2014 Annual Report

SAINT HILARY CATHOLIC COMMUNITY

PASTORAL AND FINANCIAL REPORTS

For the years ended June 30, 2012, 2013 and 2014

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Table of Contents

Page

Letter from the Pastor 3

Church Financial Report 4

Church Narrative 5

Special Collections and Other Donations 6

Stewardship 7

Letter from the Principal 8

Our Community 9

School Financial Report 10

School Narrative 11

Parish/School Staff and Leadership 12-13

Parish Statistical Information 14

Parish Ministries 15

Cover photo — Mosaic Cross made by Dr. Richard Mani

Publication Date: November 2014

Our “Secret Garden” was renamed in

honor of the Biasotti family, who have

done so much for our community over

the years. Pictured is our former

Admissions Director for Saint

Hilary School, Carolyn Biasotti.

Saint Hilary Parish 2014

Dear Friends in Christ,

Please let me first thank you for your support of Saint Hilary Parish, which is such a powerful

testimony to your love for God, his Church, and the many ministries that go on here each day.

Some of you are relative newcomers, and others have a long history in this community: yet all

of us have the chance to do our part for Jesus and his people through our stewardship as faithful

Catholics, true disciples, genuine Christians.

God created the world, and then created us in his own image. Scripture teaches that God set us over the

whole world as stewards, that we might take the goodness of the earth and make it flourish for the glory

of God and for the salvation of mankind. As the Holy Father has said: “Worshiping the Lord means

giving him the place that he must have; worshiping the Lord means stating, believing — not only by our

words — that he alone truly guides our lives; worshiping the Lord means that we are convinced before

him that he is the only God, the God of our lives, the God of our history.” Pope Francis, April 14, 2013

Those who work the land, or cook our food, or build our homes, may have a very intimate sense of this

stewardship each time they carry out their work. The same can be said of a couple when they learn a

child is on the way; or of a teacher when he gets up in the morning and prepares for the young students

who look up to him for wisdom and guidance; or a doctor whose patients put their trust in her

compassion and skill. The list goes on and on, but each example shows us how we can participate in

God’s work by using the talents and blessings he has given us.

Here at Saint Hilary, we see so many people who use their money, gifts, charisms, energy, creativity,

and faith to bring themselves and those around them closer to Jesus. Each Sunday in the Creed we

proclaim our faith that through Jesus everything came into being, and that Jesus came in the flesh to

save us through his sacrifice on the cross. This conviction inspires many faithful Catholics to move

beyond being mere spectators, and to plunge into the work of the Gospel as coworkers of Christ with

joy and gratitude. This reality, and a desire for this reality to become ever more evident, was made very

clear in our big parish survey last spring, our recent Town Hall Meeting, and in the response of so many

people to the Saint Hilary Parish Expo 2014.

As we share this financial report with you, I thank all of you who give so much to Saint Hilary Parish,

to God’s poor, to the Archdiocese of San Francisco – and to the Church Universal.

May God bless you and your loved ones, and may

the Lord Jesus be always in your hearts and in your

homes.

Sincerely,

Father William E. Brown

Pastor

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CHURCH FINANCIAL REPORT

JULY 1 to JUNE 30, 2012, 2013 and 2014

For the twelve months ended:

These Financial Statements were prepared on a cash basis.

Notes:

1) The Church operations do not include Special Collections and other donations which are

shown on page 6 other than the Archbishop’s Annual Appeal overage which is retained by the

Parish.

2) Financial results have been adjusted to remove the effects of certain one-time events that do

not have a bearing on regular operations.

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Jul '11 - Jun 12 Jul '12 - Jun 13 Jul '13 - Jun 14

Ordinary Income/Expense

Income

Collections 534,012 538,032 515,100

Sacramental Offerings 20,360 12,899 16,632

Development/Fundraisers 17,375 12,948 12,131

Educational & Sacramental Fees 32,374 30,221 30,830

Gifts, Donations & Grants 110,723 391,340 84,863

Donor Restricted Donations 48,197 186,902 32,794

Other Operating Income 3,800 32,919 16,026

Non Operating Income 4,617 1,325 9,668

Total Income 771,458 1,206,586 718,044

Expense

Personnel Costs - Parish 379,559 427,445 389,485

Payroll Taxes Employer 29,102 30,145 29,243

Employee Benefits 111,613 128,798 87,345

Transportation & Travel 1,513 1,400 1,295

Educational Expenses 13,120 13,290 10,036

Property Cost 34,569 67,256 52,047

Deferred Maintenance Reserve 0 0 24,000

Utilities 32,251 30,662 41,324

Furniture, Fixtures & Equipment 18,983 11,846 10,489

General and Administrative 19,723 25,484 25,768

Other Operating Expenses 56,168 53,341 69,292

Subsidies 1,920 1,920 8,927

Total Expense 698,521 791,587 749,251

Net Income 72,937 414,999 -31,207

Income The Church’s main source of income is contributions from parishioners. Collections during the

last fiscal year (2013-14) were down $22,932 from the prior year to $515,100. This decrease has

continued a trend that began during 2007-08. During the seven years since 2007-08, Collections

have decreased by more than 13%. The decrease in Collections has followed the downward trend

in Mass attendance, although not quite as dramatically. Using data from the annual October count,

we note that Mass attendance has fallen by approximately 23% since its high point in 2005. It ap-

pears that Mass attendance has been trending downward in Marin County as a whole, and through-

out the Archdiocese of San Francisco. The Parish will work hard to reverse these trends.

During the previous year (2012-13) the amount of Gifts, Donations and Grants and Donor

Restricted Donations was well above the usual ranges. This was due to the wonderful generosity

of a parishioner who gave the Church a substantial bequest through her trust. This caused Total

Income and Net Income in 2012-13 to be quite a bit higher than in the years before and after

2012-13. Most of the bequest was invested in the Church savings account.

Expenses

Out-of-pocket expenses decreased in 2013-14 by about $66,000 led by decreases in Personnel

Costs and Employee Benefits. This year the Church initiated a program to more methodically plan

for future maintenance and replacement costs through contributions to a deferred maintenance

reserve. The School already has a deferred maintenance reserve, and we felt it was time for the

Church to do the same. During 2013-14 the Church contributed $24,000 to this reserve. Without

this $24,000 set aside, the deficit at year end would have been $7,207 rather than $31,207. The

$24,000 contribution to deferred maintenance reserves was not an out-of-pocket expense but rather

money in the bank set aside for maintenance use in future years. $7,207 is the amount the Church

withdrew from savings to pay its expenses during 2013-14.

Summary

2013-14 is not the first year that the Church has incurred a loss. The Church has incurred losses

from time to time, for example, in 2010-11 and 2006-07. This is mentioned to say that despite

occasional loss years, parishioners have always come through with contributions to bolster the

Church’s financial condition.

On June 30, 2014, the Church had $448,304 in its bank account and in an account managed by

the Archdiocese of San Francisco. This was $12,255 less than at the end of the previous fiscal year.

The subdivision of the Upper Property is proceeding. This approximately 2.5 acre piece of land

situated above the School was donated by a parishioner a number of years ago. We are working

with land survey, engineering, and legal professionals in the subdivision process. There will be no

road building or other improvement work to accomplish the subdivision. Once the parcel has been

subdivided into two parcels, the land will be more valuable and will be put up for sale. The land

will most likely be used for the construction of one or two homes.

The subdivision process is time consuming by its nature; the Town of Tiburon must review an

application for subdivision in detail, and several rounds of requests for revision to an application

are not unusual. We are targeting the spring 2015 selling season. Funds derived from the sale will

be invested for the needs of the Parish, both short and long term.

Church Financial Report July 1, 2013 to June 30, 2014

Narrative

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Special Collections and Other Donations

made by the Community of St. Hilary

For the fiscal year ended June 30, 2014

Archbishop’s Annual Appeal $128,713*

Black and Indian Home Missions 1,590

Catholic Campaign for Human Development 1,758

Catholic Charities 4,198

Catholic Communications Campaign 1,119

Catholic Relief Services 1,918

Holy Father — “Peter’s Pence” 724

Holy Land (Pilgrimage Sites) 1,409

Little Sisters of the Poor 1,434

Mission Co-op Appeal 690

Priests’ Retirement Fund 6,132

Retirement Fund for Religious 4,457

Southern Marin Deanery Action (SOMDA) 3,840

Special Collection—for disaster relief in India 3,289

Special Collection—for the Archdiocese for the Military Services, USA 2,349

Special Collection—for disaster relief in the Philippines 16,840

St. Hilary School Angel Fund 1,050

St. Hilary School Scholarship Fund 22,538

St. Patrick’s Seminary in Menlo Park 2,477

St. Vincent de Paul Society 4,044

World Mission Sunday/Propagation of the Faith 2,712

Total Funds Distributed by Saint Hilary $213,281

*A portion was overage retained by Saint Hilary.

Not included in the above distributions are the Christmas Giving Tree

program, the Christmas Food Baskets and other in-kind collections.

A typical “tithing parish” distributes approximately 10% of its resources

to needs outside of the parish. For the year ended June 30, 2014, St. Hilary

Parish distributed more than 30% of its resources to outside needs.

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STEWARDSHIP: Giving of Our Time, Talent & Treasure

“He who sows sparingly will reap sparingly,

and he who sows bountifully will reap bountifully.”

(2 Corinthians 9:6)

Time & Talent

How could I give of my time and talent to the parish and to the greater community?

Attend Mass on a regular basis.

Prepare lunches for the homeless via our Sunday Mass program.

Help prepare or attend a soup supper during Lent.

Prepare and serve a R.E.S.T. dinner for the homeless in Tarantino Hall.

Make a food basket for the poor at Christmas time.

Participate in the Christmas Giving Tree Program and give a gift to a child.

Become a Catechist in our Religious Education Program, sharing the Catholic faith with

the children of our community.

Grow in your faith through participation in the faith sharing of a Bible study group.

Spend private, quiet time with the Lord in Eucharistic Adoration.

Consider joining our Choir — Adult or Children’s.

Become active in the liturgy by becoming a lector, usher, acolyte or Eucharistic minister.

As of December 31, 2013 there were 1,124 families registered in our parish.

Average weekly Mass attendance is approximately 578 persons.

Number of families who made donations to St. Hilary — 528.

Number of families who made no donations to St. Hilary — 596.

Out of the contributing 528 families, 69 are using EFT (Electronic Funds Transfer).

Treasure

In what ways can I financially support my parish?

Weekly / Monthly Collections — Consider giving one hour of your income each week.

Sign up for EFT through the parish, or automatic “Bill Pay” through your bank.

Include the parish in your Last Will and Testament or Trust.

Archbishop’s Annual Appeal 2012*

Total Contributions: $108,300

Assessment: $107,500

Number of Donors: 193

Average Donation: $561

Archbishop’s Annual Appeal 2013*

Total Contributions: $113,795

Assessment: $104,500

Number of Donors: 215

Average Donation: $529

* Calendar Year

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Dear Saint Hilary Community, I pray that everyone has had a blessed fall and will enjoy the coming holiday season of Thanksgiving, Advent and Christmas. It has been my pleasure to see many of you on campus, around town or in meetings since my arrival. While my first weeks on campus have been busy, I have thoroughly enjoyed getting to know everyone. It has been a privilege getting acclimated to Saint Hilary and to learn all the ins and outs of Saint Hilary School. We have been diligently working on the following: 1. Development of our new school website: Our upgraded website will be used as a communication and learning tool as well as support our school’s marketing plan. Please watch for emails regarding how to access the website and how we will be leveraging it so we can operate more efficiently and effectively. Some items you can expect:

Integrated calendar that can sync with Google Calendars and iCal.

Regularly updated pages from teachers, coaches, administration and parent groups. This will include class assignments, newsletters, school announcements, important forms and more.

All forms, newsletters, and announcements regarding school events and developments will be posted.

And, finally, we will be using the website as a marketing tool for prospective families who want to understand all that makes Saint Hilary School fabulous!

2. Building the Learning Center: Thank you to all who supported our “Fund a Need” and made this possible. We will be holding small group classes for those who need additional learning support. This new room will be utilized by Ms. Jan Richey and Ms. Nathalie Snyder when working with their students, and will also be available to the entire faculty and staff for small group learning. Individual learning carrels and small group tables will be installed to ensure it is a highly flexible 21st Century learning space. Laptops will be available for use in the space for these small groups. The Art Room has also been upgraded with new carpet, additional storage and the installation of a kiln for our ceramics program. 3. Strategic 5-Year Plan: Our Parent Advisory Board and our Faculty Advisory Board have provided feedback on the focus of our developing Strategic 5-Year Plan:

Maintaining our strong Catholic identity.

Facility improvement and maintenance.

Ensuring a rigorous 21st Century standards-based curriculum.

Technology as a learning, communication and operations tool.

Communication and information management.

Financial stewardship. Some of what I will be focusing on this coming year:

Improving communication and a high level of transparency.

The introduction of a Grade 1-4 Math Specialist.

Evaluating the structure of our Spanish Program.

Development of the Technology Program. I have only been your principal a brief time, but I am proud to be part of the Saint Hilary community. Over the last 50 years a strong foundation has been created. As Saint Hilary’s principal, I am looking forward to continuing the collaboration with faculty, staff, parents and students to ensure that a rigorous 21st Century Catholic Education continues to be provided. We have an incredible community with so much to celebrate and I am looking forward to engaging with everyone to achieve the goals we are collectively setting for ourselves. I am available via phone (415-435-2224) or email (mbordeleau@sainthilaryschool.org) if you have any questions. Until we meet again, may God hold you in the palm of his hand. Marie Bordeleau Principal

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New School front doors, expertly

installed by Mr. Chris Rose

Our School Library

Featuring the Sacred Heart Mosaic,

fine art created by Dr. Richard Mani

Our new Learning Center,

thanks to Ms. Joyce Raffo,

Mr. Chris Rose and our many

Fund-A-Need contributors

Our new awning, designed, created and singlehandedly

installed by Mr. Mike Ratiani

Capital Campaign Donor Leaves, in honor of the

many parishioners who made our many

improvements possible for the Church & School.

Olive Tree in memory of

Helen Kelly, thanks to

Mr. Jack Fiorito and

other generous donors

Our newly lighted

parking lot stairway, thanks to

Mr. Paul Moran

St. Hilary Church and School — Life and Ministry

These Financial Statements are prepared on an accrual basis.

SCHOOL FINANCIAL REPORT JULY 1 to JUNE 30, 2012, 2013 and 2014

For the twelve months ended:

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Jul '11 - Jun 12 Jul '12 - Jun 13 Jul '13 - Jun 14

Ordinary Income/Expense

Income

School Tuition 2,199,087 2,135,774 2,404,132

Enrollment Fees 133,700 189,499 164,030

Elective & Extended Care Fees 88,370 149,336 191,892

Development/Fundraisers 400,000 344,447 393,636

Gifts, Donations Grants 0 5,362 8,705

Donor Restricted Donations 6,299 50,951 45,752

Other Operating Income 360 2,118 10,000

Non-Operating Income 29,725 24,803 19,496

Reserves brought forward 0 153,556 0

Total Income 2,857,541 3,055,846 3,237,643

Expense

Personnel Cost School 1,626,593 1,709,780 1,829,656

Payroll Taxes Employer 139,944 149,648 160,135

Employee Benefits 413,130 465,229 412,122

Educational Expenses 274,160 357,462 356,189

Property Cost 220,332 119,378 111,689

Deferred Maintenance Reserve 0 75,000 100,000

Utilities 70,245 71,187 79,458

Furniture, Fixtures, Equip 13,548 12,786 18,427

Bad Debt Expense 10,754 2,039 0

Administration Expenses 44,184 50,213 42,224

Other Operating Expenses 30,488 39,117 36,450

Total Expense 2,843,378 3,051,839 3,146,350

Net Income 14,163 4,007 91,293

Income

School income increased almost 12% in 2013-14. This was a result of a substantial increase in

enrollment, an enhanced electives program and a very successful Angel Fund campaign.

Enrollment in 2013-14 averaged 249 students, up from 234 in 2012-13 and 247 in 2011-12.

Enrollment in the current year 2014-15 has increased further to 257.

Tuition produced about 74% of 2013-14 School income.

Fees from enrollment, electives and extended care represented about 11% of income. Parent

Guild managed Development/Fundraisers produced approximately 12% of School income.

Expenses

School expenses increased a modest 2.3%.

Personnel Costs, Payroll Taxes and Employee Benefits, which comprise about 79% of total

costs, were up 3.3% from the previous year.

Expenditures on technology (iPads, etc.), property costs and several other categories of

expenses were reduced from the previous several years.

Summary

The substantial increase in income combined with a moderate increase in expenses resulted in

the largest Net Income for the School ($91,293) in a good number of years.

The School actually generated cash income of $191,293. $100,000 of the cash generated was

allocated to deferred maintenance reserves. This healthy cash surplus also allowed the School to

replenish general reserves which had been used in the previous year when enrollment was low-

er.

On June 30, 2014, the School had $1.44M in bank accounts and in an account managed by the

Archdiocese of San Francisco. This was about $312,000 more than at the previous fiscal year

end. The Endowment Fund had a balance of $226,811.

School Financial Report July 1, 2013 to June 30, 2014

Narrative

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SAINT HILARY CATHOLIC COMMUNITY

As of November 1, 2014

School Staff Marie Bordeleau,

Principal

Barb Harris,

School Administrator

Lisa Handley,

Development &

Admissions Director

Mary Jane Landolina, ,,

Counselor

Michael Kavanagh,

Director of Technology

Theresa Crivello,

Secretary

Bunry Peou,

Maintenance

Teachers:

Sylvia Buckley

Pamela Carey

Neil Caynan

Jemma Choi

Patty Fitzsimmons

Kendal Flatley

Susan Gray

Kaj Kibak

Maureen Kibak

Mary Mahoney

Suzanne Peoples

Claire Potter

Teachers continued:

Ashley Ransom

Bridget Reginato

Janice Richey

Betsy Shelton

Nathalie Snyder

Michelle Tolbert

Erin Turner

Lisa Veto

Chyah Weitzman

Karin Zeidler

Katherine Zundel

Aides:

Lauren Fee

Jen Nevin

Alex O’Neill

James Reid

Kasandra Scourbys

Isabel Yates

Extended Care:

Laureen Fee

Chi Ho

Soledad Jean-Pierre

Deborah Salisbury

Kasandra Scourbys

Substitute Teachers:

Matthew Hamilton

Lisa Rosenlund

Parent Advisory Board (PAB) Rev. William Brown—Pastor

Rev. Roger Gustafson—Parochial Vicar

Marie Bordeleau—Principal

James McIntyre—President

Jen Bonvechio

Jason Boyle

Sabrina Clark

Deborah Devincenti

Elizabeth Hachman

David Holscher

Steven McConnell

Peter Meringolo

Colin Murray

Molly Spector

Sheila White

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Parish Pastoral Council Rev. William Brown—Pastor

Rev. Roger Gustafson—Parochial Vicar

George Shumny—Chair

Jamie Blinn

Julie Carlucci

Ruth Ann Cawley

Stacee Christen

Deborah Devincenti

Ginger Robin

Dan Veto

Finance Council Rev. William Brown—Pastor

Rev. Roger Gustafson—Parochial Vicar

Lidiette Ratiani—Chair

Rob Cummings

Jim LaRocca

Keith Ogden

Mike Pautler

Adam Wiatrak

Parish Staff

Rev. William Brown—Pastor

Rev. Roger Gustafson—Parochial Vicar

Sr. Dolores Maguire, CHF—Pastoral Minister

Pamela Carey—Music Director

Adrian Gordon—Business Manager

Suesan Grabia—Parish Hall Manager

Theresa Miller—Bookkeeper

Diana Rittenhouse—Administrative Assistant

Jennifer Tescallo—Bookkeeper

Lisa Veto—Director of Religious Education

Parent Guild Officers Stefanie Vasquez—President

Patricia Sunderland—Vice President

Sue Boyle—Secretary

Jackie Bruce—Treasurer

Kim Henry—Advisor

Faculty Advisory Board (FAB) Maureen Kibak

Ashley Ransom

Jan Richey

Karin Zeidler

Parish Pastoral Staff 2014-2015

Rev. William Brown

Pastor

Rev. Roger Gustafson

Parochial Vicar

Mrs. Diana Rittenhouse

Parish Administrative

Assistant

Mrs. Theresa Miller

Bookkeeper

Mrs. Jennifer Tescallo

Bookkeeper Mr. Adrian Gordon

Business Manager

Ms. Marie Bordeleau

St. Hilary School Principal

Mrs. Lisa Veto

Director of

Religious Education

Ms. Pamela Carey

Director of Music

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Mrs. Suesan Grabia

Parish Hall Manager

Sr. Dolores Maguire, CHF

RCIA Director

Saint Hilary of Poitiers

Our Patron (301-368 A.D.)

Church and School Statistical Information

Parish Statistics: For the year ended December 31, 2013

Sacraments:

Baptisms 52

First Holy Communions 68

Confirmations 47

Marriages 5

Last Rites 7

Adults Initiated into the Church 7

Funerals 8

Number of Children in Religious Education 151

Number of Families in the Community 1,124

Average Number of Attendees to Weekly Mass 578

Average Weekly Collection $ 8,872

Average Weekly Donation $15.34

School Statistics:

Total number of students (as of 10/1/13) 249

Teachers/Aides (Full-time equivalent) 29

Student/Teacher ratio 9 to 1

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SAINT HILARY CATHOLIC COMMUNITY Parish Ministries, Groups and Organizations

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Boards and Councils CYO Board

Faculty Advisory Board (FAB)

Finance Council

Parent Advisory Board (PAB)

Parent Guild

Parent Guild Board

Parish Pastoral Council

Parish Pastoral Staff

Faith and Prayer

Adoration of the Blessed Sacrament in

our Eucharistic Adoration Chapel

Bereavement Ministry

Men’s Faith Sharing Group

Retreats and Days of Renewal

Women’s Faith Sharing Group

Jeff Cavins Bible Study Class

Fellowship

Book Club

Catholic Youth Organization (CYO)

Senior Chat Lunch

Soup Suppers

Sunday Hospitality — Coffee, Orange

Juice and Doughnuts after Mass

Liturgical Ministries

Altar Servers

Altar Society

Choirs

Adult Choir (Schola Cantorum)

Children’s Choir

Eucharistic Ministers

Eucharistic Ministers to the

Homebound

Greeters

Lectors

Liturgy and Environment Committee

Ministry Scheduler

Ushers

Outreach

Christmas Food Baskets

Christmas Giving Tree

Gabriel Project

Listening Post

Prison Ministry at San Quentin

Respect Life

REST Dinners for the Homeless

Southern Marin Deanery Action

(SOMDA)

St. Vincent de Paul Society

St. Vincent de Paul Homeless

Lunches

Telephone Concern Line

Thrift Shop

Transportation

Winter Clothing Drives

Religious Education

Baptismal Preparation

Confirmation Preparation

Liturgy of the Word for Children

Marriage Preparation

Religious Education Program K-8

Rite of Christian Initiation of Adults

(The RCIA)

St. Hilary School

Youth Groups

Catholic Youth Organization (CYO)

“Get Some Give Some” Service

Group for Junior High students

Teen Service Corps (TSC) for High

School students

St. Hilary Church & School, 761 Hilary Drive, Tiburon, CA 94920 — Tel.415-435-1122, Fax 415-435-1862

www.sthilary.org — www.sainthilaryschool.org

Mission Statement

We, the Faith Community of St. Hilary,

brought together by Christ,

respond to the universal call to Holiness

by living in the service of the Gospel.

Our Cross was donated by the Rittenhouse Family