NEF Annual Report 2016 Annual Report.pdfDr. Simran Jeet Singh Activist /Scholar /Sikh ‘02. 2016 Pillars of Character, pictured left to right: Pillar of Respect Dr. Simran Jeet Singh,

2016 ANNUAL REPORT*Fiscal Year June 2015 to May 2016

The 2015-2016 �scal year was NEF’s best to date. Aligning itself with NISD’s theme, “Northside Proud”, the Founda-tion was able to proudly carry on its mission to support NISD students, faculty and staff and strengthen its positive impact across the District.

Here are some successes I’m proud of, and I attribute these to our invaluable donors, volunteers, and extensive community of NISD supporters:

• NEF was ranked in the Top 50 education foundations in the U.S., #1 in Bexar County, by Dewey & Associates• NEF implemented its most successful fundraisers to date, generating almost $100,000 more net income than

the previous �scal year• NEF was a named a �nalist for a Texas Education Foundation Network Outstanding Achievement Award in

fundraising and received $1,000• NEF awarded almost $400,000 in grants to NISD staff• NEF had a presence at more major NISD events: Holmes HS Career & Technology Education Showcase; 20th

Annual NISD Texas Solar Car Races; Partner of the Year Awards; ArtFest and Tech Expo; and Together We Sing

These successes have transitioned the Foundation well into the 2016-2017 year. NEF’s superhero theme this year, “Be a Hero for NISD”, is very �tting and well aligned with the District’s “Northside Strong” theme.

NISD continues to grow by leaps and bounds and now has almost 107,000 students enrolled. Like the iconic superheroes we look up to, NEF strives to be a hero for Northside. To keep up with the increased demand for resources and to improve community engagement, the Foundation continues to align its strategic planning with the District and implement purposeful innovations and ef�ciencies.

On behalf of the NEF Board of Directors, I hope all of our donors, partners and volunteers will join us in continuing to serve NISD’s everyday superheroes – teachers, administrators, counselors, custodians, and so on. I know that together we can better prepare Northside students, tomorrow’s superheroes.

Thank you for the honor to serve.

Cathy Naiser,The Cathy Naiser Group, Keller Williams

Letter from the President

Year at a glance

Cathy NaiserPresident

NEF Board of Directors

Year at a glance continued

Executive CommitteeCathy Naiser, PresidentTomas Larralde, President-Elect Wade Cleary, Past-PresidentJeff Bourgeois, SecretaryVaughn Bomberger, TreasurerJerry Lammers, VP-AdministrationArt Reyna, VP-DevelopmentDave Gannon, VP-ProgramsAmanda Raba-Gentis, VP-Communications

Directors and Terms

Ed Rawlinson, Director EmeritusJohn M. Folks, Ed.D., Director Emeritus

Retired Dec. 2016

Leticia Estrada, Jefferson BankRick McLaughlin, Mathnasium Priscilla Sanchez-Hurt, The Moonstruck Foundation Maggie Seay, Emerald Fox Marketing

Renews (end of) Dec. 2016

Wade Cleary, Cleary Zimmermann Engineers Frank Humada, Jr., Wortham, LLCJerry Lammers, Alamo Architects Billy Laque, Horace Mann

New DirectorsChris Bowe, CHRISTUS Santa Rosa Hospital-Westover HillsCassy Brandenburgh, Jefferson BankDon Jones, Firstmark Credit Union

Renews (end of) Dec. 2017

Vaughn Bomberger, Garza Bomberger ArchitectsRobb Decker, Walsh, Anderson, Gallegos, Green & Trevino, P.C.Matthew Foxhall, AXAKathy Hill, KHill PR Monty Howard, Marmon Mok ArchitectsMerry Raba, Raba KistnerAmanda Raba-Gentis, ARG PhotographsArt Reyna, Art Reyna & Associates

Education Advisory Committee Brian T. Woods, Ed.D. Superintendent Gerald B. Lopez NISD Trustee* Principal, Robert Harris Harlan High School** Principal, Chuck Baldridge Stevenson Middle School** Principal, Angela Fry Lewis Elementary School**

* Elected by NISD Board of Trustees** Appointed annually by Superintendent

Dr. Todd GureckisScientist /Teacher/Outdoorsman ‘97

How to become a NEF Board member: a. Contribute to Board diversity (ethnicity,

sex, race, profession, high school, and college attended).

b. Develop contacts with an extensive network of people interested in preserving quality public education in NISD.

c. Donate time, energy, expertise, and treasure. No fees required to join.

d. Volunteer on committees as a Friend of the Foundation prior to serving on the Board.

e. Board members are not required to live in NISD or have children in NISD.

What is expected of NEF Board members: a. Don’t miss more than three meetings

in a row. b. Serve three-year term. c. Attend six meetings annually. d. Serve on a minimum of one committee

at all times during service. e. Grow endowment annually.

Fairnessequitable, open, reasonable

Designated Funds to Bene�cial Programs in 2015-16**Fiscal Year June 2015 to May 2016 (43 Designated Funds)

AXA Advisors Staff Development $5,500AXA Advisors – E. Persyn $2,000Business Careers High School – Scholarships $128,778Business Careers High School & Finance Academy $500Catherine Young Memorial Scholarship $4,055City Councilman Cris Medina Scholarship $3,000City Councilman Ray Lopez Scholarship $9,500City Councilman Ron Nirenberg Scholarship $2,500Covington’s Promise $1,200Education Excellence Fund - Dr. John Folks $4,066Fernandez Family Fund $525Fred Dyas Memorial Fund for Thornton ES $2,183Friends of Northside School Libraries Fund (FONL) $27,484Gordan Bade Memorial Scholarship Fund $2,170GT iGnite Fund – Gifted & Talented Parents Assn. $3,866Humada Benevolence Fund for Students $2,500Humada Scholarships $3,000Jack C. Jordan PTA Penny Drive $11,219Jay Science & Engineering Academy $394Jayci’s Wreath for Heroes/Charlie Moore Memorial Fund $2,659Jimmy Wayne Davenport Baseball Scholarship $465 law abiding, judicious, responsive

Joe & Bettie Ward Fund $1,456Joe Becker Memorial Scholarship $1,000Kronkosky Foundation – Precious Minds, New Connections $118,142Las Palapas – Scholarship $5,000Learning Tree Fund $1,200Mark Fluitt Memorial Scholarship $5,550McAndrew/Powell Scholarship $1,191McAndrew/Shields Scholarship $1,191Melva Matkin Esparza ES PTA $500Naiser Grant $3,900NISD School Museum Association $21,387NISD Northside Leadership Academy $274Picciuti Award $4,000PREP – Rawlinson MS $300Raba Family Fund $697Randolph Brooks Federal Credit Union $975Solar Car Races & Middle School Science Bowl $25,092SPC Dane R. Balcon Memorial Scholarship $950Tim Traynor Memorial for Science $395Winn Murnin Scholarship for Murnin ES $22,879William Fiedler Memorial Fund $315Xavier Michael Cardenas Memorial Fund $1,500

Total $435,458

‘90Laura Silva NietoCommunity Champion /Diversity Advocate /Marathoner

Respectcourteous, intuitive, unbiased

Dr. Simran Jeet Singh‘02Activist /Scholar/Sikh

2016 Pillars of Character, pictured left to right: Pillar of Respect Dr. Simran Jeet Singh, professor; Pillar of Responsibility James “Drake” McLean, business owner; Pillar of Caring Kara Wilson, non-pro�t founder; Pillar of Trustworthiness Lori Castro, sound/ recording engineer; Pillar of Citizenship Laura Silva Nieto, community champion; and Pillar of Fairness Dr. Todd Gureckis, scientist.

NEF Fundraisers *4,845 NISD employee donors

2015 2016 Gala $212,872 $230,000Employee Pledge Drive $140,533 $180,623*5K Run/Walk $32,231 $52,890Six Flags & SeaWorld Tickets $17,188 $25,773Golf Tourney $47,400 $59,047Sporting Clay Shooting Tourney $19,787 $25,505 Total $470,011 $573,838

NEF at a Glance 2015 2016Raised $1.2M $1.2M Assets $4.40M $4.44MAwarded $1M $1M

60%

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In 2016, the NEF assets, managed by Michael Clark, Aspect Wealth Management, totaled $3.62M.

*required by policy

Where Donations What NEF Donations

Technical Expertise Provided to NEF

6632 Bandera Rd., Bldg. A,San Antonio, TX 78238210-397-8599, Fax 210-706-8846www.nisd.net/nef501c-3 #74-2591569

Service Personnel of Record:

Attorney - Glen Yale, Glen Yale Law Firm

Auditor & Tax Preparer - Joe Hernandez, Akin Doherty Klein & Feuge

Financial Advisor - Michael Clark, Aspect Wealth Management

Banker – Cassy Brandenburgh, Jefferson Bank

Julie N. Varnedoe, Randolph Brooks Federal Credit Union, Bandera Pointe

NISD Partnerships Staff- Cassandra Miranda, Norma Rabago, Krysten Casias, Patricia Moreno, Capri Berain

NISD Special Revenue Dept.

NISD Communications Dept.

NISD Grants & Recognition Dept.

NEF funds also include Memorials, Honoraria, Bequests, and Grants from other Foundations.Each year, parents, business partners, grandparents, community service organiza-tions, individuals, and groups of all types choose public school excellence to be the focus of their charitable contributions. NEF often receives memorial and honorarium gifts, bequests*, and other legacy-giving to acknowledge a loved one, colleague, or signi�cant event.

2015-16 Memorials include:(June 2015 – May 2016)Caroline Wernli in memory of Charles Harms, John Dubose, David Doyle, Milton Rhodes, Christela Rodriguez Chapa; Michele Hunt in memory of her husband William Hunt; Jack & Ann Jordan in memory of Mary Lou Fisher & Harvey Marmon; Elementary Alpha Family in memory of Algie Oralee Nichols Moore; Northside Elementary Principals in memory of Ronald C. Smith; Dave Gannon in memory of Ronald C. Smith; Health Careers HS Science Dept. & Laura L. Kilgore in memory of William Fiedler; GT Alpha Teachers in memory of Sharon Phitts; NEF Board Members & Staff in memory of Georgia L. Maltese Naiser; GT Teachers in memory of Sharon Phipps.

2015-16 Honorariums include:(June 2015 – May 2016)Robert E. Dynes, Jr. in honor of Jack C. Jordan; Jack C. Jordan in honor of his wife Ann Jordan on her birthday; Lorraine Trawick in honor Academic Tech Coaches; Joni Raba in honor of Carl F. Raba on his birthday and Christmas holiday; Winn Murnin in honor of Ike Clinton; Kim Stewart & Courtney Mayer in honor of Yvonne Avina; Peggy Carnahan in honor of Mildred Mosley & David Wise. compassionate, empathetic, unselfish

‘03Kara WilsonRelational /Passionate/Advocate

Lori Castro‘04Sound /Recording Engineer

trustworthinesshonest, loyal, credible

NEF Designated Funds and GrantsReminding staff members they do not have to be teachers to apply forgrants, NEF solicits funds from all types of NISD employees during its AnnualEmployee Pledge Drive and, in turn, opens funding options to programssuch as Adult and Community Education, and NISD departments likeTransportation and Maintenance.

Grants are read and scored by a committee of NEF Board members, NISD staff, and volunteers. Training for how to apply for and win an NEF grant is provided in-person, one-on-one, and in webinars produced by the NISD Grants and Recognitions Departments under the leadership of Director Sharon Sanchez.

In addition, NISD is able to use NEF’s tax-exempt status to apply for other grants that are not open to public school districts without NEF’s 501 c-3 authority. Most signi�cant of these is the Kronkosky Grant, which has been awarded annually the past 16 years. The grant funds Precious Minds, New Connections, a parenting education program for caregivers of children under 4 years old who will attend NISD schools.

Designated or restricted donations to NEF are designed to be exclusivelydonor-driven. In each, IRS rules limit the use of funds to the speci�c goals ofthe donor. The Foundation has 43 designated funds. Unlike other foundationsthat manage tax-exempt gifts, NEF does not charge an administration fee forhandling restricted funds and applies interest earned to funds of $10,000 ormore commensurate with the NEF endowment’s performance.

2013 – 2018 Strategic Plan Priority Goals:

I. Community Engagement Effectively promote awareness of NEF and NISD activities through participatory stakeholder communications and engagement among students, parents, alumni, and the business community to strengthen and diversify advocacy and programs.

II. Maximize Benefits to StudentsProvide for innovative programs for Northside students, faculty, and staff above and beyond the provisions of the regular NISD budget by funding eligible grants competitively (increasing the percentage of grants funded each year) and developing a plan to sustain successful programs.

III. Invest WiselyContinue to maintain fiscal stability and endowment growth aligned with the ever-changing needs of the District.

IV. Donor Diversification Provide a wide array of options for donors who choose to support education, with the goal of increasing the amount of funds as well as the number of donors.

V. Board Leadership and DevelopmentRecruit and retain diverse Board of Directors members who represent the NISD community that can volunteer time, energy, expertise, and financial support, as well as aid in developing successors, to advance NEF’s goals.

diligent, conscientious, stalwart

‘82James "Drake" McLeanFamily Business Owner/Experience Enthusiast

Thank You 2016 Generous Donors!

The Northside Education Foundation’s Board of Directors and the students of Northside ISD extend their gratitude for NEF gifts to the following donors** for 2016 who are listed below.

**Does not include 4,845 participants in the 2015-16 Employee Pledge Drive who gave $180,623, and 3,851participants in the United Way Combined School District Charitable Campaign who gave $196,578.

Donors June 2015 – May 2016

Academic Partnerships, LLC

Academy Mortgage Corp.Acme BrickAlamo Area Chapter of the

Air & Waste Mgnt. Assoc.Alamo CollegesAlamo Colleges Foundation,

Inc.Alamo Mobility, Inc.

Alamo Travel GroupAloha Mind MathAlpha Insulation &

Waterproo�ng, Inc.Alterman Inc.Amazon Services, LLCAmy K. CliftonAndy Mireles FoundationAnn & Edward WoodsAppreciation FinancialArias & AssociatesArias Geoprofessionals

AT&TAXA - Emily PersynAXA - Employee

Matching FoundationAXA - Gregory TreadwayAXA - Matt FoxhallBarnes & NoblesBartlett Cocke General

ContractorsBeldon Roo�ngBernal MS PTABilly LaqueBob Lewis ES PTABooz Allen HamiltonBraun Station ES PTABrian StoutBroadway BankBurke ES PTABury + PartnersCalvin BuchholtzCapital GroupCarl RabaDr. Carla SizerDr. Carol HarleCarol Red�eld

Caroline MullinsDr. Caroline WernliCarr HornbuckleCathy NaiserCatto & Catto, LLPCDS Muery ServicesCFZ GroupCharles AndersonCheryl BoldtChrane Food ServiceChristopher BocageChristus Santa RosaCity of San AntonioCivil Design Services, Inc.Civil Engineering

ConsultantsClaire ManningCleary ZimmermanCol. James H. ScottCombs Consulting GroupConvergint TechnologiesCosper and Associates,

Inc.Crown TrophyCude Engineers

Dallas County SchoolsDave GannonDavid PostDavid SosaDBRDennis AlexanderDiane FluittDiversey, Inc.Dixie Starnes Wenger

FoundationDNR - Ryan NannyDonald G. Nield, D.M.D.,

P.A.Dr. Carol B. WestermeierEC Bandera, LLCEd RawlinsonEdward Jones InvestmentsEilan Hotel Resort & SpaElizabeth B. BurksElizabeth Okafo PennErica TahteScholar, LLCeSped.comExelon Generations

Company, LLC

F.A. NunnellyFamily Service Association

of San Antonio, Inc.FAST FRAMEFirst InvestorsFirstmark Credit UnionFirstSouthwest CompanyFrank C. ZieglarFrank HumadaFrank P. MorseFranklin CoveyFugro ConsultantGary MarriottGarza ArchitectsGarza/Bomberger &

AssociatesGastroenterology

Consultants of San Antonio, P.A.

Gerald Brian Lopez Campaign Fund

GirlstartGold Financial ServicesGold's GymGrand Canyon University

Grey Forest UtilitiesGT ProgramGT TeachersGuido BrothersGwendolyn BoudreauHatchett ES PTAHEB Grocery Company LPHigh School Achievement /

JostensHilltop SecuritiesHMG AssociatesHollon + Cannon Group, LLCHoughton Mif�inHouse San Antonio Real

Estate, LLCHuebner ChiropracticIES Commercial, Inc.IH 10 Bowl, Inc.Intech Southwest Svs.International Mechanical

ServicesJ. Alfredo & Beth DuarteJack & Ann JordanIE ServicesJavier Leal

Jefferson BankJim Martin Engineer, PLLCJoeris General ContractorsJoe's Family Kettle KornJohn CasstevensJohn Jay HS Orchestra

GuildJohn Jay Mustang Band

BoostersJohn Marshall High School

Athletic Booster ClubJoni RabaJorge AlvarezJoseph IrizarryJoseph PearceJostens High School

AchievementsJulie M. BartlettJustin R. RodriguezKarate AcademyKaren FreemanKatherine PhillipsKathy HillKendra Scott, LLCKHill PR

Kim StewartKronkosky Charitable

FoundationKuentz ES PTAKurz & Co.Langley & BanackLas Palapas Enterprises,

Inc.Laura L. KilgoreLaurel Ridge Treatment

CenterLawrence G. RomoLeisure Entertainment

Corp. (Laser Quest)LenSecLeslie MatiacioLife TouchLil' Peas & Sprouts

Learning Center, LLCLinda BullardLinda WestonLinebarger Goggan Blair &

Sampson, LLPLorraine TrawickLorri R. Holtcutler

Lowell TackerLPA Inc.Luby'sLynn H. RiddickMain Event EntertainmentMander AutomotiveMarCom GroupMarcy MeffertMaria EtterMark FreatmanMarksmen General

ContractorsMarmon MokMarshall ChoirMassengale Armature

Works, Inc.McCombs FoundationMcGriff, Seibels &

Williams, Inc.Melissa MierasMelva MatkinMerry RabaMethodist Healthcare

SystemMethodist Heathcare

MinistriesMichael B. FernandezMichele HuntM'Lissa ChumbleyMonica FernandezMoy Tarin Ramirez Civil

EngineeringMS2 Consulting

EngineersMunoz & CompanyNational Tenant NetworkNCS PearsonNextgen ArchitectsNISD Curriculum

Instruction StaffNISD Elementary ALPHA

FamilyNISD GT ALPHA

TeachersNoonan Rittimann

Architects, LLCNorthside Assoc. of TX

Pro. Educ.Northside ISD

Elementary Principals

Norton Rose Fulbright US, LLP

Oak Farms DairyO'Connell RobertsonOSI VisionPADGETT STRATEMANNPatrick TeicherPearsonPeggy CarnahanPepsiCoPersyn EngineeringP�uger AssociatesPriscilla HurtRaba-Kistner ConsultantsRaising Cane'sRandolph HolfordRandolph-Brooks Federal

Credit UnionRaul & Sylvia FernandezRayburn MS Orchestra

Booster ClubRaymond JamesRB FinancialRethink Autism, Inc.Rhodes ES PTA

Ricardo VillasenorRicohRio DentalRita R. BurnsideRobert CovingtonRobert LeBlancRobin BoldtRostam M. KavoussiR-S-C-R, Inc.RVK ArchitectsSan Antonio Area

FoundationSan Antonio SpursSara McAndrewScience Dept. at Health

Careers HSScobee ES PTASecurity Service FCUSergio Chico Rodriguez

Campaign AccountSharon A. AguillenSharon ChumleyShelly MartinShiverz Snow Cone

Silicon Valley Community Foundation

Silver & BlackSkateland WestSMSGT T. Johnson (RET)STC Environmental

Services, Inc.Stifel NicolausSTI-GCStone Oak LivingSul Ross Middle SchoolTami Grif�nTCG Group Holdings, LLPTero Technologies, Inc.TerraconTexas Fleet FuelTexas Pioneer FoundationTexas School for the DeafThe Ascend Group, Inc.The Lion's DenThe Stuart Charitable

FoundationThe USAA Foundation, Inc.The William and Harriet

Gould Foundation

TLC Engineering for Architecture

Toyota Motor Manufacturing, Texas

United Way of San Antonio and Bexar County

V. H. McNutt Memorial Foundation, Inc.

Valero Energy FoundationVictoria Air Condition Ltd.VW Counseling and

Performance Coaching, LLC

Wallis EngineeringWalsh Gallegos Trevino

Russo & Kyle PCWarren Warrior Band

Booster Inc.Wells FargoWells Fargo Community

Support CampaignWells Fargo FoundationWells Fargo Matching Gifts

ProgramWendi Harrelson

Wesley ScottWilhelmina CromartieWilliam Blair & Company

FoundationWilliam CassellWilliam TierneyWinn MurninWortham Insurance & Risk

ManagementZchicel M. Trevino

















Company, LLC
































FamilyNISD GT ALPHA

















Gould Foundation































Company, LLC
































FamilyNISD GT ALPHA













Make a Decision Today to Create a Better Tomorrow

Create a better tomorrow by including the Northside Education Foundation in your will today. Consider a planned gift to the Foundation and help continue our work in the future. Your gift will help prepare our next generation of leaders, thinkers and doers and inspire answers to tomorrow’s biggest challenges. Call 210-397-8599 for more information.





Gould Foundation















Documents

NEF Annual Report 2016 Annual Report.pdfDr. Simran Jeet Singh Activist /Scholar /Sikh ‘02. 2016 Pillars of Character, pictured left to right: Pillar of Respect Dr. Simran Jeet Singh,