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annual report
2021-2022
dear millennium community,
This Annual Report is a compilation of our gratitude and a true testament to the power of
what we can do together! In this report, you will find a few program highlights along with financial
and philanthropic reporting for the 2021-22 school year. We would like to extend special thanks
to our incredibly talented group of faculty, staff, and Board Members, whose energy, passion,
and creativity were instrumental in having a successful school year.
Despite the continuing challenges faced by the pandemic, our incredible community continued
to demonstrate resilience, flexibility, and authentic support for one another. This enabled us to
provide our students with a high-quality whole-student education while sustaining our focus
on the emotional well-being of those we serve. Your steadfast partnership and generosity were a
much-needed vote of confidence for our mission to provide innovative developmental experiences.
This report highlights the impact of our community’s generosity. Together we delivered a powerful
academic and whole-self program, launched the development of a strategic plan, re-invented
our real-world experiential program, retained a talented group of faculty, continued our educator
professional development wellbeing programs, and graduated a talented and prepared group of
8th graders.
Thanks to your efforts, we were able to dedicate nearly $900,000 in financial assistance,
provide top salaries and benefits to ensure we could attract and retain the highest quality Guides,
deliver on our commitment to professional development, and strengthen our mindfulness and
social-emotional programs. In the end, we successfully completed our sixth year of operations.
We were camping again, celebrating our third class of graduates and reaching many educators
with our signature Forum program.
We are so grateful to all of the families, foundations, and local organizations that volunteered
to support Millennium School and Millennium Forum. The commitment is truly inspirational.
On behalf of the amazing students and educators in our extended community, the Board of Trustees,
and our colleagues… thank you.
JEFF SNIPES
BOARD CHAIR & FOUNDER
MILLENNIUM.ORG
ROBERTO D’ERIZANS
HEAD OF SCHOOL
MILLENNIUM SCHOOL
with appreciation,
2
Annual Fund
Parent Captains
Rene Casis
Jennifer Hayward
Christine Imrey
Helene Kocher
Paul Kocher
Amy Sezak
Alan Sezak
3
special thanks
to our 2021-22
volunteers
Admissions
Volunteers
Christie Lee Duffy
Angela Han
Melissa Trimble Luciano
Tracey Murnaghan
Amy Sezak
Yoko Tada
2021-22 Real-World
Program Volunteers
Sarah Behr
Simmin Holland
John Klopf
Marisa Mitchell
Jessica Pahler
Vanessa Silva
Duane Valz
Lisa Zander
since our inception, Millennium has sought to cultivate a diverse and
inclusive community, prioritizing family access to tuition assistance.
Amongst our peer group of San Francisco independent schools, we are
proud to commit the highest percentage of our operational budget to our
Flexible Tuition Program (21% in 2020-21). It is through the generous gifts
of families and local donors that we are able to deliver a robust academic
and real-world program, and we are immensely grateful to everyone who
contributed to the Annual Fund.
Millennium provided financial assistance to 29% of our families in 2021-22,
making our unique program more accessible in what we recognize is
already one of the country's most expensive cities. In past years, financial
assistance has reached as much as 50% of our students. Millennium strives
to be a school that represents the city of San Francisco found directly outside
our school's walls: a city of different races and ethnicities, gender identities,
socioeconomic positions, sexual orientations, cultures, religions, and
nationalities, to name a few. Our flexible tuition program, while not a solution
to the inequities that exist in our society, allows us to bridge the gap for
many families.
ASHLEY NICKELS
DIRECTOR OF ADMISSIONS
AND COMMUNICATIONS
4
flexible tuition
Our Guides are always learning, engaging in the same practices and
pursuit of goals we work to instill in our students. Thanks to the ongoing
support of our generous donors through the Annual Fund, our growth occurs
with a variety of facilitators in a myriad of ways.
Sometimes professional development takes place all together, applying
facilitated protocols to examine student work and assessment practices,
in immersive retreats, or through ongoing support from our mindfulness
consultant, Daniel Rechtschaffen. Regular collective experiences are built
into our weekly staff meetings. Time is set aside to align on our classroom
practices, refine our curriculum collaboratively, and review our personal
and professional goals.al
Other opportunities are highly individualized. Staff and guides alike are
supported through one-on-one coaching, attending conferences to deepen
their knowledge of subject-specific content or research-based best
practices, participating in transformative retreats, or becoming certified
in particular modalities. In 2022 alone, our faculty attended professional
development in order to build skills in providing coaching and feedback,
enhance their well-being, develop anti-racist STEM curricula, expand their
social-emotional learning (SEL), and advance their pedagogy. We are excited
and grateful for these opportunities, and the ability to carry our embodied
knowledge into our classrooms and school community.
STEPHANIE KINKEL
ACADEMIC ARCHITECT
5
teacher
professional
development
& retention
As we implement our strategic plan, we aim to anticipate the world our
students will inhabit as adults and to prepare them for it. At the very heart of
competency-based learning is empowering students to think critically and
engage with their world with facility. We know that what is most important to
learn will still be meaningful in 20 years.
Ask a young learner in our community, and they’ll tell you that they’ve
already begun to see the impacts of the Academic Architecture project.
From a set of transdisciplinary academic and whole-self skills to the
implementation of Toddle to link evidence to learning, students and staff
are shifting their lenses to see learning as the building of skills in a broader
context.
With the generous support of Annual Fund donations, the Academic
Architecture project will continue to articulate and refine our competencies.
By codifying the ‘Millennium Way’, we can clarify our instructional
approaches, and make these unique aspects of Millennium School more
broadly available to other educators. Moreover, as we work with guides,
students, and advisors to assess relevant transdisciplinary and whole-self
skills, we will build a better model for not only the students at Millennium but
students beyond our walls as well.
6
transdisciplinary
academic experience
STEPHANIE KINKEL
ACADEMIC ARCHITECT
social-emotional learning (SEL) is at the heart of our school. We work
intentionally each day to create a safe space where students are empowered
to understand and show up as their authentic selves. Our approach to
discipline embraces restorative justice, and preserves authentic relationships
at the center of our work. We know that prioritizing a student’s well-being
is essential in their ability to engage in enriching learning experiences.
Our alumni regularly report that they gained self-confidence and awareness,
resilience, mindfulness skills, and a love for authentic learning during their
time at Millennium.
To create this unique environment, our staff regularly develop curricula,
engage in professional development trainings, utilize the support of experts
to guide and measure our work, and include the feedback and direction of
our entire community in the design process. You see this not only in Forum
and advisory, mindfulness, and Councils, but also in everyday Quests and
our real-world program. All of this is possible through the generous support
of our Annual Fund.
KATE MORIARTY
DIRECTOR OF
STUDENT PROGRAMS
7
social emotional
learning
and mindfulness
In pursuit of our mission to share our techniques with others, Millennium
continued its experiment to provide Forum to 150+ Educators within SFUSD
and across the U.S. Forum Educators reported that being in practice with
each other throughout the year produced improvements in:
• Reduced Anxiety
• Supportive Professional Relationships
• Embodied SEL Skills
• Mindfulness Practice
• Overall Well-Being
Additionally, we piloted “Forum for Parents” with 24 parents at Millennium
School. Participants described the primary benefits of being in Forum with
other parents as:
“I learned to be an active listener… to slow down, and be present.”
“
I felt so authentically connected to a group of like-minded parents
as I navigate raising an adolescent in the world today.”
“
I got to directly experience what my kids are experiencing,
so we could use the same language and tools at home.”
“
I joined to learn what my kids were doing, but instead I developed
my own self-awareness and self-compassion.”
We are grateful for the generosity of the foundations and individuals enabling
us to provide whole-self development to educators and parents.
8
sharing forum
with others
JEFF SNIPES
BOARD CHAIR
Millennium graduates are prepared academically, socially, emotionally, and spiritually to go off to
a variety of high schools across the Bay Area. Many students were accepted to their top choices.
Students in the class of 2022 were accepted into the following schools:
Archbishop Riordan - Engineering Program*
Convent of the Sacred Heart High School*
Drew School*
Galileo Academy of Science and Technology*
Gateway High School
George Washington High School*
Hillsdale High School*
Immaculate Conception Academy
International High School
Jewish Community High School*
Lick-Wilmerding High School*
Lowell High School
Mission High School*
Sacred Heart Cathedral*
San Domenico*
San Francisco Girls School
San Francisco University High School
San Francisco Waldorf High School
The Bay School of San Francisco*
The Nueva School*
Urban School
*Denotes the schools where students matriculated in the 2022-23 school year.
9
high school placement
results 2021-22
10
2015
Millennium begins admissions
and inaugural Guides, Stephen
and Lindsay join the team
2014
Jeff Snipes and Chris Balme
begin their journey to
establish Millennium School
2016
Millennium School launches
at the SF Boys and Girls Club
with 24 students in August
2017
Millennium.Org launches
its Forum Program
in SFUSD schools
2018
Millennium expands and
moves to 245 Valencia Street
in January
2019
Millennium hires
Roberto D’Erizans as its
new Head of School
2020
Millennium enrolls 35
new 6th graders, growing the
student body to 95
2021
Millennium celebrates its
third graduating class and
reaches 108 enrollment
2022
Millennium emerges from the
height of the pandemic with a
full offering of real-world program
expeditions, international and
local trips, and apprenticeships.
2023
Millennium launches its new
Strategic Plan: “Re-Imagining
Whole-Self Education for the
Next Millennium”
Each year, the Board of Trustees carefully balances the fiscal and programmatic needs of the school and Forum
program, while attending to the mission and values of our organization.
Our operating budget reflects our priorities as a school, and we are proud to lead the way among Bay Area
schools in our commitment to socio-economic diversity through our flexible tuition program. As a young school
without an endowment, we depend on the generosity of our community for philanthropic support. This, along
with careful stewardship of our school’s finances, has placed us in a strong financial position.
Millennium Organization
85% Tuition $3,287,368
Total Expenses
$4,669,407
Total Revenue
$4,414,480
14% Fundraising $601,133
Annual Fund $297,005
Unrestricted Grants $221,150
Restricted Forum Grants $80,000
Other $2,978
1% Forum  Other Revenue $66,671
53% Faculty  Staff $2,486,607
17% Flexible Tuition $780,974
21% as a percentage of
collected tuition and fees
12% Educational Programs $565,044
9% Facilities $410,088
8% Administrative Expenses $374,580
1% Forum Program $52,414
92%
of Staff participate
in the Annual Fund
100%
of Board of Trustees
participate in
the Annual Fund
12
Number of Foundations
that support the growth
of Millennium
94%
of Families participate
in the Annual Fund
budget
highlights
GIVING BY
THE NUMBERS
11
FOUNDATIONS
FETZER INSTITUTE
THE PAUL AND HELENE KOCHER
CHARITABLE FUND
MEINIG FAMILY FOUNDATION
PEERY FOUNDATION
THE WALTHER FOUNDATION
RAY AND DAGMAR DOLBY FUND
LISA STONE PRITZKER FAMILY FOUNDATION
NYE FAMILY FOUNDATION
“ROOM TO BREATHE” FOUNDATION
INDIVIDUALS
Ronald Albucher
Teresa Ayala + Clemente Villegas
Howard + Johanna Becker
Sarah + Sean Behr
Lindsay Berk
Annika Bhasavanich
Neta Bikovsky
Kyle Borkowski
Divo + David Brevik
Renee Brown + Darrell Dillard
Angela Brown + Duane Valz
Amy Campbell + Todd Bennett
Tim Caraher + Jennifer Norman
Aya Carpio
Rene Casis + Jennifer Hayward
Becky Hui Chan + Hansen Chan
Kristen + Kevin Clarke
Celinda Colon
Erin Cooney + Ted Price
Loredana Crisan + Pablo Kang
Shona Curley + Dirk Delmon
Roberto d’Erizans
Leara + Dennis Deane
Gabriel + Kan Donohoe
Marinella Di Matteo + Ilya Druzhnikov
Christie + Nigel Duffy
Taryn Elliott
Colleen Erickson
Ayman+ Murielle Dumelie-Farahat
Alexandra + Samuel Fell
Camila Fernandez + Andrew Johnstone
Michael Fisher
Bev + Brett Fishman
Andrew Frishman
Anu + Paul Gardiner
Erin Gevertz
Alisa Gilden + Lisa Inman
Evelyn Goodfriend + Matthew Kennedy
Jeffrey + Eisa Gray
Angela Han + Nicolas Lee
Abigail Henderson
Simmin + Eric Holland
Susannah Howard + Malcolm Katz
Morgen Humes + Peter Cook
Amanda Hutton Parrott + Barry Hutton
Christine + Thomas Imrey
Leslie Kernisan + Monty Worth
Tiffany King
Stephanie Kinkel
Susannah Kirsch + John Kutz
12
donor
acknowledgements
Helene + Paul Kocher
Penny + Prem Kumta
YY Lee + Kate Goka
Lisa Marie Lewis-Lyman + John Lyman
Shinmin Li + Kiril Dobrovolsky
Maya Solo Lieberman + Boris Lieberman
Liske Family
Penny + David Loftesness
Naomi + Fernando Lopez
Conchita Lozano-Batista + Michael Stack
Melissa Trimble Luciano + Michael Luciano
Newton Martin
Evan Marwell
LaRae Mays-Hardy
Shawn McCoy
Asha Mehta + Manohar Raju
Kurt Menning + Keiko McKibben
Taylor Miles
Catherine Miller + Daniel Lieberman
Nicole Miller + Andrew Wrong
Marisa Mitchell + Drevet Hunt
Kate Moriarty
Julia Munck + Chahe Demian
Tracey Murnaghan + Roy Maroevich
Ashley Nickels
Paige Nittler + Tyler Thompson
Meagan and Daniel Nye
Danielle O’Hare + Federico Barbagli
Simon Olavarria
Susan OSullivan + Cormac Brick
Lora Pertle + Philip Constantinou
Stephanie Ponce
Jessica Pahler + Greg Simon
Cara Pellegrini + Bryan Greenhouse
Predrag Petkovic + Kimberly Barrio
Lisa Stone Pritzker
Lisa Rogovin + Josh Zander
Stacey Rubin + John Orami
Behnam Sarafpour + Niloufar Masheghan
Claudia Scharff + Timothy Dunn
Lauren Schwartz + Camillus Nash
Amy Sezak + Alan
Vanessa Silva + Marcus Shelby
Jeff Snipes and Family
Abril Solano
Ann + Douglas Spradlin
Corinne + Chris Tachiki
Makiko Tada + Seth Pfalzer
James Taylor + Daniela Sardiello
Laura Trott + Vincent Robinson
Marcos + Ilana Vasconcelos
Ana Vasquez + Carlos Miranda
Kathrine Voshell + Leo Klopf
Christina Wheeler + John McNulty
James Willcox
Heather Wilson + Mark Klein
Charles Wolfus + Yoko Takada
r
donor acknowledgements
13
donor
acknowledgements
14
Millennium School and Millennium Forum is made possible by the generous support
of our community.
There are various ways to give:
• Credit Card: Please visit millenniumschool.org/giving to make a donation.
• 
Check: Please make checks payable to Millennium School, at 245 Valencia Street,
San Francisco, CA 94103.
• Wire Transfer: Please contact Zachary Seagle at zseagle@millenniumschool.org.
• 
Donating Stocks, Mutual Funds / Securities: Please contact Zachary Seagle at
zseagle@millenniumschool.org to receive transfer information for stocks or securities.
• 
Matching Gifts: Many companies offer matching gift programs to employees and their
families, allowing individual gifts to be doubled, and sometimes tripled. All matching gifts
are credited directly to you. We encourage you to reach out to your Human Resources
department to determine if they offer a matching gift program.
• 
Planned Giving: Making a planned gift is a wonderful way to show your support and
appreciation for Millennium and its mission while accommodating your own personal,
financial, estate-planning, and philanthropic goals. With planning, you may actually increase
the size of your estate and/or reduce the tax burden on your heirs. Just as important,
you will know that you have made a meaningful contribution to student and educator
wellbeing. If you would like to make Millennium part of your estate planning, reach out to
Zachary Seagle at zseagle@millenniumschool.org.
14
ways
to give
15
mission
Millennium’s mission is to
design and disseminate
developmental-science-based
methods and models of
education that advance
human well-being.
245 Valencia Street
San Francisco, CA 94103

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2022 Annual Report

  • 2. dear millennium community, This Annual Report is a compilation of our gratitude and a true testament to the power of what we can do together! In this report, you will find a few program highlights along with financial and philanthropic reporting for the 2021-22 school year. We would like to extend special thanks to our incredibly talented group of faculty, staff, and Board Members, whose energy, passion, and creativity were instrumental in having a successful school year. Despite the continuing challenges faced by the pandemic, our incredible community continued to demonstrate resilience, flexibility, and authentic support for one another. This enabled us to provide our students with a high-quality whole-student education while sustaining our focus on the emotional well-being of those we serve. Your steadfast partnership and generosity were a much-needed vote of confidence for our mission to provide innovative developmental experiences. This report highlights the impact of our community’s generosity. Together we delivered a powerful academic and whole-self program, launched the development of a strategic plan, re-invented our real-world experiential program, retained a talented group of faculty, continued our educator professional development wellbeing programs, and graduated a talented and prepared group of 8th graders. Thanks to your efforts, we were able to dedicate nearly $900,000 in financial assistance, provide top salaries and benefits to ensure we could attract and retain the highest quality Guides, deliver on our commitment to professional development, and strengthen our mindfulness and social-emotional programs. In the end, we successfully completed our sixth year of operations. We were camping again, celebrating our third class of graduates and reaching many educators with our signature Forum program. We are so grateful to all of the families, foundations, and local organizations that volunteered to support Millennium School and Millennium Forum. The commitment is truly inspirational. On behalf of the amazing students and educators in our extended community, the Board of Trustees, and our colleagues… thank you. JEFF SNIPES BOARD CHAIR & FOUNDER MILLENNIUM.ORG ROBERTO D’ERIZANS HEAD OF SCHOOL MILLENNIUM SCHOOL with appreciation, 2
  • 3. Annual Fund Parent Captains Rene Casis Jennifer Hayward Christine Imrey Helene Kocher Paul Kocher Amy Sezak Alan Sezak 3 special thanks to our 2021-22 volunteers Admissions Volunteers Christie Lee Duffy Angela Han Melissa Trimble Luciano Tracey Murnaghan Amy Sezak Yoko Tada 2021-22 Real-World Program Volunteers Sarah Behr Simmin Holland John Klopf Marisa Mitchell Jessica Pahler Vanessa Silva Duane Valz Lisa Zander
  • 4. since our inception, Millennium has sought to cultivate a diverse and inclusive community, prioritizing family access to tuition assistance. Amongst our peer group of San Francisco independent schools, we are proud to commit the highest percentage of our operational budget to our Flexible Tuition Program (21% in 2020-21). It is through the generous gifts of families and local donors that we are able to deliver a robust academic and real-world program, and we are immensely grateful to everyone who contributed to the Annual Fund. Millennium provided financial assistance to 29% of our families in 2021-22, making our unique program more accessible in what we recognize is already one of the country's most expensive cities. In past years, financial assistance has reached as much as 50% of our students. Millennium strives to be a school that represents the city of San Francisco found directly outside our school's walls: a city of different races and ethnicities, gender identities, socioeconomic positions, sexual orientations, cultures, religions, and nationalities, to name a few. Our flexible tuition program, while not a solution to the inequities that exist in our society, allows us to bridge the gap for many families. ASHLEY NICKELS DIRECTOR OF ADMISSIONS AND COMMUNICATIONS 4 flexible tuition
  • 5. Our Guides are always learning, engaging in the same practices and pursuit of goals we work to instill in our students. Thanks to the ongoing support of our generous donors through the Annual Fund, our growth occurs with a variety of facilitators in a myriad of ways. Sometimes professional development takes place all together, applying facilitated protocols to examine student work and assessment practices, in immersive retreats, or through ongoing support from our mindfulness consultant, Daniel Rechtschaffen. Regular collective experiences are built into our weekly staff meetings. Time is set aside to align on our classroom practices, refine our curriculum collaboratively, and review our personal and professional goals.al Other opportunities are highly individualized. Staff and guides alike are supported through one-on-one coaching, attending conferences to deepen their knowledge of subject-specific content or research-based best practices, participating in transformative retreats, or becoming certified in particular modalities. In 2022 alone, our faculty attended professional development in order to build skills in providing coaching and feedback, enhance their well-being, develop anti-racist STEM curricula, expand their social-emotional learning (SEL), and advance their pedagogy. We are excited and grateful for these opportunities, and the ability to carry our embodied knowledge into our classrooms and school community. STEPHANIE KINKEL ACADEMIC ARCHITECT 5 teacher professional development & retention
  • 6. As we implement our strategic plan, we aim to anticipate the world our students will inhabit as adults and to prepare them for it. At the very heart of competency-based learning is empowering students to think critically and engage with their world with facility. We know that what is most important to learn will still be meaningful in 20 years. Ask a young learner in our community, and they’ll tell you that they’ve already begun to see the impacts of the Academic Architecture project. From a set of transdisciplinary academic and whole-self skills to the implementation of Toddle to link evidence to learning, students and staff are shifting their lenses to see learning as the building of skills in a broader context. With the generous support of Annual Fund donations, the Academic Architecture project will continue to articulate and refine our competencies. By codifying the ‘Millennium Way’, we can clarify our instructional approaches, and make these unique aspects of Millennium School more broadly available to other educators. Moreover, as we work with guides, students, and advisors to assess relevant transdisciplinary and whole-self skills, we will build a better model for not only the students at Millennium but students beyond our walls as well. 6 transdisciplinary academic experience STEPHANIE KINKEL ACADEMIC ARCHITECT
  • 7. social-emotional learning (SEL) is at the heart of our school. We work intentionally each day to create a safe space where students are empowered to understand and show up as their authentic selves. Our approach to discipline embraces restorative justice, and preserves authentic relationships at the center of our work. We know that prioritizing a student’s well-being is essential in their ability to engage in enriching learning experiences. Our alumni regularly report that they gained self-confidence and awareness, resilience, mindfulness skills, and a love for authentic learning during their time at Millennium. To create this unique environment, our staff regularly develop curricula, engage in professional development trainings, utilize the support of experts to guide and measure our work, and include the feedback and direction of our entire community in the design process. You see this not only in Forum and advisory, mindfulness, and Councils, but also in everyday Quests and our real-world program. All of this is possible through the generous support of our Annual Fund. KATE MORIARTY DIRECTOR OF STUDENT PROGRAMS 7 social emotional learning and mindfulness
  • 8. In pursuit of our mission to share our techniques with others, Millennium continued its experiment to provide Forum to 150+ Educators within SFUSD and across the U.S. Forum Educators reported that being in practice with each other throughout the year produced improvements in: • Reduced Anxiety • Supportive Professional Relationships • Embodied SEL Skills • Mindfulness Practice • Overall Well-Being Additionally, we piloted “Forum for Parents” with 24 parents at Millennium School. Participants described the primary benefits of being in Forum with other parents as: “I learned to be an active listener… to slow down, and be present.” “ I felt so authentically connected to a group of like-minded parents as I navigate raising an adolescent in the world today.” “ I got to directly experience what my kids are experiencing, so we could use the same language and tools at home.” “ I joined to learn what my kids were doing, but instead I developed my own self-awareness and self-compassion.” We are grateful for the generosity of the foundations and individuals enabling us to provide whole-self development to educators and parents. 8 sharing forum with others JEFF SNIPES BOARD CHAIR
  • 9. Millennium graduates are prepared academically, socially, emotionally, and spiritually to go off to a variety of high schools across the Bay Area. Many students were accepted to their top choices. Students in the class of 2022 were accepted into the following schools: Archbishop Riordan - Engineering Program* Convent of the Sacred Heart High School* Drew School* Galileo Academy of Science and Technology* Gateway High School George Washington High School* Hillsdale High School* Immaculate Conception Academy International High School Jewish Community High School* Lick-Wilmerding High School* Lowell High School Mission High School* Sacred Heart Cathedral* San Domenico* San Francisco Girls School San Francisco University High School San Francisco Waldorf High School The Bay School of San Francisco* The Nueva School* Urban School *Denotes the schools where students matriculated in the 2022-23 school year. 9 high school placement results 2021-22
  • 10. 10 2015 Millennium begins admissions and inaugural Guides, Stephen and Lindsay join the team 2014 Jeff Snipes and Chris Balme begin their journey to establish Millennium School 2016 Millennium School launches at the SF Boys and Girls Club with 24 students in August 2017 Millennium.Org launches its Forum Program in SFUSD schools 2018 Millennium expands and moves to 245 Valencia Street in January 2019 Millennium hires Roberto D’Erizans as its new Head of School 2020 Millennium enrolls 35 new 6th graders, growing the student body to 95 2021 Millennium celebrates its third graduating class and reaches 108 enrollment 2022 Millennium emerges from the height of the pandemic with a full offering of real-world program expeditions, international and local trips, and apprenticeships. 2023 Millennium launches its new Strategic Plan: “Re-Imagining Whole-Self Education for the Next Millennium”
  • 11. Each year, the Board of Trustees carefully balances the fiscal and programmatic needs of the school and Forum program, while attending to the mission and values of our organization. Our operating budget reflects our priorities as a school, and we are proud to lead the way among Bay Area schools in our commitment to socio-economic diversity through our flexible tuition program. As a young school without an endowment, we depend on the generosity of our community for philanthropic support. This, along with careful stewardship of our school’s finances, has placed us in a strong financial position. Millennium Organization 85% Tuition $3,287,368 Total Expenses $4,669,407 Total Revenue $4,414,480 14% Fundraising $601,133 Annual Fund $297,005 Unrestricted Grants $221,150 Restricted Forum Grants $80,000 Other $2,978 1% Forum Other Revenue $66,671 53% Faculty Staff $2,486,607 17% Flexible Tuition $780,974 21% as a percentage of collected tuition and fees 12% Educational Programs $565,044 9% Facilities $410,088 8% Administrative Expenses $374,580 1% Forum Program $52,414 92% of Staff participate in the Annual Fund 100% of Board of Trustees participate in the Annual Fund 12 Number of Foundations that support the growth of Millennium 94% of Families participate in the Annual Fund budget highlights GIVING BY THE NUMBERS 11
  • 12. FOUNDATIONS FETZER INSTITUTE THE PAUL AND HELENE KOCHER CHARITABLE FUND MEINIG FAMILY FOUNDATION PEERY FOUNDATION THE WALTHER FOUNDATION RAY AND DAGMAR DOLBY FUND LISA STONE PRITZKER FAMILY FOUNDATION NYE FAMILY FOUNDATION “ROOM TO BREATHE” FOUNDATION INDIVIDUALS Ronald Albucher Teresa Ayala + Clemente Villegas Howard + Johanna Becker Sarah + Sean Behr Lindsay Berk Annika Bhasavanich Neta Bikovsky Kyle Borkowski Divo + David Brevik Renee Brown + Darrell Dillard Angela Brown + Duane Valz Amy Campbell + Todd Bennett Tim Caraher + Jennifer Norman Aya Carpio Rene Casis + Jennifer Hayward Becky Hui Chan + Hansen Chan Kristen + Kevin Clarke Celinda Colon Erin Cooney + Ted Price Loredana Crisan + Pablo Kang Shona Curley + Dirk Delmon Roberto d’Erizans Leara + Dennis Deane Gabriel + Kan Donohoe Marinella Di Matteo + Ilya Druzhnikov Christie + Nigel Duffy Taryn Elliott Colleen Erickson Ayman+ Murielle Dumelie-Farahat Alexandra + Samuel Fell Camila Fernandez + Andrew Johnstone Michael Fisher Bev + Brett Fishman Andrew Frishman Anu + Paul Gardiner Erin Gevertz Alisa Gilden + Lisa Inman Evelyn Goodfriend + Matthew Kennedy Jeffrey + Eisa Gray Angela Han + Nicolas Lee Abigail Henderson Simmin + Eric Holland Susannah Howard + Malcolm Katz Morgen Humes + Peter Cook Amanda Hutton Parrott + Barry Hutton Christine + Thomas Imrey Leslie Kernisan + Monty Worth Tiffany King Stephanie Kinkel Susannah Kirsch + John Kutz 12 donor acknowledgements
  • 13. Helene + Paul Kocher Penny + Prem Kumta YY Lee + Kate Goka Lisa Marie Lewis-Lyman + John Lyman Shinmin Li + Kiril Dobrovolsky Maya Solo Lieberman + Boris Lieberman Liske Family Penny + David Loftesness Naomi + Fernando Lopez Conchita Lozano-Batista + Michael Stack Melissa Trimble Luciano + Michael Luciano Newton Martin Evan Marwell LaRae Mays-Hardy Shawn McCoy Asha Mehta + Manohar Raju Kurt Menning + Keiko McKibben Taylor Miles Catherine Miller + Daniel Lieberman Nicole Miller + Andrew Wrong Marisa Mitchell + Drevet Hunt Kate Moriarty Julia Munck + Chahe Demian Tracey Murnaghan + Roy Maroevich Ashley Nickels Paige Nittler + Tyler Thompson Meagan and Daniel Nye Danielle O’Hare + Federico Barbagli Simon Olavarria Susan OSullivan + Cormac Brick Lora Pertle + Philip Constantinou Stephanie Ponce Jessica Pahler + Greg Simon Cara Pellegrini + Bryan Greenhouse Predrag Petkovic + Kimberly Barrio Lisa Stone Pritzker Lisa Rogovin + Josh Zander Stacey Rubin + John Orami Behnam Sarafpour + Niloufar Masheghan Claudia Scharff + Timothy Dunn Lauren Schwartz + Camillus Nash Amy Sezak + Alan Vanessa Silva + Marcus Shelby Jeff Snipes and Family Abril Solano Ann + Douglas Spradlin Corinne + Chris Tachiki Makiko Tada + Seth Pfalzer James Taylor + Daniela Sardiello Laura Trott + Vincent Robinson Marcos + Ilana Vasconcelos Ana Vasquez + Carlos Miranda Kathrine Voshell + Leo Klopf Christina Wheeler + John McNulty James Willcox Heather Wilson + Mark Klein Charles Wolfus + Yoko Takada r donor acknowledgements 13 donor acknowledgements
  • 14. 14 Millennium School and Millennium Forum is made possible by the generous support of our community. There are various ways to give: • Credit Card: Please visit millenniumschool.org/giving to make a donation. • Check: Please make checks payable to Millennium School, at 245 Valencia Street, San Francisco, CA 94103. • Wire Transfer: Please contact Zachary Seagle at zseagle@millenniumschool.org. • Donating Stocks, Mutual Funds / Securities: Please contact Zachary Seagle at zseagle@millenniumschool.org to receive transfer information for stocks or securities. • Matching Gifts: Many companies offer matching gift programs to employees and their families, allowing individual gifts to be doubled, and sometimes tripled. All matching gifts are credited directly to you. We encourage you to reach out to your Human Resources department to determine if they offer a matching gift program. • Planned Giving: Making a planned gift is a wonderful way to show your support and appreciation for Millennium and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to student and educator wellbeing. If you would like to make Millennium part of your estate planning, reach out to Zachary Seagle at zseagle@millenniumschool.org. 14 ways to give
  • 15. 15 mission Millennium’s mission is to design and disseminate developmental-science-based methods and models of education that advance human well-being. 245 Valencia Street San Francisco, CA 94103