2014 report to investors

Community Builds

Builds Community

PEF transforms public education in Hamilton County schools to

impact the lives of students, and the city we call home.

For over 25 years, we have leveraged strong community partnerships and relationships with

school leaders, teachers, and students to drive transformation in our public schools.

Our aim is that the next 25 years and beyond will bring profound change to Chattanooga. It’s only

together that we continue to rise, in our schools, and in our city.

three avenues of changeWe focus on 3 ways to empower educators to be agents of change in our schools:

School Leadership Student SuccessTeacher Leadership

A+

Leadership Pipeline

The Leadership Pipeline supports aspiring leaders and new and veteran principals in Hamilton

County schools. The goal of the pipeline is to create systemic change in school-level leadership

through support for all aspiring leaders and principals. The Leadership Pipeline includes:

Leadership Fellows

Year-long program designed to give emerging school leaders in Hamilton County the skills and

knowledge needed to participate in decision-making and school improvement.

the leadership pipeline supports educators to create system-wide impact.

YE A R S

05 10 15

10 0

2 0 0

3 0 0

4 0 0

50 0

GR

AD

UA

TE

S

15 years later, more than 450 teachers have graduated from Leadership Fellows

more than half of Hamilton County’s principals and assistant principals started as Leadership Fellows

50% over

education is just the beginning. together we rise.

school leadership: Leading the way to a stronger community

Principal Leadership Academy

Prepares assistant principals to take over the job principal through an intensive year- long

training program. HCDE, PEF, the Chattanooga Chamber of Commerce, and UTC are partners.

New Principal Support

All first, second, and third year

principals in the school district receive

ongoing, real-time, intensive coaching

from a successful, retired principal.

Principal and Assistant Principal Networks

Led by HCDE, these ongoing learning network meetings focus on the ability of assistant principals

to impact teaching and learning with a focus on quality instruction and the school structures

needed to support an environment of improvement and innovation.

the Principal Leadership Academy has graduated 52 aspiring principals

nearly half of these graduates have served in a Hamilton County school

in Vanderbilt University’s recent evaluation of the pipeline, almost all new principals said:

in a recent external evaluation conducted by Vanderbilt University, assistant principals and principals asked for even more opportunities for network meetings to learn from each other

their coach provided exactly what they most needed

on-the-ground, real time advice from someone who

understood the complexity of their job is extremely helpful

net

wor

k m

eeti

ngs

teacher leadership: great teachers make the greatest impact

Leadership Fellows

The most effective way to increase student learning is to improve teachers. This year-long program

focuses on instructional leadership. In a survey of over 1,000 HCDE educators, Leadership Fellows

was cited more often than any other learning opportunity as positively impacting careers.

Teacherpreneur Incubator

We are devoted to bringing teachers and community members together to launch transformative

ideas. Teacherpreneur offers teachers support, time and space to incubate big ideas and execute

them in the best interests of their students, schools, community, and their profession.

in the inaugural year, 28 individuals and teams of teachers pitched their ideas

15 ideas were funded for a total of $100,000, including a Maker Space in an urban school, a student leadership Think Tank, and a virtual book club

1:1 Technology Initiative

PEF provides iPads or Chromebooks, intensive professional development, and instructional

support to six schools around creating technology-infused learning environments which

empower students to be critical-thinkers, collaborators, innovators, and self-sufficient learners.

iPLCThe iProfessional Learning Community is a monthly collaborative network designed to help

teachers use technology in the classroom in authentic and effective ways.

Dev DevConnects teachers and industry professionals to

ensure all students have access, opportunity and

equity to become digitally literate.

<hundreds of students>

Fund for Teachers

Through this partnership, PEF offers teachers fellowships to travel in the U.S. or across the globe in

search of cultural enrichment, new teaching methods and fun and exciting ideas for the classroom.

Project Inspire STEM Teacher Residency

Project Inspire residents work alongside veteran educators while simultaneously earning their

Master’s degree and teaching license. A year later, they’re ready to take on a four-year commitment

in a high needs school.

Southeast Tennessee STEM Innovation Hub

The STEM Hub has successfully launched over 10 initiatives designed to disseminate innovative

teaching practices and accelerate STEM learning in schools and communities throughout

southeast Tennessee.

giving teachers time, space, and support to be innovative allows great teachers to thrive and

impact students beyond their classroom.

27 teachers9 countries




in the last 4 years, we have given almost $400,000 to nearly 100 HCDE teachers

a recent evaluation from the Friday Institute at NC State reflected that

of students in 1:1 schools said that the initiative has helped them do better in school

68 teachers from 52 schools have participated in the iPLC

many of them high-poverty, have participated in a coding workshop

the STEM Hub has supported the professional development of

teachers in southeast TN

YE A R 1 YE A R 2 YE A R 3 YE A R 4 YE A R 5

43 30

2,000

The Project Inspire STEM teacher residency has trained and placed 43 math and science teachers in 30 high needs schools

Project Inspire graduates outperform graduates from Traditional Colleges of Education

over

schoolsteachers

95%

52 68

teachers

industry students

student success: empowering the future keepers of our city

Camp College

A year of intense support starting with an annual 2½ day summer retreat and continuing

throughout the year for 50 low-income, first-generation, rising high school seniors.

Passport ScholarsProvides rising high school junior girls with the opportunity to enroll in a top-notch summer

academic enrichment program outside of Chattanooga.

Community EducationWe are committed to engaging parents, community members, and students about college and

career access and support, including events such as the Boys Leadership Summit and College

Goal Tennessee Conference.

gre at te achers and school le aders result in successful s tudent s.

over the last decade, the number of graduates who go on to college has increased by 30%

we reach over 1,000 students and parents annually to provide information

regarding the college process

since 2001,

first-generation or low-income girls have participated, with

matriculating to college

90% of Camp College students matriculate to post-secondary school

90%

70

85%College Access & Career Advisor Support

We work closely with every Hamilton County College Access & Career Advisor to create the

greatest impact for students and their families.

Communications & Development

Management & Finance

College & Career Advisors

Passport Scholars

Camp College

SOAR

Volunteer Initiative

Teacher Residency

iPLC

1:1 Technology Initiative

STEM Hub

Middle Schools for a New Society

Fund for Teachers Program

Principal Leadership Academy

Leadership Initiative

Leonore Annenberg School Fund for Children

Pathways to Prosperity

Development & Operations

College & Career Success

STEM

Leading & Learning

Revenue and Support

Grants and contributions

Earnings on investments

Fee for service

Other

Total Revenue and Support

Less: Pledges Funds received in advance Adjusted Revenue in Advance

Expenses

Leading & Learning

College & Career

STEM

Communications & Development

Management & Finance Expenses

Total Expenses

Long Term Endowment:

Endowment Account Balance / June30,2012

Net Gain on Investments

Transfers for Operations


Net Gain on Investments

Transfers for Operations


6,642,471

1,781,624

241,200

16,979

$ 8,682,274

(1,361,759)

(1,390,240)

$ 5,930,275

647, 880

$ 5,930,275

2,376,976

866,479

1,741,403

297,537

$ 5,282,395

$ 10,005,272

1,463,760

(1,047,000)

$ 10,422,032

1,715,605

(405,000)

$ 11,687,637

FINANCIAL SUMMARY July1,2013-June30,2014

Annual Fund

Anonymous (20)

Bill Aiken

Domina Coleman Alford

Mona Allday

Vicki Anderson

Shelley and Don Andrews

Suzy and Mike Anthony

Apison Elementary PTA

T. Maxfield and Sara Bahner

Danna Bailey in honor of Dr. Scott Farley

Rowena Belcher

Monique Berke

Mr. Wayne Edwards (Bill Hudson Agency)

Claire Binder

Joy Black

Anne and George Bright

Fletcher Bright

Judy and David Britain

Mr. and Mrs. Charlie Brock

Frank Kruesi Brock

Valerie Brown

Grady and Paula Burgner

Juan and Joanne Bustamante

Mr. and Mrs. Hardwick Caldwell, Jr.

Lakesha Carson

Jim and Rhonda Catanzaro

Dan Challener Family

Chitra Chandrasekaran

Chuck and Alice Chitty

Mr. Griffith X. Clarke

Amy and Jon Cohen

Herb and Sue Cohn

Mr. Herbert B. Cohn

Linda and Pete Cooper

Tina and Sam Currin

Gary and Anne Davis

Lloyd and Barbara Davis

Karen Day in honor of Jacquie Hauth

Art and Sally Dickerson

Roger and Pam Dickson

Charles Dietzen

Tom Dubose

Wally and Shannon Edmondson

DONORS Norma and Bruce Faerber

Jim Farmer

Sally Faulkner

Anetta Ferguson

Julie Fine

John and Judy Germ

Ranita Glenn

Saunya Goss

Leslie and Philip Graitcer

Dr. and Mrs. Michael S. Greer

Tom and Marion Griscom

Dorothy Hallman

Dr. Jane Harbaugh

Joyce Hardaway

Ron Harr

Shane Harwood

Jacqueline Hauth

Ellen Hays

Jim and Elaine Hill

Ruth S. Holmberg

Angie Hudson

Lisa Huskey

Phil Iannarone

Sandra Jerardi

Inga Johannesen

Jamelie Johns

Nancy Jolley in honor of Ruth Holmberg

Peggy P. Jones

Christie Jordan

Wendy Jung

Bruce Stewart and Andra Jurist

Reuben Justice

Ismahen Kangles

Bill and Susan Kennedy

Ann Kilcher

Carol Langston

Alan and Alison Lebovitz

Howard Levine

Mr. Thomas Cartter Lupton

Joseph Marston

Joni Martin

Allen and Alice McCallie in honor of Jack Murrah

Mr. and Mrs. Spencer J. McCallie, III

Brad McCormick

Justin McCulley

Toni and Jack McGauley

Richard and Pamela McKenney

Amy and Jon Medley

Kincaid and Allison Mills

Jennifer and Jay Mills

Mr. and Mrs. Olan Mills, II

Sharon Mills

Yolanda Mitchell

L. Thomas and Kristina M. Montague

Anne Barron and O.J. Morgan

Jack Murrah

Mark Neal

Janice Neal

Paul Neely

Dr. and Mrs. N.R. Nichols, III

Ruth and Fred Obear

Jeff Paulson

Christa and Bill Payne

Kathy Maria Petros

Faye Pharr

Helen Pregulman

Mr. Scott L. Probasco, Jr.

Mrs. W. Gregory Quick

Bethanie Reynolds

Karla Riddle

Susan and Jerry Robertson

Scott and Debbie Rosenow

Amber Rowell

Dr. and Mrs. B. Winfred Ruffner, Jr.

Lee Ann Samuels

Henry and Rachel Schulson

Virginia Anne Sharber in honor of Susan Rogers

Robert and Pris Siskin

Alice L. Smith

Debbie Smith

Sharon Smith

Mr. and Mrs. Alfred E. Smith, Jr.

Crystal Sorrells

Laura Sport

Jim Steffner

Vandana Taneja

Marie D. Thatcher

Gideon Thomas

The Honorable and Mrs. W. Neil Thomas, III

Matt Thurman

Tom and Nancy Tolar

Jean Trohanis in honor of Samantha Walker and Haley Brown

Dionne Upton

Dr. Nancy Van Prooyen

Brian and Tracy Vanderwerf

Edna Varner

Charlotte and John Vlasis

Lauren Wade

Michael and Amy Walden

Kirk and Patsi Walker

Jackie Walsh

The Reverend Ann G. Weeks

Dr. Sue Anne Wells

Gert and Zimmer White

Ruth and Johnny White

Justin Wilkins

Cissy Williams

Frank and Leonora Williamson

Kelly Willingham

Carrie Willmore

Spencer and Alissa Wittier

Ann and John Woody

Barbara Zellner

1.1 Technology Initiative

Benwood Foundation

Hamilton County Department of Education

College and Career

Anonymous

BlueCross BlueShield of Tennessee Community Trust

Hacker and Kitty Caldwell

Tina and Sam Currin


Robin Howe

Lester Johnson

National Association of College and Career Counselors

Southeast Tennessee Health Consortium

Southern Association of College and Career Counselors

Tennessee College Access and Success Network

DONORS Tennessee Higher Education Commission

Tina and Sam Currin

Wolftever Charitable Foundation

Zinch

Weldon F. Osborne Foundation, Inc.

Elementary School Support

Leonore Annenberg School Fund for Children, a project of the Annenberg Public Policy Center of the University of Pennsylvania

iPLC

Community Foundation of Greater Chattanooga

Leadership Pipeline

Benwood Foundation

GE Foundation

Warburg Pincus Foundation

CBL & Associates Management, Inc.

First Tennessee Foundation

McKee Foods

McKenzie Foundation

Regions Bank


Joseph H. Davenport, III

United Way of Greater Chattanooga

Unum

Middle School Coaches

Lyndhurst Foundation

Project Inspire Teacher Residency

Corporation for National and Community Service


National Science Foundation

Michel and Elizabeth Harrell

Tennessee Technological University

STEM Hub

BlueCross BlueShield of Tennessee

Chattanooga Business Machines

Chattanooga Chamber Foundation

Chattanooga Technology Council

engage 3D

Fisher Scientific


Jobs for the Future

National Science Foundation

Benwood Foundation

Unum

Rotary Charity Fund

Teacher Learning Expeditions

Fund for Teachers

Teacherpreneur Incubator

Benwood Foundation

Justin Junda

Brad McCormick

25th Luncheon Honorees

Robert J. “Bo” Sudderth, Jr.

Ruth S. Holmberg

James L. E. Hill

25th Luncheon Valedictorian Presenting Sponsor

Unum

25th Luncheon Salutatorian Sponsor

BlueCross BlueShield of Tennessee Community Trust

SunTrust Foundation

25th Luncheon Star Roll Sponsor

CapitalMark Bank & Trust

Miller & Martin PLLC

Anonymous

Chattanooga Times Free Press

25th Luncheon Honor Roll Sponsor

Henderson Hutcheson & McCullough, PLLC

Olan and Norma Mills

Patten and Patten, Inc.

Hacker & Kitty Caldwell

CWC Office Furnishings

TVA

Roger Dickson

Dr. Sue Anne Wells

Mace+Carmichael

Chambliss, Bahner & Stophel, P.C.

25th Luncheon Sponsor

Alice Smith

Dorothy Lee Grisham, Allstate Agent

Robert & Pris Siskin

Stacy Lightfoot

Mayor Andy Berke

UnifiEd

Benwood Foundation

Chattanooga Area Chamber of Commerce

Chattanooga City Council

McCormick & Co.

Urban League of Greater Chattanooga

Siskin Children’s Institute


United Way

Bradley/Cleveland PEF

The Enterprise Center

The University of Tennessee at Chattanooga

25th Luncheon Donors

Kate B. Adams in honor of Bo Sudderth

Jeannine Alday

Corinne Allen

Greg Bagby

Mike Ballard

Battle Academy PTA

Monique Berke

Bess T. Shepherd PTA

Patrick Bobo

Michael Brady

Kennisha Cann

Maggie Carrington

Chambliss Center for Children

Mary Jo Clark

Phil Claxton

CO.LAB

Todd and Heather Cockerham

Dr. Dean Cress

CWC Office Furniture

Megan Dearing

Marsha Drake

Marcia and David Eason

The Honorable Randy Fairbanks

Sherrie Ford

James M. Gallagher, Jr.

The Honorable Todd Gardenhire

Leah Gerbitz

Girls Inc. of Chattanooga

Cheri Grant

Meghan Greene

Lori Harrell

Rosemarie Hill

Donna Horn

Libra Jackson

Nancy Jolley

Gary Kuehn

Sarah Lane

Alison and Alan Lebovitz

Allan Ledford

Larry Lewis

Stacy Lightfoot

Bea Lurie

Lyndhurst Foundation

Sarah Malone

Stefanie Mansueto

Angie Markum

Tonia Martin

Brad McCormick

Sarah Morgan

George and Cindi Mullinix

Ryan Murphy

Charles and Brenda Neal

Brenda Neal

Margy Oemig

Miranda Perez

Gail Phillips

Sarah Powell

Aimee Randolph

Kate Skonberg

George Skonberg

Kevin Smith

Sarah Spencer

Dan Summerlin

Elaine Swafford

Elizabeth Tallman

Bridgette & Brian Thurman

Mical Traynor

The Honorable Sabrena Turner-Smedley

Kirk and Patsi Walker

The Honorable Bo Watson

Harriett Whitaker

Kim White

Ruth White

Jenny Whitener

Jamie Woodson

Kelly Zeliski

Board of Directors

PEF is guided by a volunteer board of directors who represent the corporate, higher education, foundation and civic communities of Chattanooga.

Board Members

Robert H. SiskinPresidentR. H. Siskin and Associates

Mary Jo ClarkVicePresident, Tennessee PTAExecutive Board, Hamilton County Council of PTAs

Michael CranfordPresidentBoys & Girls Club of Chattanooga, Inc.

Alan L. LebovitzSeniorVicePresident-AssetManagement CBL & Associates Properties, Inc.

Domina Coleman AlfordCommunityVolunteer

Kitty CaldwellCommunityVolunteer

Candy KruesiCommunityVolunteer

Ron HarrCommunityVolunteer

Richard P. McKenneyPresident, Unum Group

Dr. Sue Anne WellsOwnerMustang Leadership Partners, LLC

Senior Leadership Team

Dan D. ChallenerPresident

Suzy AnthonyChiefFinancialOfficer

Bill KennedyVicePresident,LeadingDirector, Principal Leadership Academy

Stacy LightfootVicePresidentCollege & Career Success

Christa PayneVicePresidentExternal Affairs

Keri RandolphVicePresident,LearningDirector, STEM Innovation Hub

Officers and Executive Committee

Jim HillChairCommunity Volunteer

John F. GermViceChairPresident/CEO, Campbell & Associates, Inc.

Roger DicksonSecretaryPartner, Miller & Martin

H. Grant Law, Jr.TreasurerCommunity Volunteer

Ruth S. HolmbergImmediatePastChairPublisher Emeritus, Chattanooga Times

Ellen HaysCommunityVolunteer

Dr. Jane W. HarbaughAssociateProvostforUndergraduate&SpecialPrograms(retired)University of Tennessee at Chattanooga

Empowering educators, for the good of students.

Together, we rise.

Learn how you can contribute at pefchattanooga.org

2014 report to investors

Documents