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December 31, 2009

Dear Supporter of Public Education:

This last year was a great year for the Livonia Public Schools Foundation. Support from the community grew as the community enthusiastically support the Foundation’s college savings program - the Livonia Competitive Edge College Savings Program.

Last year was the second year of the Competitive Edge College Savings Program - a program under which the Foundation would open a college savings plan account for every first grader in the district and make a financial contribution to each child’s college savings plan account to pay for the cost of the child’s college education. Our first grade parents are excited when they learn about this very special gift from our community.

I would like to thank all of those who made a contribution to the important work of the Foundation during the year. Your generosity helps make a difference in the lives of the children of our community.

Sincerely,

James R. Cambridge President Livonia Public Schools Foundation

Message from the PresidentSusan OpalachGretchen OppermannAndrea OquistSarah OrvisAnn OwenJennice OwenBradley PearsonKathryn PetersonCharles PetitpasCatherine PhillipsMary PilonStephanie Pinta Gary PlankJerry PolkHeidi PoshChristine PriceKathleen PriceMichelle PritulaGraham PudasJune QuatrineAgnes QuirkNanette RagalyiMary RetelleCheryl RobakCarl RobertsSuzanne RompelBrandy RostEvelyn RuizChristine SantaviccaCathleen Santi

John SantiSue SchaferCraig SchmidtMichelle SchnursteinDeborah SchommerLaura SchrothChristine SchulteJames SeayDebra ShankerSusan ShovlinTammy SieberCarolyn SiewickiLeigh SimonJudith SinningMarylee SkeltonDiane SlobodaJoel SmithJulie SmithSherri SmithMarilyn SnabbMatthew SokolDonna SorgeTammy Spangler-TimmDavid SpellichJason SprouleDeborah SquirewellMichelle StackpooleEllen StefaniakSusan StricklandPeggy Sund

Colleen SweeneyKelly TaddiaJulie TafelskiStephen TaylorTerry TaylorWendy ThramsPamela TimmermanMary TullioLinda TymczakTerrance TymczakKathleen TyranskiCatherine VanecekMolly WalshAmy WattsMary WeaverKristie Wells-BiggertRobert WestCorinne WichmanHorst WichmannMary WilkinsonDaniel WillenborgPatricia WischmeyerCharlotte WorthenPamela WrightOlivia WylieDale YankaKathleen YostDonna ZiemClaudia Zimmer

LPS Foundation AcknowledgementsThe LPS Foundation would like to acknowledge the following for contributing their time, expertise, and interest in aiding the Foundation:

Julie Degenfelder - For her support and guidance in providing banking service to the Foundation, in addition to providing financial donations on behalf of the TCF Bank.

Lisa Abbey - For establishing accounting procedures and providing ongoing review of financial actions.

Jill Wozniak - For her administrative support in consolidating incoming contributions, and coordinating Foundation activities.

Renee Hill - For both guidance and support of the TIAA-CREF financial services in the Competitive Edge College Savings Program.

Special thanks to the Livonia Observer for advertising our fund raising events in the newspaper as an in-kind contribution to the Foundation and to Camp Mirage for providing the equipment for the “Bounce Back to School” events held at our K-5 elementary schools prior to the opening of school each fall.16

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Board of Directors

James Cambridge Elaine Koons Judee Taormina Ernest NataliniPresident Vice President Secretary TreasurerDirector Director Director Director

Jim Badge Jack Kirksey Dan West Jay YoungDirector Director Director Director

Diane Policelli Randy A. Liepa Cynthia MarkarianDirector Non-voting Non-voting member member

Payroll Deduction DonorsGregory DenioKaren DePerroKay DePerroCarolyn DeryGeoffrey DickensonKaren DillonAlphonse DipaoloSheila DobbieAngela DoelkerSandra DollKathleen DonagrandiLidia DordeskiPatricia DubelLorna DurandChristina DziedzicKelly EddyLinda EhlendtMathew EnechukwuValerie Evans-EblingBarbara EwingGayle FedoronkoJudy FedrawMarla FeldmanCarlotta FergusonJulianne FoleyKathleen FrameJames Fraser, Jr.Lisa FurcaChristine GajorAnnette GarbuttRene GentileIna GermainJames Gibbons, Jr.Michelle Gill-MillerTraci GizziChristopher GordMichelle GuerrieroJanet HaasRonald HammyeCathlene HeddenDebra HedgesClaudia HeinrichDeborah HillTimothy HinchmanDennis HinzeSean HorganStephen HunterCarol JanowskiDeborah JanowskiSarah JaryAnn JenkinsDebra JohnsonDenise JohnsonBarbara Jones

Lisa KaiserAnn KalecNaneen KaufmanRussell KeberlyLinda KeimigHeidi Keith Derek KendallElizabeth KeyshianJadie KieftPatricia KirkseyRenee KishChristine KleimolaBette KnedgenPatrick KoelzerVictoria KurkowskiSandra KyleAnita LamourKristina LankCindy LectkaKellee LeeRoberta LemieuxSusan LicataRandy LiepaAnnette LinnTheresa MacekGlenn MacorkindaleMarlene MagdaGerard MajewskiEric MarkarianLynn MassucciKaren MastonKathy MaxwellMary Jo McCabeBarbara McConnellDonna McDowellJames McMuldrochKathy McSorleyJennifer MedellinTara MellisJames MillerMarci MillerAdam MitchellDavid MitchellShellie MooreEmily MorfordUma NatarajanMichael NathanColleen NaultJulie NeilsonLori NersesianCatherine NobleDeborah NormanPaula NowotnyTheresa O’Brien

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Lisa AbbeyJulie AdamsCarla Allen-MyroldSheila AllesAndrea AndersonKaryn AndersonRonald AndersonSteven ArchibaldCarol AshworthShelly BalesAbigail BarbutoCraig BarkerDiane BarrettAmber BaschSharon BelcherMary Pat BenoitMatthew BentleyJan BiceJaneane BickhamClaudia BillingsBarbara BosleyMartha BrennerJanie BriskyBeth BuffingtonTerry BumpusDenise BurkeBeverly BydlowskiDoreen ByrneSheila ByrneCarim CalkinsPatricia CampbellLisa CannellIsolina CarliniKimberly CaseyDorothy ChomiczLaurie ChristensonAnne CiborGary CieniuchLeslie CirinoJennifer ClayDouglas CoatesKathleen CogginsJacalyn ColemanJames ConsidinePatricia CookeSherrie CoonMary CouillardDanny CrambGeorgette CzajkowskiDanielle DanielsMichael DaraskavichCaryl DazerLynn DecarliAnthony Demarco

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History of the Livonia Public Schools Foundation

Nearly a decade ago, the financial situation of the Livonia Public Schools was radically different than today. At that time, the district was experiencing increasing enrollments, the state and national economy were robust, and the negative impact of an economic downturn, which under Proposal A ties school funding to sales taxes, was yet to be felt.

In 1997, the Board of Education commissioned a feasibility study to be conducted regarding the establishment of a school district foundation. Neighboring school district foundations were surveyed, research was gathered and analyzed, and consultants were consulted. After reviewing the results, the Board of Education decided against establishing a foundation at that time.

In late 2002, a follow-up study was conducted, at which time conditions had changed drastically and the need for an independent funding source that might aid the district, was seen as both feasible and necessary. The following year, events were set in motion that resulted in the formalization of the Livonia Public Schools Foundation in early 2004.

First, all the documents required to legally establish a foundation needed to be written and submitted, including Articles of Incorporation, by-laws, application for 501(c)3 status with the IRS, and other legal documents.

Next, a Board of Directors was selected and agreed to serve. The By-Laws call for seven voting directors and up to three non-voting members initially appointed for a term of one to three years. The officers consist of a President, Vice President, Secretary, and Treasurer.

Board members developed a mission statement, guiding principles, core values, goals and objectives, logo design, an information dissemination process, fund-raising strategies, and a host of other necessary tasks.

Corporate/Organization Donations

Alpha Delta KappaBill Brown FordDavenport Universitydfcu FinancialFakhoury EateriesIndependent Order of ForestersKopmeyer & Talty, PCLEADSLivonia Chamber of CommerceLivonia Chrysler JeepLivonia Parapro AssociationLivonia PTSA CouncilLivonia PTA/PTSA’s Buchanan PTA Churchill PTSA Garfield PTA Holmes PTSA Kennedy PTA Perrinville PTA Roosevelt PTA Rosedale PTA Stevenson PTSA Webster PTAMichigan Education Credit UnionPasta Per TrioSchoolcraft CollegeSt. Mary’s Mercy HospitalTIAA-CREFTom Holzer FordTRWWebster Elementary School

2008-09 Donor Honor RollIn Memory or Honor ofLucille MikulShirley LiepaCharles SteffesSuzanne Steffes Father of Michelle Mooney

Individual DonorsAnthony BaloghCharles BaresSharon BernathCarol Lynn CarignonKimberly CartyDonna CrozierSuzanne CurtissPatricia DavisJudith GordonNancy HouseJames KaroubRaymond KeelingFatino KincaideRoseanne MarentetteNawaf MasriMarjorie MooreJoanmary NenningerFrancis and Jerrilyn PetersmarkBarbara PetroskyDiane PlungisDiane PolicelliErin RadleyAnn RoseAndrea RoseLynda ScheeleChristine SchulteDeborah SquirewellSuzanne SteffesJane VanPoperinJay YoungKaren Zyczynski

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We have joined a national movement that is growing every year. According to the National School Foundation Association, $31.59 million was donated to education in the US in 2003, the second largest recipient category (behind religion) of philanthropic donations in the US. It is projected there will be an intergenerational wealth transfer occurring over the next 25-35 years, yielding between 15 and 40 trillion dollars. The Giving USA 2001 reports that many major donors who give to education are switching their financial support and focus from college and universities to elementary and secondary schools, and are finding educational foundations an excellent way to do that.

Commencing in FY 2008, the Foundation initiated The LPS Competitive Edge College Savings Program, which encourages parents of new first graders to establish a college savings (529) plan. The Foundation provided an initial amount in a holding account for each first grade student whose parents registered for the program during this fiscal year.

With these facts in mind, and the firm belief that our teachers and administrators want to do a better job educating our community’s children, we believe the growth and development of the Livonia Public Schools Foundation will play a vital role in the continued excellent educational experience offered in the Livonia Public Schools.

We have a dedicated and talented Board of Directors, energetic and hard-working volunteers, and great partnerships with the business community. However, we have much to do.

We are grateful to all who have contributed time or money to the Foundation this year. We are optimistic about the future, and ask you to join us in teaming together to ensure learning for all.

CORPORATE CONTRIBUTORS(*Indicates Founding Partners)

Friends’ Circle ($1,000 - $4,999) Alpha Delta Kappa Independent Order of Foresters *Livonia Chamber of Commerce *TRW Automotive

Honor’s Circle ($5,000 - $9,999) *Davenport University *Kopmeyer & Talty, P.C. *Masri Orthodontics

Salutatorian’s Circle ($10,000 - $49,000) *Bill Brown Ford *Livonia PTA/PTSA’s Buchanan PTA Coolidge PTA Garfield PTA Kennedy PTA Roosevelt PTA Rosedale PTA Holmes Middle School PTA Churchill PTA Stevenson PTSA Perrinville PTA Livonia PTSA Council *Michigan Educational Credit Union *Schoolcraft College *TIAA-CREF

Valedictorian’s Circle ($50,000 and above) *dfcu Financial *Livonia Public Schools Employees *St. Mary’s Mercy Hospital

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Our Mission“The mission of the Livonia Public Schools Foundation is to enlarge the resources available to the school district which will foster and expand educational opportunities for programs impacting students and to provide the opportunity for LPS parents to begin planning for their student’s postsecondary education.”

The Foundation offers a powerful and effective vehicle for directing contributions to benefit public education in portions of Livonia and Westland, Michigan.

Our Core Values

We will strive to directly impact student learning by:

Putting resources into the classrooms. Improving student achievement. Providing financial resources for items the district cannot fund.

We will strive to ensure integrity by:

Using ethical fund-raising techniques. Maintaining sound financial practices.

We will strive to provide the means to assist our students in their postgraduate education by:

Establishing the opportunity to subsidize a college savings plan. Holding educational savings plan seminars for parents and students.

LPS FoundationFinancial Statement

Fiscal Year July 1, 2008 – June 30, 2009

Balance Brought Forward $ 132,404

Income Contributions $ 93,493 Interest Earned 2,869 Special Events 17,987

Total Income $ 114,344

Expenses Special Events $ 1,370 Grants 20,017 Operating Expenses 409

Total Expenses $ 21,801

Assets Restricted Assets $ 19,117

Liabilities Short Term $ 5,281 Long Term 19,117 Total Liabilities $ 24,398

Net Assets $ 219,666

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LPS Foundation 2008-2009 Accomplishments Designated Funds

Partnership for the Visually Impaired

The Partnership for the Visually Impaired provided funds to allow visually impaired students to attend a special summer school program.

Business/Teacher Connection

The Business/Teacher Connection program is a partnership between the Livonia Schools and the Livonia Chamber of Commerce. This program brings together business people and teachers in a unique collaboration. Business and teacher partners visit each other’s workplace and learn about the application of curriculum in the work world. The Foundation supported the participation of 12 teachers through a stipend made possible by a donation from dfcu Financial.

Alumni Directory Appeals

Data (name, address, telephone number) has been compiled of all the graduates of the four (Bentley, Churchill, Franklin, and Stevenson) Livonia Public Schools high schools and published in directories by the Harris Connect Company for those alumni interested in keeping in touch with their high school classmates. Each directory sold will contain an appeal for funds by the Foundation.

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Competitive Edge College Savings Program

The “Competitive Edge” is an exciting new college savings program for every first grader entering the Livonia Public Schools.

The goal of the Livonia Public Schools Foundation is to provide a unique opportunity for LPS parents to begin planning for their children’s post-secondary education early on, and help set aside money for their future educational expenses.

The Foundation will provide an opportunity for the family of each first grade student to set up an IRS Section 529 college savings plan.

The Foundation will provide an initial contribution to a 529 savings account for each first grade student, offered annually for each new first grade class.

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Future Fundraising Focus

The Foundation will continue to focus specific fundraising efforts on our established target groups: alumni, businesses, community members, parents, retirees, and staff members, as well as sponsor events which will include all of these groups.

Campaigns that begin with individual letters requesting donations, strengthened in many cases by personal contacts, will be instituted for alumni, retirees, and staff members.

The following fundraising events, designed to involve all of our targeted groups, are being planned for the 2007-2008 school year. These include:

Employee Payroll Deduction Campaign

During two weeks in the fall of 2008, the Foundation launched a follow-up comprehensive campaign designed to encourage all LPS employees to contribute to the Foundation through the payroll deduction method. The primary focus of this campaign is to support the Competitive Edge program.

Corporate Giving Campaign

Following the employee campaign, corporate citizens and suppliers of goods and services to the district will be invited to share their resources with the Foundation for the benefit of LPS students.

Food for Thought Events

Some restaurants designate days during which they will give a percentage of sales to the Foundation. Several of these events are planned during the school year. Noodles and Company and Tropical Smoothies participated this year.

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LPS Foundation Fundraising Strategy

Funding Strategy

A. General FundsThe overriding strategy for fundraising and expenditures will be to approve and provide monies for programs, with funds raised in the preceding fiscal year. The exception to this policy will be the support of programs through specifically designated donations, those which are received and accepted by the LPS Foundation for the specific use of donor directed programs and projects which meet the mission and values of the Foundation.

A fundraising goal will be established for each fiscal year, which will be comprised of both designated and undesignated funds. The primary purpose of the undesignated donations will be to support major (high cost) programs consistent with the mission and values of the Foundation. Once that goal is achieved, additional funds received will be placed in an endowment account for use in succeeding years to support sponsor-generated requests.

B. Competitive EdgeThis program is an exciting new college savings program available for each first grader entering the Livonia Public Schools commencing with the fall semester 2008. The funding will be provided by both corporate and individual contributors, establishing a core of founding partners committed to a long-term pledge. The fund-raising campaign began September 2007.

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Funding Sources

Currently, donations have been received from the following sources:

1. Individual Donors a. Retirees b. Employees

c. District Residents d. Alumni2. Corporate Sponsors3. Special Events

a. Food for Thoughtb. 50/50 raffle / Playhouse Raffle c. Back to School Social with Camp Mirage

4. Honorary Donationsa. Memorialsb. Celebrations

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Playhouse Raffle