2016 ANNUAL REPORT

2016 The Year of TransitionsENNEAGRAM STUDIES IN THE NARRATIVE TRADITION

www.EnneagramWorldwide.com

Enneagram Studies in the Narrative Tradition (ESNT) is a not-for-profit organization dedicated to transforming lives and creating a more compassionate world. Our mission is to refine and advance Narrative Tradition programs to transform human consciousness through our unique and unparalleled curriculum, which integrates psychological, spiritual and somatic practice.

3 President’s Letter

4 2016 by the Numbers

5 ESNT Leadership

6 Financials

7 2016 Donors

8 Your Gift Matters

9 How to Support Us

Contents

As we were preparing this report, we learned that our beloved co-founder, David Daniels, MD, had died. David’s goal was simple: To bring the Enneagram to the world. And he did. David had the foresight in 1988 to encourage and join with Helen Palmer to launch the world’s first professional training program for aspiring Enneagram teachers. He modeled the requisite skills and set high standards for us all. His vision of an organization to hold and disseminate the work has led ESNT to the vibrant and growing institution we are today.

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“The only constant is change” speaks volumes about how ESNT has evolved over the last fiscal year. What started out as a bright idea and blueprint six years ago has been built with a firm foundation, now housing the treasured belongings of the Enneagram in the Narrative Tradition.

The patient and gifted leadership of Paul Strasburg, our former President, produced a board of directors with unparalleled dedication, skill and commitment to the great work that Enneagram study and practice invites. He leaves the board with a compelling mandate to continue to shape a sturdy and sustainable organization.

Our first Executive Director, Mary Jo Ruccio, retired in May 2016 knowing she was responsible for creating the frame of our home and the building blocks of our future. ESNT is forever in her debt.

We welcomed our new ED, Mary Freund, who has had a keen eye on honing our structure and process, and brought definition and clarity to the way we work to serve our current and future participants. Under her leadership, we opened a new office in Boulder, CO.

Also in May 2016, our co-founder, David Daniels, became Core Faculty Emeritus due to health concerns. He passed away on May 26, 2017. The Enneagram Community reverberates with sadness, along with deep gratitude for David’s teaching and the profound impact he has had on so many people around the world. Honoring David’s lifelong commitment to bring the Enneagram in the Narrative Tradition to ever-widening circles of people and communities, through outreach and innovation, ESNT is establishing the David Daniels Legacy Fund.

Our Core Faculty members – Helen Palmer, Terry Saracino, Peter O’Hanrahan and Renée Rosario – collectively taught 672 students attending Enneagram Narrative programs during 2016. Another Core Faculty member, Marion Gilbert, took a leave of absence from teaching.

Delightfully, along with all these noteworthy changes, we experienced another successful fundraising campaign! Our donors and supporters are living proof of the hope our work inspires through our mission to transform the world, one person at a time. We look forward to continuing to educate, grow with and serve you in the years to come.

In gratitude,

Sheryl Cohen, PhDPresident, Board of DirectorsEnneagram Studies in the Narrative Tradition

President’s Letter

2016 The Year of

TRANSITIONS

Our donors and

supporters are living

proof of the hope our

work inspires through

our mission to

transform the world,

one person at a time.

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2015 The Year of Integration

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2016 by the Numbers

274,632 visits to our website from 202 countries and

territories. Enneagram Professional Training Program taught in

13 countries. 672 attendees of Enneagram Narrative programs

taught by our Core Faculty. 5 new Certified Teachers and

8 new Certified Professionals in our U.S. programs. 2958

registrants of our free Enneagram Narrative in Your Life

webinar series and 4542 views of free webinar videos.

2164 subscribers to our online test. Training income:

$544,094. Training expenses: $499,517. Sustaining grants:

$75,136. Fundraising and other income: $86,635. Net product sales: $39,475. Donated services: $43,300.

Enneagram Intensive 2.0, Menlo Park, CA

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ESNT Leadership

Sheryl Cohen Chris Copeland Donna Chase Gerry Fathauer Paul Strasburg President Secretary Treasurer Member Past President/Advisor Cincinnati, OH Winston-Salem, NC Phoenix, AZ Cleveland, OH Worthington, MA

Board of Directors

Helen Palmer Terry Saracino Peter O’Hanrahan Renée Rosario Berkeley, CA Denver, CO Richmond, CA Boulder, CO

Core Faculty

Our Staff

Mary Freund Evangeline Welch Pat O’Hanrahan Allison DeHart Executive Director Marketing Director Database Manager Accounting Manager and and Webmaster and Internships Learning Communities Registrar

Elizabeth Elkins Newcomer Tari Muir Barb Allgaier Social Media Manager Administrative Programs Manager Assistant and Registrar

Photo not available

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2016 Donors

Michael and Margie BaldwinTom BaldwinWalter BeamDona BeitelBoettcher Foundation matching grantAhshua and Vincent Robinson BoltonFred Boykin and Jack KillenRick BradstreetJohn BrettPatricia Burbank and Michael KilgroeDeborah BurdittDale CasperDonna ChaseSheryl CohenChris CopelandDavid DanielsAllison DeHartKaren DeHartMary DoyleBernice E Van DortNancy EmbryGerry FathauerMary FreundMargot FunkeAnne GearyClaire GordonSheila GrantJean HalloranLorraine HancockMartin HawkesDon and Carol JacksonSue JonesPetra LackeyJean LapointeCeleste LeBlancSteve LiggettVictoria LoorzCarl MarsakPatricia MartinJP McIvorMary Melbo

Ron MeyerJoni MinaultMargo MontgomeryMarcia MullerPeter and Pat O'HanrahanHelen PalmerGerry and Adele PhelanLouise Phipps SenftCourtney PinkertonJoyce PlazaGail ReganTheresa RembertTeresa RocheRenée RosarioRosengarten-Van der Grift Family Foundation, Inc.Mary Jo RuccioTerry SaracinoAnna SchmidtMike and Nancy ShayesonCharlotte ShepicLizette ShinmachiJo Anne SmithMorgan SmithTimothy SmithMargaret StegeN'Shama SterlingPaul StrasburgVichien TangudtaisakTod TappertLiz TomskiJan TuralaVitorelo Family Living TrustMary WamplerMartha WatersJanell WeberEvangeline WelchBarbara WhitesideDaphne WhitmanMonirah WomackCarolyn Workman

Thanks to your generous support, we achieved 100% of our $80,000 fundraising goal in 2016.

We make every effort to list all donors and ensure correct spelling. If you find that your name has been inadvertently omitted, or is listed incorrectly, please contact us at allison@enneagramworldwide.com.

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2016 Financials

Income Trainings $544,094 Sustaining Grants $ 75,136 Fundraising $ 74,125* Net Product Sales $ 39,475 Donated Services $ 43,300 Fee Income $ 10,712 Other $ 12,510____________________________________Total income $799,352

Expense Training Expenses $499,517 Miscellaneous $ 95,694 ** Operations $ 60,461 Marketing $ 50,016 Website $ 47,523 Royalties $ 15,382 International Mgt $ 12,000 ____________________________________

Total expenses $780,592* ESNT received pledges for more than $80,000 in 2016, with remaining pledged funds received in January 2017.

** Includes database, credit card fees, professional fees, travel and other expenses

Assets Cash $133,591 Inventory $ 7,007 Net Fixed Assets $ 41,991 Other Assets $ 1,777 Total Assets $184,366

Liabilities & Equity Current Liabilities $ 4,157 Equity Net Assets $161,449 Net Income $ 18,760 Total Equity $180,209

Income Statement

Balance Statement

Total Liabilities & Equity $184,366

Your Gift Matters

Here’s how your gift changes lives:

You enable us to expand our training programs and outreach efforts while keeping fees as low as possible.

You support us in training and certifying teachers, professionals and emerging leaders who are committed to deep self-awareness and making a difference in the world.

You help people from all walks of life gain greater understanding and compassion for themselves and others.

Through our growing circle of more than 1,000 Certified Enneagram Teachers and Professionals in the Narrative Tradition, your gift will ripple out to impact thousands worldwide, transforming lives and creating a more compassionate world, one person at a time.

Enneagram Studies in the Narrative Tradition is a not-for-profit organization founded in 2011 to continue and expand the work started in 1988 by Helen Palmer and David Daniels, MD, for generations to come.

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The Enneagram Narrative Learning Community in Menlo Park, CA

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How to Support Us

We rely on individuals like you, businesses, and a sustaining grant to support our mandate to continue to shape a sturdy and sustainable organization.

Our 2017 fundraising goal: $95,000

There are a variety of ways to support ESNT. A contribution may start as small as a $10 one-time or monthly donation, or you can give stock, transfer your airline miles, or shop at AmazonSmile. Please consider contributing today and learn more about the various ways to gift us at www.EnneagramWorldwide.com/donate/. Or send a check payable to “ESNT” to Executive Director Mary Freund at 1942 Broadway, Suite 218, Boulder, CO 80302.

Beyond a financial donation, there are several other direct ways to support us. You or your organization can:• Participate in our trainings and workshops.

Our Enneagram Narrative Curriculum’s rich, integrated structure makes it easy to find just the right programs for you. The heart of the curriculum is the Enneagram Narrative Core Program, free-standing and complete in itself for your own personal development, or the starting point if you want to become proficient as an Enneagram Narrative Teacher or apply the Enneagram Narrative in your professional work.

• Refer colleagues, clients, friends and family to our programs. Most of our participants come from direct one-to-one referrals.

• Bring an Enneagram Narrative program to your community. The ESNT Collaboration Initiative makes our teachings more accessible to people throughout the U.S. and Canada by partnering with Certified Teachers and other Enneagram enthusiasts to bring Enneagram Narrative Weekends to their local area. For more information, please contact Executive Director Mary Freund at mary@enneagramworldwide.com or call 866-241-6162, ext. 711.