Lt. Col. Andrew Butters ‘66 &

Ms. Kristen Bennett**His Honour & Mrs. Peter & Patricia Caffaro*Ms. Shara Campsall, Parent, Staff*Mr. Kyman Chan ‘85 & Mrs. Patricia Chan,

Parents**Dr. Hendrik Coetze & Dr. Monica Mentz,

Parents*Mr. James Crumpacker ‘63 &

Mrs. Anne Crumpacker**

With the support of the entire community, we reached our annual fund goal and made progress on our fundraising goal for the new dining hall and student centre

*** 20 years of giving | ** 10 years of giving | * 5 years of giving

Annual Dream Big Fund and Sun Centre Supporters

15


17

Dr. William Cunningham ‘77, Parent*Dr. Richard Curry & Mrs. Susanne Walker Curry,

Parents, Staff*Drs. Jerome & Lucy Dansereau, ParentsMr. & Mrs. Jason & Chantelle Delichte, ParentsMr. Ajit Dhillon ‘07*Mr. Himat Dhillon ‘08*Mr. Michael Drew, Staff & Mrs. Shannon Drew,

Parents*Mr. & Mrs. Keith & Michelle Driscoll,

Parents, Staff*Mr. Scott Dunbar & Ms. Kathy Marshall, ParentsDr. & Mrs. Peter & Barbara Duncan**Karen & John Durkheimer Family Fund of

The Oregon Community Foundation (in honour of John Herpers)

Mr. Richard Eaton & Ms. Shelly Berlin, Parents*Mr. & Mrs. Chris & Christine Ellsay, ParentsMrs. Susan Findlay***Mr. Paul Flanagan & Ms. Cathy Dixon**Drs. Eric & Michele Fretz**Dr. & Mrs. Gurjit & Eryn Gakhal, ParentsMr. Ming Gao & Ms. Grace Sun, ParentsMr. Peter Gardiner, Staff & Mrs. Jane Gardiner**Mr. Mathew Geddes ‘93 & Ms. Lindsay Brooke,

Parents, Staff**Mr. Nick Gudewill**Mr. Clifford Hall ‘83 & Mrs. Heather Hall**Mr. Barret Hatton ‘93**Henry F. Bannister, Inc.*Mr. & Mrs. Justin & Cindy Henry, Parents*Mr. Frank Hinmon ‘64 & Mrs. Demi HinmonMr. & Mrs. Michael & Moira Hooton, Parents*Mr. & Mrs. Mark & Kathy Huang, ParentsMr. & Mrs. Jason & Heidi Jacob, Parents*Mr. Alec Johnston ‘98 &

Mrs. Jennifer (Angus) Johnston ‘98**Mr. Jacky Lam & Ms. Samantha Ngai, ParentsMs. Denise Lamarche, Staff &

Mr. Daniel Pontefract, Parents*Dr. Peter Leekha ‘89 & Dr. Zareen Charania ‘96Mr. Paul Leslie, Staff & Dr. Sylvain Boies*Dr. Jianhua Li & Mrs. Xiaohong Wang, ParentsDr. & Mrs. Mark & Catherine Lupin, Parents*Mr. Spud Matthews & Ms. Debbie Bulla, Parents*Mr. James McClaskey ‘57 &

Mrs. Kay McClaskey**Mr. Philip McCune ‘83 &

Mrs. Jill Hansell McCune***Mr. Jim Mousel ‘63*Mr. Michael Murgatroyd, Staff &

Mrs. Signi Murgatroyd**Mr. & Mrs. Danny & Joanne Ng, ParentsMarc & Belinda Owen-Flood Family Fund at the

Victoria Foundation, Parents**Mr. Wei Pang & Mrs. Lihua Zha, Parents &

Mr. Leo Pang ‘19

Mr. John Parkinson ‘83 & Dr. Nicky (Taylor) Parkinson ‘83, Parents**

Mr. John PollenMr. & Mrs. Ross & Renee Porter, Parents*The Hon. Anthony Quainton ‘46 &

Mrs. Susan Quainton***Samantha Weeks Design GroupMr. & Mrs. Bill & Norma Selwood**Dr. John Shandro & Dr. Amita Modi-Shandro,

Parents**Mr. & Mrs. Beat & Irina Siegrist, ParentsMs. Carly Smith ‘19Mr. Carson Smith ‘15Mr. Eric Song & Ms. Maggie Wang, ParentsMr. & Mrs. Michael & Dana StevulakMr. Geoff Streitel & Ms. Leith Anderson, ParentsMrs. Judy Sturgis**Mr. Baohe Sun & Mrs. Lina Ma, ParentsMr. Michael Sun & Ms. Caroline Chen, ParentsMr. Philippe Taillefer & Dr. Alysha Trinca-Taillefer,

ParentsMr. David R. Thomas**Mr. Giles Thorp ‘63 & Mrs. Woynshet Kebede,

Parents**Mr. Peter Tsui & Ms. Sarita Lo, ParentsMr. & Mrs. Lorne & Cindi Valensky, ParentsMr. John Walton*Mr. & Mrs. Stuart & Natascha Walton, Parents*Mr. Jack Wang & Mrs. Shan Wu, ParentsMr. & Mrs. Adam & Jennifer Wilkins, ParentsMr. Robert Wilson, Staff***Mr. Eric Wu & Ms. Xiao Li, ParentsMr. Edward Xu & Mrs. Bing Yin, Parents &

Mr. David Xu ‘18Mr. Jinhui Xu & Mrs. Zhihong Li, ParentsMr. Tao XueMr. Feng Ye & Ms. Yan Xue, ParentsMr. Jian Xin Yan & Mrs. Kirsten Fu, ParentsMr. Tiger Yao & Mrs. Celia Zheng, ParentsMr. Li Yu & Ms. Haiyan Yang, ParentsMr. Bin Zhang & Mrs. Jing Yang, ParentsMr. Bo Zhang & Ms. Li Li ChengMr. James Zhang & Mrs. Emily Wang, ParentsMr. John Zhang & Mrs. Iudy Chen, ParentsMr. Li Zheng & Mrs. Xiao Yan Chen, ParentsMr. Taoyu Zu & Ms. Yan Chen, Parents

PATRONS ($500 – $999)Anonymous (1)Dr. Abe Alexander & Dr. Deanne Breitman,

ParentsMs. Laura Authier, Staff**Drs. Nigel & Jenni Bass, Parents*Mr. Neville Bishop ‘68 &

Mrs. Genevieve Bishop**Mr. James Booth, Staff**

Mr. Nelson Clayshulte & Mrs. Carolyn Aguirre-Clayshulte

Mr. Ross Cooke & Ms. Dhorea Colins, ParentsMr. & Mrs. Robert & Jennifer Cormie, ParentsMs. Avnashi Dhillon ‘15Dr. & Mrs. James & Sheree Dooner*Ms. Renee Dugan ‘90**Mrs. Valerie (Denike) Duke ‘86 &

Mr. Christopher DukeMr. George Floyd, Staff***Mr. Kefu Fu & Mrs. Bing Liang, ParentsDr. Greg Ganz & Dr. Heather Clark, ParentsMr. Leslie Gilbert ‘50***Mr. & Mrs. John & Nancy GosslingMr. Nick Hall-Patch***Mrs. Dorothy Hawes, Staff & Mr. Mark Hawes*Mr. & Mrs. Stefan & Susanne Hedler, ParentsMr. & Mrs. Scott & Christine Hill, ParentsMr. & Mrs. Ian & Lisa Hyde-Lay, Staff**Ms. Ai Ishiwatari, ParentMr. Brent Iverson & Ms. Mia Maki, Parents**Mr. Robert Jawl ‘00 & Ms. Shara ZimmermanMrs. Michelle (Greene) Jones ‘86 &

Mr. Brett Jones, Parents**Mr. Kihyun Kim & Mrs. Joanne Seong, ParentsMr. & Mrs. Donald & Gail KruselMr. Victor Lee & Mrs. Linda Lu, ParentsMr. & Mrs. Frank & Fang Lin, ParentsMr. Steven Lobb ‘96 & Mrs. Josie Lobb, Parents**Mr. Jie Lu & Mrs. Liwen Sun, ParentsMr. Sebastian Luo & Dr. Jing Zhang, ParentsMr. Scott Marks ‘90Mr. & Mrs. Stephen & Christina McDermott,

ParentsMrs. Nancy Mollenhauer, Staff &

Mr. Ian Mollenhauer, Parents**Dr. Andrew Moore ‘86*Dr. Danny Myers & Dr. Anita Gadzinska-Myers,

ParentsMrs. Diana Nason, Staff & Mr. Gary Nason*Mr. Andy Rodford, Staff &

Mrs. Elizabeth Rodford*Mr. & Dr. Eugen & Alina Toaxen, Parents*Mrs. Joan Tweedie, Staff & Mr. Rob Tweedie**Mr. Andrew van der Westhuizen ‘04 &

Mrs. Jennifer (Fritz) van der Westhuizen ‘04**Mr. Michael van der Westhuizen ‘08**Mrs. Lies Weijs, Staff & Mr. William GlassmanMs. Jennifer White, Staff**Ms. Donna Williams, Staff***Mr. Jack Wong ‘96**Mr. Tim Yaryan ‘63 & Mrs. Mary Yaryan**Dr. Adrian Yee & Dr. Janet Mak, Parents*Mr. Warren Yu ‘79 & Ms. Betty Tai**Mr. Hong Gang Zhao & Mrs. Ling Ling Zhang,

Parents



FRIENDS ($1 – $499)Anonymous (9)Mr. Lyle Acton & Ms. Angela PlastererMr. Alexander ActonMr. Benjamin Acton ‘00Mr. Dominic Albert & Ms. Susan Vachon, Staff**Ms. Eileen Amirault, Staff**Ms. Jennifer Amuge, ParentA.R.T. Bookworld Productions Inc.Mr. Rob Ashwin & Ms. Jenifer Chilcott, ParentsMs. Penny AuthierMr. Gary Barber, Staff & Mrs. Michelle Barber**Mr. Michael Barber ‘80 & Mrs. Gretchen Barber**Mr. Christopher Bateman ‘94 &

Mrs. Jennifer Bateman, Staff*Ms. Jill Bates-SmithMr. & Mrs. Vikramjit & Hansdeep Bawa, ParentsMs. Sarah Beeston ‘89 & Mr. Gregor Klenz,

Parents, Staff**Ms. Cathy Beglau & ‘Charley’, Staff*Ms. Erin Anne Beirne ‘82 & Mr. Jeff HectorMr. Rob Boeckh & Dr. Nina Steele, Parents*Mr. Steven Matthew Branyik &

Ms. Maru Perez Sanchez, ParentsMr. & Mrs. Jason & Monica Brinham, ParentsMs. Barbara Broughton ‘85 &

Mr. Fletcher MorganMr. David Buchan ‘71Mrs. Sybil Butterfield*Dr. Barbara Cade-Menun ‘82 &

Mr. Charles Menun, ParentsMs. Teresa Calderon de la Barca, Staff*Ms. Charlotte Campbell ‘20Ms. Kate Campbell, Parent*Mr. Adrian Campillo ‘93 & Ms. Bessie Coulet*Mr. & Mrs. Geoffrey & Elaine Castle**Mr. & Mrs. Mark & Deanna Catto, Parents, Staff*Mr. Dehua Chang & Ms. Jing Luo, ParentsMr. Dominique Chapheau**Mr. Stephan Chapheau ‘99Mr. & Mrs. Chung Yi & Hui Hsin Chen, ParentsMr. Hui Chen & Ms. Aiyang Ma, ParentsMr. George Clark ‘59 & Mrs. Zandre Clark*Mr. & Mrs. Kevin & Kathleen Cook, Staff**Mr. & Mrs. Don & Valerie Copeland*Mr. Anthony Cordle, Staff***Mrs. Kixi Creek***Mrs. Gina (Cockayne) Cuthbert ‘93 &

Mr. Stuart CuthbertMr. & Mrs. Reagan & Aimee Daly, Staff*Mr. Michael Danskin ‘98 & Ms. Jessica Hanna,

StaffMrs. Kirsten Davel, Staff & Mr. Keith Davel**Mr. & Mrs. John & Cerris Davies**Mr. Pieter De Groot & Dr. Sheila Wynn**

Ms. Lynette Delainey, StaffMr. & Mrs. David & Corrie Delisle, ParentsMr. Richard DeMerchant, Staff*Dr. Laurence Devlin ‘59 & Mrs. Penny Devlin**Mr. Ryan Dewar, Staff*Mrs. Gisèle Di Iorio, Staff***Ms. Karen Dicks, Staff**Dr. Fiona Donald ‘82 & Dr. Colin ReedMr. Mark Drum ‘64 & Mrs. Maggie Drum**Mr. Harrison Duncan ‘11Mr. Eric Eastick ‘58Mr. Jason Easton & Ms. Nancy WrightMr. & Mrs. John & Heidi Edgar, Staff**Mr. Brad Edgington, StaffMr. John Edwards ‘50 & Mrs. Helen EdwardsMr. John Emmel ‘66 & Mrs. Dacia Emmel*Mr. Ryley Erickson ‘13Mr. Craig Farish ‘90, Staff & Ms. Bonnie Davison*Mrs. Jennifer (Norman) Fitzpatrick ‘82 &

Mr. Thomas FitzpatrickRev. Keven Fletcher, Staff &

Mrs. Jennifer Fletcher**Mr. Richard Fraser & The Hon. Catherine Fraser**Mr. Duncan Frater, StaffMs. Alyssa Fu ‘18Mr. & Mrs. Steven & Alison Galloway,

Parents, Staff**Dr. Jacques Garrigues ‘67 &

Mrs. Ursula Garrigues*Ms. Stephanie (Gill) Geehan ‘95 , Staff &

Mr. Jonathan Geehan**Mr. Peter Genge ‘65 & Mrs. Sharon Genge*Mr. & Mrs. Robert & Susan Gill**Mr. Colin Godfrey ‘57**Mr. & Mrs. Tony & Sharon Goodman, Staff*Mr. Benjamin Gudewill ‘04*Mr. Edward Gudewill ‘06*Mr. Jin Qiao Pan & Ms. Ellen Guo, ParentsMrs. Maureen Hann, Parent, Staff*Mr. & Mrs. Brad & Julie HarmerMr. Brandon Hawes, Staff & Mrs. Alice Hawes,

Parents*Mrs. Dariol Haydock, Staff &

Mr. Robert Haydock, Parents**Mr. Michael Hayes ‘84 & Mrs. Rosemarie HayesMr. Angus Henderson, Staff &

Mrs. Susie Henderson, Parents*Mr. & Mrs. Helmut & Carolyn Hissen, Parents*Dr. & Mrs. Alex & Riah Hoechsmann, ParentsMrs. Alice Mary Humphreys**Mr. John Humphries, Staff &

Mrs. Joan Humphries**Mr. Jeffrey Hunt ‘91, Staff*Dr. Robin Hutchinson ‘57 &

Mrs. Patricia Hutchinson**Ms. Lesia Ilnytzky, Parent

Mr. & Mrs. Stephen & Edwina Ingle**Ms. Myra Inglis, Staff**Mr. Alexander Isphording ‘04*Mr. & Mrs. Michael & Monica Jackson, Staff***Mr. Zyoji Jackson & Mrs. Theresa Hogg-Jackson,

Staff*Mr. & Mrs. Paul & Iliana Jervis, ParentsMr. Peter Johnston & Ms. Mary Lue Emmerson,

ParentsMr. Jasper Johnston ‘16Ms. Raechel Jones, Staff*Ms. Nikki Kaufmann, Staff*Mr. Marty Keep, ParentMr. & Mrs. David & Susan Kerr, Parents, Staff**Ms. Laura Keziere, Staff & Mr. Howard McElderry,

Parents**Ms. Kate Knight, StaffMr. & Mrs. Peter & Ronnie KuoMr. Jin Hoo Kwon ‘03Mr. & Mrs. James & Romi Lagadin, ParentsMr. David Lai & Ms. Jennifer Lynn, ParentsMrs. Nicole (Edgar) Laird ‘07, Staff &

Mr. Philip LairdMr. Kent Leahy-Trill, Staff**Mr. & Mrs. Dennis & Melanie LeBrun, ParentsMr. & Mrs. Kevin & Paula Lee, Parents*Mrs. Tanya Lee, Staff & Dr. John Lee, Parents*Mr. Peter Leggatt, Parent, Staff**Mr. Graham Lilly, Staff**Ms. Tessa Lloyd, Staff*Mr. Mark Longridge ‘90 & Mrs. Julee Longridge**Mrs. Alexis Lunn, Staff & Mr. Gary LunnMs. Susan MacDonald, Staff*Mr. Robin MacLeod ‘63 & Ms. Sylvia Calder***Mr. Michael Margolus ‘63Ms. Alison McCallum, Parent, Staff*Ms. Kathleen McIsaac**Mr. & Mrs. Steve & Melinda McKieMs. Mary McLeish ‘89, Staff & Mr. Michael Shaw,

Parents*Mr. Peter McLeod, Staff & Mrs. Lynda McLeod**Mrs. Aynsley (Wong) Meldrum ‘93 &

Mr. Daniel MeldrumMrs. Naomi (Saville) Melo ‘92 & Mr. Mike Melo,

ParentsMr. & Mrs. Keith & Teresa Middleton*Mr. Kuda Midzi & Ms. Vimbai Muramba, ParentsMs. Laura Miller, Staff & Mr. Dominic Seiterle*Mr. & Mrs. Luke & Anne Mills, Parents*Mr. Clint Monrufet ‘78 & Mrs. Claudia MonrufetMr. David Morant ‘47 & Mrs. Marcia MorantMs. Emery Moses ‘05**Mr. David Motherwell ‘84 & Dr. Sharleen Hoar,

ParentsMr. George Newcomb ll ‘71 & Mrs. Jill NewcombMr. Robert Newman, Staff**


19


Ms. Nicky Newsome, Staff & Mr. David Juteau, Parents*

Mr. Robert Nixon ‘60***Ms. Keira Ogle, Staff & Mr. Adam McCaffreyMr. William Olafson ‘66**Mr. & Mrs. Robert & Margot Orcutt**Mr. Arman Ospan & Mrs. Assem Kaltayeva,

ParentsMr. Eric Palencia &

Dr. Elizabeth Gutierrez EstradaMs. Allison Peace, Staff*Mr. & Mrs. Greg & Shannon Phillips, ParentsMrs. Laurie Piazza, Staff**Ms. Alexandra Pollen ‘12Mr. David Pollen ‘13Mr. Richard Primrose, Staff*Mr. & Mrs. Marc & Alison Psarolis, ParentsMs. Linda Rajotte**Mr. Eric Randall ‘86**Mr. Gareth Rees ‘85 & Mrs. Denise Rees*Ms. Jane Rees ‘86 &

Mr. Spencer Robinson, Parents, Staff*Mr. Joseph Robertson ‘76 &

Mrs. Anita RobertsonMr. & Mrs. Mike & Connie Robinson, ParentsMr. Dylan Rovere & Ms. Jennifer Chown, ParentsMr. Andrew Sabiston ‘82 &

Ms. Stephanie Martin**Dr. Kazemi Sedighi-Chafjiri &

Ms. Sepideh TabarestaniMr. Kyle Shaw, StaffDr. & Mrs. Andrew & Michelle Singh, Parents*Ms. Hailey Smith, StaffMrs. Mary Smith, Staff, & Mr. Stephen Smith**Mrs. Leslie Snarr, Staff, & Mr. Jeff Snarr**Mr. Daniel So & Mrs. Keri Wilson, ParentsMr. & Mrs. Anthony & Darlene Southwell***Mr. Paul Stady ‘87Mr. & Mrs. Ian & Lilibeth Stark, ParentsMr. Darin Steinkey & Ms. Laurie Parker, Staff*Mr. & Mrs. David & Jade Stevenson, ParentsMr. Nicholas Stipp*Ms. Diana Strandberg, Parent, Staff***Mr. Jianhua Sun & Mrs. Sally Ma, ParentsMr. Michael Symons ‘63 & Mrs. Lee Symons*Mr. Ngam Szeto & Mrs. Angel Wong, ParentsMr. Jeff Taylor, Staff*Mr. Ryan Taylor ‘11TelusMr. & Mrs. Wayne & Leslie Thompson**Ms. Judy Tobacco, Staff*Mrs. Barbara Toller, Staff & Mr. Mike TollerMs. Tara Toller, StaffMr. Christopher Travis ‘80 & Mrs. Nerissa Travis*Mr. Robert Travis ‘37*

Ms. Jenn Trottier, ParentMs. Helen Truran ‘90 & Mr. Elmar Plate, ParentsMr. Maurice Turner ‘40 & Mrs. Diana Turner**Mr. & Mrs. John & Sandra Turpin, Parents**Mr. John Underhill ‘81 & Ms. Sandra Williams**Mr. Christopher Unger ‘87 & Mrs. Lara UngerMs. Lindy Van Alstine, Staff***Mrs. Michelle Vecqueray, Staff**Mr. Donald Wand**Dr. & Mrs. Songpol & Chantana Wannasathit,

ParentsMr. Gordon Webster ‘88 & Mrs. Dawn WebsterMr. James Wenman ‘66***Mr. Robert White ‘60 & Mrs. Militza White**Mr. & Mrs. Greg & Fiona Whitten, ParentsMs. Leanne Wilkins, Staff*Capt. & Mrs. Roger & Heather Williams, ParentsMr. Jim Williams, Staff & Dr. Marilyn Bater,

Parents**Ms. Dawn Wilson, Staff*Dr. & Mrs. Robert & Sarah Wilson, ParentsMr. Dale Windrem ‘62*Mr. Chris Wolfe ‘66 & Mrs. Diane WolfeDr. Adriana Wong ‘82 & Mr. Patrick YuMr. Ethan Woods ‘23Dr. Kui Wu & Mrs. Ju Yang, Parents*Mr. Jack Xuan & Mrs. Xue Mei ZhouMr. Sherman Yang & Mrs. Liqin WuMr. Gang Yin & Ms. Jennifer Zhan, ParentsMrs. Pam Yorath, Staff, & Mr. Cliff Yorath***Ms. Anne Young, Staff*Mr. Terence Young, Staff & Mrs. Patricia Young*Mrs. Evelyn Zapantis, Staff, & Mr. Nik Zapantis**Mr. Zhenzhong Zhang & Mrs. Zhixin Yu

ERROR NOTICE: 2015-2016 HEADMASTER’S CIRCLE ($1,000 - $4,999)Mr. Philip McCune ‘83 &

Mrs. Jill Hansell McCune***

HERITAGE WALK - BRICK PURCHASERSMs. Jennifer AmugeMr. & Mrs. Selim & Stephanie AnterMrs. Lex Bayley ‘82 & Dr. Peter DickhoffMr. & Mrs. Paul & Betsie BennettMs. Kathryn BindonDr. Laurence Bosley & Ms. Sandy IbrahimMr. Tony Brown & Ms. Astrid SaringMr. ChengJie Cao & Mrs. Ping LiMr. Graham Chan & Ms. Magdalene TamMr. James ClareMr. Patrick Couchman & Dr. Dolores PurbaMs. Dorcas Cox

Mr. John Davis & Ms. Karen PearsMr. & Mrs. Bert & Christine De VriesMr. & Mrs. Mike & Catherine DemarchiMr. Mark Drum ‘64 & Mrs. Maggie DrumMr. Scott Dunbar & Ms. Kathy MarshallMr. & Mrs. Mark & Melanie EdwardsMr. & Mrs. Rick & Michele FabrisMr. & Mrs. Cameron & Catherine ForbesMs. Lynn ForbesMr. Alphonso Franco & Mrs. Wendy SchulzMr. & Mrs. John & Sheri FraserMr. & Mrs. Rosendo & Carlene GutierrezMr. & Mrs. Douglas & Minda HarrisonMr. Andrew Hashmi & Ms. Marie QueenMr. & Mrs. Robert & Dariol HaydockMr. Howard He & Mrs. Yongqi WenMs. Kathryn HiltonDr. Jill HoubéMr. Simon Huang & Mrs. Angel LuMs. Tracy HurstMr. Weidong Jiang & Mrs. Zhenhua ZhuMr. Yong Jiang & Ms. Shizhen ZhangMrs. Michelle (Greene) Jones ‘86 &

Mr. Brett JonesDr. Larry Kahn & Dr. Deborah SheinbaumMs. Laura Keziere & Mr. Howard McElderryMr. Peter LeggattDr. Suzi LeggattMr. Rong Li & Mrs. Xubing DuanMr. Tony Li & Mrs. Crystal WangMr. Chuhan Liu & Mrs. Chenyang JinMr. Audelino Macario &

Mrs. Martha Alvarez de Macario Mr. Michael Muk & Mrs. Helen TamMr. Ludek Nesnidal & Mrs. Ivana NesnidalovaMr. David Newman & Mrs. Kelly BrownMr. & Mrs. Danny & Joanne NgMr. & Mrs. Tony & Melissa NgawatiMr. & Mrs. Bradley & Hilda OlbergMr. Rohit Raina & Ms. Anita MisriMr. & Mrs. Metodio & Priscila SantoMr. & Mrs. John & Marcela StrasdasMr. & Mrs. Mark & Toni SudulMr. Jianhua Sun & Mrs. Sally MaMs. Betty TanMr. Giles Thorp ‘63 & Mrs. Woynshet KebedeMr. Jim Williams & Dr. Marilyn BaterMs. Cathline Wong ‘10Mr. Zhihua Wu & Mrs. Feifei LeMr. Victor Yanez & Mrs. Alicia AscencioMr. Yuepei ZhuMr. & Mrs. Richard & Teresa Zwicky


21

Where Your 2016-2017 Dream Big Contributions Go

Top 10 Classes by Dollars Raised

Class $ Amount

1942 171,1967

1973 146,615

1964 42,925

1952 40,000

1962 30,100

1970 17,700

1988 17,550

1960 17,302

1961 17,039

1976 16,250

Participation Rates for Each Grade

Class # Families # Donors Participation

K 27 9 33%

G1 32 8 25%

G2 32 13 41%

G3 37 16 43%

G4 45 19 42%

G5 41 19 46%

G6 64 22 34%

G7 56 21 38%

G8 90 27 30%

G9 119 27 23%

G10 136 36 26%

G11 175 23 13%

G12 155 28 18%

5.2% Junior School

2.2% Middle School

5.5% Senior School

0.3% Operations

0.6% Gift in Kind

12.3% Financial Aid - Now

11.4% Head’s Initiatives

8.2% Endowment

1.2% Other

1.7% Athletics

51.4% Facilities


On behalf of the Finance Committee and the Board of Governors, I am pleased to report that the School’s auditors have once again issued an unqualified report to the financial statements for the fiscal year ended June 30, 2017. A summarized statement of operating revenue and expenditures is included with this report.

The School is a not-for-profit organization and the annual operating budget for the School is a balanced budget where revenues are equal to expenditures. Operating revenues and expenditures are the revenues and expenditures related directly to the operation of the School. For the 2017 fiscal year, there was a small gross operating surplus of $5,720 (deficit of $2,471 in 2016) after inter-fund transfers.

The School continues to focus on increasing the available financial aid. Financial aid consisting of scholarships and bursaries from the School’s operations, endowment funds, and other donations was $2.4 million ($2.3 million in 2016). Financial aid is funded from several sources and, as a result, the full amount is not disclosed in the operating fund.

A key financial priority is building the School’s financial strength to ensure that the School is always able to provide the highest quality program to our students and meet our strategic goals. Some key items in respect to the School’s financial strength last year are:

� The School’s financial position remained strong with combined net fund balances of over $40.1 million ($38.4) including $27.3 million ($26.5) in the capital funds and $12.7 million ($11.7) in the endowment fund.

� The School’s long-term debt stands at $7.7 million ($8.8 million) with annual debt-servicing costs representing 4.5% (4.7%) of gross operating revenue, which is well within the 10% allowed under the Society’s bylaws.

� In the 2016 fiscal year, the School had a small decline in enrollment and eliminated the annual transfer to the contingency funds to reduce expenditures. Enrollment returned to normal levels in 2017 and the School was able to resume the annual transfer to contingency funds.

� As approved by the Society’s members at the 2016 AGM, immediately after this year-end the School transferred investments totaling $12,543,727 to the Vivat Foundation, a related party of the Society due to common directors.

Full audited financial statements of the School are available by request.

A.G. (Sandy) Stedman, CPA, CA Board of Governors Treasurer (2016-2017)

St. Michaels University School Summarized Combined Statement of Financial Position As of June 30

2015 2016 2017

$000s $000s $000s

Assets

Cash and Treasury Bills $ 12,731 $ 13,669 $ 10,148

Accounts Receivable 365 343 487

Inventories 142 173 177

Prepaid Expenses 571 634 719

Endowment Fund Investments 11,321 11,513 12,553

Land, Buildings and Equipment 42,296 43,199 47,062

Total Assets $ 67,426 $ 69,531 $ 71,146

Liabilities and Fund Balances

Accounts Payable $ 4,646 $ 5,067 $ 5,428

Fees Received in Advance 13,093 15,184 15,699

Long-Term Debt 11,678 10,838 9,880

Fund Balances 38,009 38,442 40,139

Total Liabilities and Fund Balances $ 67,426 $ 69,531 $ 71,146

Treasurer’s Report and Financials

23

Budget 2016-17

Actual 2016-17

Budget 2017-18

$000s $000s $000s

Revenue

Tuition and Boarding $ 29,403 $ 29,532 $ 30,268

Registration Fees 468 479 488

Provincial Government Grants 1,993 2,152 2,100

Campus Shop, Summer Programs & Misc. Revenue 3,254 3,334 3,313

Unrestricted Donations - 104 -

Total Revenues $ 35,118 $ 35,601 $ 36,169

Expenditures

Scholarships $ 250 $ 250 $ 333

Bursaries 1,661 1,662 1,638

Classroom Instruction 13,368 13,506 13,760

Student Support 3,011 3,028 3,313

Educational Administration 2,666 2,751 2,586

Residence 2,421 2,396 2,512

School Advancement 1,099 1,084 1,113

Marketing 694 736 691

Admissions 1,031 1,041 1,038

Technology 578 556 656

Physical Facilities 2,493 2,621 2,608

Administration 1,030 938 999

Campus Shop, Summer Programs & Misc. Costs 2,454 2,583 2,339

Total Expenditures $ 32,756 $ 33,152 $ 33,586

Transfers to Other Funds

Debt Servicing $ 1,584 $ 1,589 $ 1,733

Capital Funds 653 598 700

Contingency Fund 100 295 100

Enrolment Reserve 25 25 50

Transfer of Unrestricted Donations - 104 -

Transfer to (from) Other Funds - (168) -

Total Transfers to Other Funds $ 35,118 $ 35,595 $ 36,169

Excess of Revenue Over Exp. & Transfers $ - $ 6 $ -

St. Michaels University School Summarized Statement of Operating Revenue and Expenditures for the year ended June 30, 2017


Looking Ahead: The Strategic PlanOur School is entering a new chapter that will bring exciting new opportunities and revitalization. In this period of transitioning Heads, the Board has approved a two-year interim Strategic Plan that will bridge the period between our 2012-2017 Strategic Plan and our next longer-term strategic plan, which will be developed with Mark Turner in consultation with our School community.

Our two-year interim plan highlights the following strategic goals:

Goal 1: An Exemplary Learning Experience As we transition our Head of School leadership, we will ensure the continuation of an exemplary learning experience for our students and families.

Strategic Priorities:

� Complete the rollout of the new curriculum.

� Ensure academic excellence through curriculum enhancements, cross-curricular planning and professional development.

� Continue to focus on areas of growth and innovation in education delivery such as personalization, a Reggio-inspired approach, project-based learning and experiential education.

� Strengthen talent management practices in recruiting, onboarding and succession planning to support the pursuit of excellence through the best teachers and staff.

Goal 2: A Strong, Engaged CommunityOur School is a unique, strong, kind, respectful and powerful community that provides our students and their families with an important sense of place and belonging. As emerging technologies continue to pose exciting possibilities for our future, human connection through community-building becomes even more important.


� Enhance our engagement by developing more meaningful relationships with parents, alumni, staff and friends.

� Continue to build a robust community of students.

� Build and support an effective Advancement team.

� Develop a culture of philanthropy through friendraising and increased understanding of the benefits of giving to SMUS.

Goal 3: Improved FacilitiesOur campuses have a strong sense of tradition, but also need continual upkeep.


� Celebrate the opening of the Sun Centre and complete the transition of Brown Hall to a new purpose.

� Develop a short-term (2- to 3-year) facilities maintenance and asset management plan.

� Create closer alignment between the work of the Facilities and Advancement committees.

� Lay the groundwork to create a campus master plan as part of the longer-term strategic plan.

Goal 4: Strengthened Governance and Fiscal StewardshipJust as we encourage our students to continually improve, develop a growth mindset and learn through experimentation, the Board uses these approaches and ways of thinking in its quest for excellence.


� Enhance policies and processes that ensure fiscal accountability.

� Ensure a successful CAIS re-accreditation and implement recommendations from the CAIS Accreditation Report.

� Ready the ground for our longer-term strategic plan.

� Advance board governance policies and practices that ensure strategic and fiscal oversight, as well as an effective working relationship with the Head of School.

The Strategic Planning Committee, co-chaired by SMUS Society Governors Shelly Berlin and Cathy Dixon, will kick off the process of developing the new longer-term strategic plan in 2018 with a period of community consultation. For more information about the process, visit www.smus.ca/strategicplan.

25

St. Michaels University School Society Board of Governors 2016-2017

Appointed GovernorsTeresa Pryce (Parents’ Auxiliary President)

Jeremy Cordle ‘91 (Alumni Association President)

Mat Geddes ‘93 (Faculty Representative)

Advisory GovernorsDavid Angus ‘62

Graeme Crothall

The Hon. Anthony Quainton ‘46

Dr. Alexandra Richie ‘81

Tom Rigos ‘61

Anthony Souza ‘72

Management Team 2016-2017Bob Snowden, Head of School

Xavier Abrioux, Director of Middle School

Keith Driscoll, Director of Residence and Student Life

Denise Lamarche, Director of Academics

Paul Leslie, Director of Admissions and Engagement

Michael Murgatroyd, Director of Finance and Administration

Becky Anderson, Director of Junior School

Andy Rodford, Director of Senior School and Deputy Head of School

Shelly Berlin

Kyman Chan ‘85

Rani Dhillon

Cathy Dixon

Peter Finamore ‘73

Ann Glazier Rothwell ‘85

Blair Hagkull (Chair)

Timothy E. McGee, QC

Dan Sheehan

Ron Solmer

A.G. (Sandy) Stedman

Michael Throne ‘72

REPORTOUR

CARD

3400 Richmond RoadVictoria BCCanada V8P 4P5

Tel: 250-592-2411

www.smus.ca

Documents

OUR REPORT CARD - SMUS · 5 Students Achieving a Mark of 3, 4 or 5 Average AP Exam Score Number of SMUS students writing at least one AP exam 245 SMUS AP Canadian National Scholars