Annual Report
Connecting bright minds; nurturing intellectual and personal growth
From the President
Over the past 16 years, I have had the pleasure of nurturing and supporting the growth of IEA from a “mom
and pop” organization (thank you, Jim Davis) to a nationally recognized institute committed to providing
exemplary services that incorporate the needs of the mind, body and spirit of the gifted child.
“Unless you try to do something beyond what you have already mastered, you will never grow.”
- Ralph Waldo Emerson
2015 Highlights
•
IEA recorded and released two new videos
documenting programs and services designed
to meet the needs of gifted youth today.
•
In November, IEA held a two-day Public Policy
symposium with experts in business, gifted
research, and gifted education to discuss the
needs of gifted youth and how these issues
might be addressed on a national scale.
•
IEA Academy hosted several new offerings,
including a series of successful Mini-Lectures
and Workshops.
•
This year, CDB Scholars and Alumni received a
number of prestigious awards and scholarships
including the Fullbright Foundation Grant and
the Gates Cambridge Scholarship.
IEA remains devoted to advocating for and serving gifted young people from all backgrounds. The staff and
team of volunteers at IEA are resilient, determined, and share a sense of purpose that facilitates a flow of
new ideas and different approaches to meet the unique needs of each highly able child in our community. GROWTH
Our strategic plan focuses a great deal on purposeful growth. Reinventing the Apprenticeship Program
to adapt to the needs of teens today will allow more students to participate in this impactful mentoring
experience. Expanding the CDB Scholarship initiative will ensure over 25 new scholars will be identified each
year – increasing the number of scholars in high school to approximately 105 a year. We have identified a
new Yunasa Fellow, whose commitment to our cause will be integral to the growth of Yunasa. Academy has
touched the lives of local gifted young people by providing engaging classes and a sense of community that
bolsters confidence and joy in the children we serve.
COMMITMENT
Our leadership has been consistent and mission-driven. The IEA board, Fellows,
and staff have demonstrated their personal passion for the mission and vision of
the organization through hours of tireless work and nearly 100% participation in our
annual fund. INSPIRATION
Every child that enters our community brings a new challenge, a new element of
responsibility, and a new light to our team. We are grateful for each opportunity to
enter the precious world of a new child. One camper recently said to me, “Betsy,
don’t ever worry, you got this right – IEA is a miracle for the gifted child and it is nirvana for me.”
I hope you find this report informative as well as engaging. We are proud of our accomplishments and aware
that there is still much to be done. Thank you for your support and belief in these wonderful beings. These
kids need us and we need them (plus they are a blast)!
Mission Statement
The Institute for Educational Advancement (IEA) is dedicated to the intellectual, creative, and personal growth in our
nation’s gifted and high potential youth. Central to the mission of IEA is a commitment to the development of the whole
child through engaging learning experiences that promote optimal challenge, mentorship, exploration of ideas, and
recognition of personal potential. IEA seeks to connect like-minded individuals and supports a diverse community that
creates a sense of belonging and affirmation.
421
180
587
Number of gifted children
directly served in 2015
Number of students who
received scholarships in
2015
Number of parents served through programs and
services in 2015
2
2015 Finance & Demographics
$253,200
5000000
EXPENSE
1000000
Revenue
2000000
Individual
Contributions
Other Income
NUE BY
E
V
U R CE
SO
Tuition and Fees
3000000
2015 RE
Corporate Gifts and
Foundation Grants
4000000
$2,400
$138,400
ψ
$4,017,000
73
Members of the Nautilus Society make a
pledge to donate for three consecutive years.
28
With these funds, we were able to serve...
2% Apprenticeship
31% Caroline D. Bradley Scholarship
6% Consulting
23% Yunasa & Yunasa West
&A
on Tu
iti
38% Academy Current students and program
alumni donated to IEA this
year
id
421 total gifted
children served
Nautilus Society members
Number of...
Fee-Paying Students
CDB Scholarships
Other Scholarships
95%
Private
Public
44%
42%
Homeschool
14%
School Types
41 % Female
59% Male
Overall Satisfaction Rate
IEA receives funding from individual contributions, foundation grants and corporate gifts, program tuition and fees, consulting fees, and speaking engagements. This
revenue allows us to offer our programs to any child that needs our services, regardless of background.
3
2015 Donors
FOUNDERS CIRCLE – PLATINUM
($150,000 AND HIGHER)
The Lynde and Harry Bradley
Foundation *
FOUNDERS CIRCLE – GOLD
($50,000-$149,000)
The Ahmanson Foundation
FOUNDERS CIRCLE – SILVER
($25,000-$49,000)
Annenberg Foundation
Peter Kaufman
BENEFACTORS ($10,000-$24,999)
Joseph Drown Foundation
Mrs. Jack D. Jones *
K.R. Sridhar & Sudha Sarma *
PATRONS ($5,000-$9,999)
Dr. Henri & Donna Ford *
Daniel & Juanita Goggins *
Elizabeth D. Jones *
Brian & Cindy Malouf * Ψ
Arka & Mita Mukherjee * Ψ
Bill Romans & Sue Barsamian *
Schwab Charitable Fund *
Wells Fargo Community Fund *
SPONSORS ($1,000-$4,999)
Christine Andrews & Andrew Nelson *
Anonymous *
Wendy Brown *
Charitable Flex Fund
Richard Chin & Christina Hyun
Ann & Reed Coleman *
Karen Connolly & Greg Surman * Ψ
Dr. James Delisle *
Hap Deneen & Jennifer Yount * Ψ
Kate Duey & Bob Malchione *
Youm Fesseha & Saba Tesfaye
Fidelity Charitable Gift Fund *
The Dennis Finnerman Foundation * Ψ
Rosemarie & Michael Geiser *
Thomas & Tiffany Hempel *
Kenneth & Michelle Hirschman *
Jeff Hudson * Ψ
Indira & Natraj Kini
Dr. Alisa Klinger *
Becky & Peter Knell * Ψ
* Donors for two or more consecutive years
Joseph & Tina Scott *
Lendell & Tamika Thompson
Stephanie S. Tolan *
Lauren Fadiman & Cynthia Vitone *
David & Aijuan Wang
Jiann Wang & Maria Chui
Drs. Jian Zhang & Weixin Shen * Ψ
Xuefeng & Xiaotian Zhang *
ψ Nautilus Members (these donors pledge three or more years)
Francine & Michael Tansey
Daniel Tichenor & Michele Kane *
Yong Wang & Ying Tian *
Frank Wu
Fujun Xu & Xianglei Chen
Naidong Zhou & Haicheng Li * Ψ
Julia Zhu
Shelley, Dave, & Shiloh Curtis *
Changkui Ding & Jian Huang
Morgan Carrion
Linda Koo & Michael Drennan *
Mark & Alice Erlandson
David & Sasha Felts Ψ
Jeffrey & Judith Fleuette Ψ
Sylvie Gabriele & Alex Mosavi
CONTRIBUTORS (UP TO $249) Grace Anne Gasperson *
Katherine Aanensen
FRIENDS ($250-$499)
Gasser-Brennan Family * Ψ
Niña Abonal
Mark Adams & Grace Fisher-Adams
Patricia Gatto-Walden * Ψ
The Ackley Family
Biogen Foundation
Michelle & David Gee
Amgen Foundation Matching Gift Gensler
Harold Bernstein & Patricia Foster *
Program *
William Bradham & Paulette AdamsJeanne Gilbert *
Caitlin Andrews
Bradham
Vanessa Godson & Julie Halverson-Godson
Guy & Marla Andrews
Corey & Sharon Brady
Marina & Rich Goldberg *
Rosemarie & Luis C. Ayala * Ψ
The Busse Family * Ψ
Claire Goldsmith Ψ
Alan & Colleen Ball
Cavalier Mills
Cathy Gordon
Tuvya Bergson-Michelson *
Craig & Susan Connally
Mr. & Mrs. Gustavo Grampp *
Chris Bernazzani Ψ
Ava & Nick Cresanta * Ψ
Ellen M. Gruber
SUPPORTERS ($500-$999)
Sophia Bernazzani * Ψ
Peggy Funkhouser *
Joan & Jack Gruber
The Albrecht Family * Ψ
Nathaniel Bernstein * Ψ
Robert Gorlin & Nancy Rabkin *
Ryan Halprin * Ψ
Christopher & Kathleen Arnett *
Jaspreet Bhasin
Torrin Hultgren * Ψ
Eric & Cynthia Hamilton *
Bank of America Charitable Foundation Tim & Lori Hurley
The Boston Consulting Group
Jon & Wende Headley *
The Benevity Community Impact Fund * Seong Sik & Joo Eun Jeon *
Dina Brulles
Ida Belle Hempel * Ψ
The Burke Family *
Darrell & Susan Carr
Svetlana Jitomirskaya & Vladimir
Martin & Daphne Hemsley
Nicole Chahrouri Ψ
Yvonne & Raymond Chen
Mandelshtam
Lynne Hillenbrand & Erik Hovanec *
Yan & I-Lun Chang * Ψ
Catherine Cheney
Dr. and Mrs. F. Thomas Kaplan
Steve & Louise Hindle *
John & Pam Craig *
Flora Hanfang Lee & Jiong Chen Family Robert & Lisa Cornell *
Christina & Warren Holmes
Heather Creeden
Paul Cresanta * Ψ
Karen Lee *
Cathy Homoelle & Horace Marks *
James & Judy Davis *
Adi Liberman * Ψ
Jacqueline DuPont
Byron Lichtenstein * Ψ
Jhon Faghih-Nassiri * Ψ
Daniel & Irene Lin *
Srinivasan Govindarajan
Andrea, Sergio & Nico Lob *
Susan Green & David Thompson *
Manufacturers Bank *
Robin & Stephen Gruber
Merck Foundation *
In October 2015, IEA hosted a fundraising event bringing
Carolyn Hampton Ψ
Edward Mergenthaler * Ψ
together
old and new supporters, staff, board members, and
Bingjin He *
Richard & Meina Mission *
The Hershenson Family
students to learn first-hand about the challenges facing the
Patrick Mitchell * Ψ
Neal & Helene Jenkins *
Joongsik & Rye Moon *
gifted community today and the work that IEA is doing to
Michael Liu * Ψ
Jeesoon Park
address these needs.
Julia Loup
Lincoln Peirce & Jessica Gandolf *
The Ma Family * Ψ
Brian Queen *
As a result of this event, IEA:
Denise McCann Ψ
Maria Ribera & Michael Paddack *
• Raised $43,200 in Nautilus pledges and cash donations,
Chris & Abby Newman *
Rick, Carole & Isabella Rosner * Ψ
John & Rhoda Novak
Carlos & Devinyl Schonfeld *
making this our most successful fundraising event in the
Michael Piechowski *
Linda Shary & Jeffery Logan *
past 3 years!
The Powell Family *
Jonathan Shintaku
• Welcomed over 50 new families to our IEA community
Michael & Farrah Reid
Alison Sowden *
The Sayana Family *
Craig Stuntz & Chrys Gee * Ψ
who had never attended an IEA event before.
Tim Knight & Chi Huang * Ψ
Mei Yan Leung *
Rick & Jennifer Madden Ψ
L. McDonell
Kenneth & Gail Merchant * Ψ
Todd & Megan Morgan * Ψ
Elizabeth Nega & Andrew Agwunobi * Ψ
John & Nancy O’Neill * Ψ
Mingqing Ouyang, Li Wu & Eric Ouyang
William & Susan Piper *
The Pitt Family *
Catharine Riggs & John Witte
Nancy Roberts & F. Bruce Roberts *
Charles Shih & Elizabeth Ericksen * Ψ
Silicon Valley Community Foundation
Erik & Eugena Talvola
Vanguard Charitable
Kishore & Padmaja Yalamanchili * Ψ
Jingwei & Ting Zheng *
Imagine the Impact
4
Bonnie Raskin *
Mark Raskoff *
Rob & Brooke Ratterman
Michael & Cindy Rigsby *
Isabella Rosner Ψ
Charles & Suzanne Rowins *
Brianna Safe
Ryan & Samantha Sakemiller
Mine Sakiyama & Dianne-Enpa Cho *
Suzie Sarkisian
Amy & Steve Scharch *
Stacey Sern & Jonathan Greenberg *
Sultan Shah
Danny & Betina Shain *
Benjamin & Shari Shambaugh * Ψ
Jack Share
Christopher & Barbara Shattuck Ψ
Lorel & Tim Shea * Ψ
Katherine Shih * Ψ
John Spritz & Helen Pelletier
Johnny & Whitney Stange
Charles Stedman *
Mike & Alison Tao
Jean N. Tate *
Jan & Tim Thew *
Noelle Thew Ψ
Matthew & Amber Thompson
Sara Vale Ψ
Sylvia Vientulis *
Dr. Sam Vierra
Rachel Wachman * Ψ
Grace Wang & John Sun *
Hillel Weinberg & Debra Weiner *
Andrew & Chrisann Wilkes
Peter & Susie Wong Ψ
Cecilia Zhao *
Michael & Caroline Zhao
Andy & Monica Zimmerman
Iryne Zziwa-Kabenge
IN KIND DONATIONS
Darrell & Susan Carr
Coffee Bean & Tea Leaf
Paul Lumsdaine (Lab Coat Media)
McKinsey & Company
Chris & Abby Newman
Joel Parod & Claire Armstrong-Parod
IN HONOR OF
Susan Jones Butcher
Donation made by Jean N. Tate
Min-Ling Li
Donation made by Kate Duey
IN MEMORY OF
Justin Carr
Donation made by Darrell &
Susan Carr
VOLUNTEERS
Rebekah Agwunobi
Alexander Albrecht
Lauren Albrecht
Michael Albrecht
Christine Andrews
Marla Andrews
Harry Bendekgey
Sophia Bernazzani
Nathaniel Bernstein
Alphonso Bradham
Nik Brocchini
Wendy Brown
Mia Buettner
Jennifer Burke
Peter Burke
Carnegie Observatory
Outreach Team
David Case
Clara Ceerla
Aveline Chen
Kate Connally
Karen Connolly
April DeGennarro
Manning Ding
George Djorgovski, PhD
Noah Drapala
Anna Enger
Lauren Fadiman
Henry Felts
Dennis Finnerman
Nancy Finnerman
Donna Ford
Dr. Henri Ford
Dr. Amy Gaesser
David Galassi
Aeden Gasser-Brennan
Cathy Gordon
Sarah Gossan
Zoe Gray
Nancy Gutman
Ryan Halprin
Dr. Omid Hamid
Cindy Hamilton
Jack Hamilton
Beth Harris
Arden Hayes
Bingjin He
donor spotlight
Jessica Howells
Edward & Rosemarie Ibañez *
Zadra Rose Ibañez * Ψ
Christopher Jones * Ψ
Mark & Mary Jones * Ψ
In Chul Jung
Junkin Family *
Chris Kaczanowski
Jennifer Kennedy *
Saad Khan
Nadeem Khokhar & Set Fun Chong *
Paige Kirby * Ψ
Beverly Klatt Ψ
Ken Klein & Nano Visser-Klein
Michael & Corrine Kohlmeyer-Hyman
William Kuryan & Melanie Bartfeld Ψ
Tiffany Kwong *
Christine Lando-Marshall
Lauren Lee
James & Michelle Lee
Wendy Leung & Mark Lau *
Vicky Li & Charleson Liu *
Qiao Li
Siew Hwa Beh-Lichtenstein *
Vivian B. Ling Ψ
Shannon Lucas
Mariah MacNeil * Ψ
Trisha Macrae Ψ
Samantha Martinez * Ψ
Maureen McIvor & Eric Christ
Marc & Laura Mengel
Andy Mergenthaler
Edward Mitchell & Lisa Govan *
Bo Yan J. Moran
David & Cathy Morris *
Amy Musser * Ψ
Kate Nelson Ψ
Jonah Newman * Ψ
Madeline Nuñez
Patrick & Alison O’Carroll * Ψ
Jennifer & Eric O’Rafferty Ψ
Jessica O’Toole & Jess Mullen-Carey
LeeAnn O’Toole *
Peggy Otsubo *
Donna Palmatary *
Spencer Palocz & Mary Tripsas *
Richard & Teresa Parsekian *
Glenn & Susan Pascullo * Ψ
Lauren Peng
Brian Petrosky * Ψ
Gary & Mary Petrosky
Biddanda & Deachu Ponnappa
Susan & Charles Randal *
Michelle Hirschman
Michael Jaeger
Sarah Jung
Dr. SeonHo Kim
Dr. Michael Lamb
Christine Lando-Marshall
Isaac Lau
Olivier Leclerc
Emma Liberman
Kaitlin Lim
Melissa Lo
Anna Loup
Paul Lumsdaine
Trisha Macrae
Ashish Mahabal, PhD
Brian Malouf
Cindy Malouf
Horace Marks
Rachael McLaughlin
Kenneth Merchant
Edward Mergenthaler
Meina Mission
Patrick Morton
Issa Nesnas
Dr. Luciano Nocera
Katie O’Neill
Nancy O’Neill
Eric Ouyang
Xander Penzato
Lan-Chi Pham
Cyrus Pirnia
Megan Prichard
Cameron Prieur
Linnea Pyne
Adam Rockmore
Alicia Rockmore
Lucy Rockmore
Rick Rosner
Sudha Sarma
Dr. Van Savage
Tanner Scharch
Benjamin Share-Sapolsky
Robert Share-Sapolsky
Henry Shattuck
Kiran Sridhar
Nathalie Sun
Ellie Surman
Greg Surman
Deborah Symons
Miles Thompson
Sarah Thompson
Tony Travouillon, PhD
Dr. Pamela Yeh
Calvin Zheng
Apprenticeship
Mentors
Dr. Van Savage
Dr. Cyrus Shahabi
Dr. SeonHo Kim
Dr. Marisa Palucis
Dr. Michael Lamb
Dr. Henri Ford
Julie Alexander
Sarah Gossan
SELECTION COMMITTEE
MEMBERS
Laurel Baker Tew
Jhon Faghih-Nassiri
Daniel Follmer
Lauren Gersick
Claire Goldsmith
Joel Hart
Ida Hempel
Chandra Joos
deKoven
Byron Lichtenstein
Jared Liu
Aaron Mieszczanski
Sara Nordhoff
Cristal Ogletree
Nicholas Pascullo
M. Bowen Posner
Adam Sapp
Kristine Sawicki
Cheryl Scott-Mouzon
Marla Simon
Anne Sjostrom
Noelle Thew
Jill Thompson
Rachel Torrey
Jonathan Zucker
Yunasa campers Sultan Shah and
Saad Khan, along with their little
sisters, advocated for Yunasa by
organizing two fundraisers last year.
In August, they performed a concert at
a local gas station in their home town
of Memphis, TN. The campers and their sisters created a Yunasa
banner and decor, brought their guitars and sound equipment, and
entertained a small audience. They donated their earnings to Yunasa.
Sultan and Saad continued their fundraising efforts by petitioning
several buisinesses for donations. Many thanks to Sultan, Saad, and
their wonderful sisters for their help in making Yunasa a reality.
5
Academy
Academy provides year-round enrichment classes focused
on exploration and the application of knowledge.
333
23
Seats were filled in 2015
Students received
financial aid in 2015
Meet Henry
Academy Student | Age 7
“I always look forward to going to my Academy classes. It is fun
that we can discuss exciting subjects and let our discussions
go really deep. I feel like I can ask as many questions as I want!
When class is over, I keep on thinking about what I learned,
which inspires me to research more about it, because it is so
interesting. I have been thinking about my own experiment
related to the Delayed Choice Quantum Eraser Experiment,
that involves people observing the quantum state of the
entangled particle. If my experiment is successful, it should
predict the future!”
Consulting
25
Families were served
by consulting services
“
The work we do goes beyond the classroom.
Thank you so much for allowing me the
opportunity to teach your students. This has
been one of the best experiences of my life...
I have learned so much from the kids. I owe
you and IEA so much. Again, from the bottom
of my heart, thank you.”
Apprenticeship
9
Students participated in 2015
Keep an eye out for EXPLORE, IEA’s new externship
program for 9-11th graders!
Gifted RESOURCE
Center
Parent
Meetings
Parents attended one or
IEA Parent Support
173 more
Group meetings in 2015
6
A word from
the 2015 Bradley
Seminar...
Caroline D. Bradley
Scholarship
83
Scholars were enrolled
in high school in 2015
29
Scholars and 23
Finalists were selected
out of our largest and
most competitive
application pool to date
104
Former CDB Scholars
comprise a growing
Alumni community
Yunasa
100
71
“I believe I am proof that this program is more than just a
financial award. I have received opportunities I could not
have even imagined as an enthusiastic yet slightly nervous
7th grader about to begin her finalist interview. In every
endeavor, I am supported by a far-reaching network of likeminded CDB Scholars. When I toured colleges, CDB Alumni
were there to welcome me, guide me, take me to classes,
and answer my many questions, from specifics about
Middle Eastern Studies programs to “How’s the food?” When
it came time to apply for scholarships, CDB Alums wrote
letters and spoke to program coordinators on my behalf. Being a member of this group – and we’re not just limited
to this room; we extend throughout the country and the
world, in every discipline and career – being a member of
this dynamic, kind, and brilliant community is a reward so
much greater than any monetary amount could ever be. I’m so honored to count myself among the CDB family, and
as I move out of high school into college, I welcome the
opportunity to assist future Scholars as Alumni have done
for me.”
Yunasa and Yunasa West campers
Returning campers
This year, three IEA Alumni served as counselors at
Yunasa and Yunasa West.
NEW FELLOW!
Dr. Amy Gaesser is currently an Assistant
Professor of School Counseling at Purdue
University and collaborates closely with the
Gifted Education Department. Her research
interests include the social and emotional
well-being of gifted students and interventions
blending Eastern, Western, and Energy
Psychology to assist students in overcoming
challenges and reaching their greatest
potentials.
“He doesn’t feel alone anymore which is
more powerful than I can describe.”
- Yunasa Parent
- Devyn Rigsby
2010 Caroline D. Bradley Scholar
The Caroline D. Bradley Scholarship awards highly gifted students with a four-year scholarship
to a high school that fits each Scholar’s individual intellectual and personal needs.
Yunasa summer camps unite highly able youngsters with experts
in the social and emotional development of gifted children to teach
campers techniques for balancing the intellectual, social, emotional,
spiritual, and physical aspects of their lives.
7
Leadership
Officers and Board Members
Advisory Board
Senior Fellows
Dr. James R. Delisle
Retired Distinguished Professor
Kent State University
Dr. Patricia Gatto-Walden
Hap Deneen
VP Brand Consulting
Frukt
James W. Davis
Founder
The Davis Group, Ltd.
Reed Coleman
Chairman and CEO
Madison-Kipp Corporation
Donna B. Ford
Board Vice President
Esquire
Charles V. Wise
Principal
Galileo Planning Group, Inc.
Staff
Dan Goggins
Managing Director
Gaming Investment Banking
Wells Fargo Securities, LLC
Niña Abonal
Program Coordinator
Elizabeth D. Jones
President
Institute for Educational Advancement
Jonathan Shintaku
CEO/Co-Founder
SpotSync, Inc.
Fellows
Dr. Amy Gaesser
Dr. Shelagh Gallagher
Dan Tichenor
Ellen Gruber
Development Coordinator
Zadra Rose Ibañez
Board Secretary
Director of Operations
Institute for Educational Advancement
Megan Prichard
Engagement Manager
McKinsey & Company
Stephanie Tolan
Jennifer de la Haye
Program Coordinator
Jeffrey Hudson
Director of Ride Project Engineering
Walt Disney Imagineering
Chris Newman
Board Chairman
Chief Financial Officer
Serena & Lily
Dr. Michael M. Piechowski
- Advocate
- Become an
EXPLORE mentor
- Donate
- Volunteer
- Write a blog post
Morgan Carrion
Assistant to the President
Carolyn Hampton
Senior Counsel
Warner Brothers Home Entertainment
Kenneth A. Merchant
Deloitte and Touche LLP Chair of Accountancy
University of Southern California
Elizabeth Meckstroth, Emeritus
Dr. James R. Delisle
Seth Freeman
Writer and Producer
Join Us!
Louise Hindle
Program Manager
Zadra Rose Ibañez
Director of Operations
Elizabeth D. Jones
President
“I can never thank you enough for the love, support and
guidance you have given to us over the years. [My son]
has blossomed this year and we owe a large debt of
gratitude to your mentoring and love.”
Tiffany Kwong
Operations Manager
Nicole LaChance
Marketing & Communications Coordinator
Qiao Li
Program Coordinator
Bonnie Raskin
Caroline D. Bradley Scholarship Manager
Brianna Safe
Resources Coordinator
569 South Marengo Avenue, Pasadena, California 91101
Phone: 626.403.8900 | Fax: 626.403.8905
www.educationaladvancement.org
Website & Blog: www.educationaladvancement.org | Facebook: www.facebook.com/IEAgifted
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