Leadership Metro Richmond, Inc.
9211 Forest Hill Ave
Suite 200-A
Richmond VA 23235
Mission Statement

Leadership Metro Richmond is increasing the quantity of diverse, prepared and informed community leaders engaged in the Richmond region.  Specifically, LMR connects diverse leaders for better understanding and problem-solving; equips leaders with knowledge of key regional issues and with leadership skills, encourages respect of all individuals; creates opportunities for high performing conversations and encourages leaders to serve unselfishly.   

 
Web and Social Media
Class of 2017 Fall Retreat
Leadership
CEO/Executive Director Myra Goodman Smith
Board Chair Ms. Trina Lee
Board Chair Company Affiliation CarMax
Contact Information
Address 9211 Forest Hill Ave
Suite 200-A
Richmond, VA 23235
Telephone 804 343-1500
Fax 804 343-1818
E-mail admin@lmronline.org
History and Background
Year of Incorporation 2001
Financial Summary
 
 
Projected Revenue $674,412.00
Projected Expenses $674,274.00
Statements
Mission

Leadership Metro Richmond is increasing the quantity of diverse, prepared and informed community leaders engaged in the Richmond region.  Specifically, LMR connects diverse leaders for better understanding and problem-solving; equips leaders with knowledge of key regional issues and with leadership skills, encourages respect of all individuals; creates opportunities for high performing conversations and encourages leaders to serve unselfishly.   

 
Impact

 

FY16  Accomplishments
 
Leadership Quest 
In 2016, sixty-four diverse individuals completed Leadership Quest, LMR's 10 month flagship program.  Ninety-eight percent of the participants' expectations were met or exceeded.   Program evaluations measured knowledge gains, which averaged 56%, an increase from 41% in 2015.
 
Lora M. Robins Speaker Series 
LMR partnered with the Robins Foundation to present the Lora M. Robins Speaker Series, entitled "Education: Providing Mobility and Equity".  Three interactive sessions were held with national thought leaders and 98% of the 230 participants indicated their overall assessment of the series was excellent or good. 
 
Coaches RVA
Thirty-eight LMR members (25 from the most recent class of Quest) were recruited and trained to serve as coaches for Partnership for the Future's college bound freshman who are from challenging circumstances and communities in our region. The LMR members commit to serving as coaches throughout the students college experience.   The Partnership recognized LMR with its 2016 Pacesetter Award in August.
 
FY17 Goals
  
 
Leadership Quest Scholarships
Secure funding for individuals leading within challenging communities to attend Leadership Quest and as a graduate (member) secure lifelong opportunities to expand their network, stay informed on regional issues and obtain important leadership tools. 
 
Outcomes Research
Launch planning and research to conduct longitudinal research and develop outcome measures for Leadership Quest. LMR will partner with Dr. Chris Reina, a professor at the VCU School of Business to develop hypotheses and conduct longitudinal research to measure participants' outcomes and their engagement.
 
Partnerships and Collaborations
LMR's goal is to continue to develop partnerships and collaborations that provides members and community leaders with opportunities to be more informed, to obtained various perspectives on issues, to sharpen their leadership skills and to be engaged in our region, including board service.   
Needs

Top Pressing Needs

 
Leadership Quest Scholarships 
Funding that provides scholarships for individuals that are leading within challenging circumstances and communities and have limited resources to  participate in Leadership Quest. Scholarship will include transportation support.
 
Funding Needs
$1,000 per year for five years (multi-year)
$5,000 per participants for enrollment in Leadership Quest Class 
$25,000 endowment for enrollment for one participant in perpetuity.
 
 
Quote from a current Quest class member: "I wish every leader in Richmond could attend this stimulating program and I am super excited about being a part of something so powerful, as well as impactful - thank you LMR!!"" 
 
Capacity Building - Outcomes
Funding to support the development of Leadership Quest outcome measures and methodologies that will support longitudinal  research on the program's impact on leaders and their communities.
 
Funding Need
$20,000
 
Capacity Building - Information Technology
 
LMR has a CRM database and portal that enables members to query community leaders' interest and expertise, hold discussions around key issues, share important community information and register for programs.   
 
Funding Need 
$ TBD 
Background
By the end of the 1970s, Richmond had come through a tumultuous period where issues of annexation, busing, and school consolidation had created deep divisions in the community. It was clear that the city need not only to bridge the racial divide but also to build bridges among jurisdictions within the region. At the same time, the nature of Richmond’s business community was shifting. Small businesses were beginning to play a larger role in stimulating the local economy, yet business leaders remained disconnected from the larger community.
 
Carlton Moffat, the then president of the Richmond Chamber, learned about a trend in the establishment of community leadership development programs across the nation. Moffat thought that a program such as this in Richmond would go a long way toward supporting growth and diversity in a changing socio-economic climate. Moffat began conversations with key leaders such as: Stewart Bryan, James Picone, and Betty Diener. By May of 1980, the program had a name – Leadership Metro Richmond. The committee (Moffat, Bryan, Picone, and Diener) was charged with creating a program that would “help develop the emerging and existing leadership in our community”
 
The committee reached out to companies and organizations, asking them to nominate employees and to financially supporting their participation.Forty individuals were selected and they were broadly representative of the community. From the beginning, the program gave people the opportunity to broaden their view of the region, introducing them to ideas and issues that they would otherwise not have been exposed to. Second, it brought together young leaders from diverse communities.
 
Working with a large number of self-identified leaders has its inherent problems. From the start, the classes were outspoken, confrontational, opinionated, and self-assured. LMR worked to establish the recognition that each individual at the table has an equally important perspective to contribute to the conversation.
 
Leadership Metro Richmond’s first class graduated in 1981. During the past thirty-six years, LMR has conducted an annual class, now called Leadership Quest, and from that our graduates/membership has grown to over 2,000. Today, Leadership Quest and other LMR programs and activities are provided for leaders to be and stay connected, to be informed about community issues and leadership tools and be inspired to be inclusive, collaborative and unselfish in service.
 
CEO Statement
As our region's population becomes more diverse and our community issues become more complex, there is a need for greater dialogue and deeper perspectives.  LMR creates connections and greater understanding among diverse leaders, which will create anenvironment for inclusive voices.
Our region is experiencing an exodus of baby boomers from public service and nonprofit governance tables.  Societal shifts in civility and ethics are impacting community leadership and followership. The need for LMR is as critical today as it was in 1980.
We will continue to create programs and opportunities that will increase the number of informed and prepared leaders that have a desire to serve and the ability to lead.
Our overall focus is best explained in the words of Dr. Joe Sumner of Auburn University.  He states that a "community' s economic vitality is largely dependent upon its quantity of leaders and how (individually and collectively) they talk, act, decide and interact with one another." 
Areas of Service
Areas Served
Area
Metro Richmond
Greater Richmond Area
Charles City County
Chesterfield County 
Goochland County
Hanover County
Henrico County
New Kent County
Powhatan County
Richmond City 
Board Chair
Board Chair Ms. Trina Lee
Company Affiliation CarMax
Term July 2017 to June 2018
Email trina_lee@carmax.com
Board of Directors
Board Members
NameAffiliation
Mr. Chris Accashian St. Francis Medical Center
Mrs. Robin Brewster Community Volunteer
Mr. John A. Budesky Goochland County
Mr. Henry C. Coleman SunTrust Bank
Ms. Tracy Coogle Richmond Ballet
Ms. Kimberly Dickerson WestRock
Mr. Charles W. Donato Dominion
Mr. George Forsythe WellsColeman
Mr. Wendell Fuller Fuller Wealth Advisors, Inc
Ms. Hattie Hamlin First Tennessee Bank
Mr. Stephen Hayes WTVR-TV, CBS 6
Ms. Trina Hoppin Lee CarMax
Mr. Robert Jones Alliance Group
Ms. Holli Killius Altria
Mr. Otto Konrad Williams Mullen
Mr. Eric C. Lin The VIE Group
Mr. Gary Mance Wells Fargo
Ms. Lynn McDaniel Advantus Strategies
Dr. Wanda Mitchell Virginia Commonwealth University
Ms. Joyce Parker-Johnson Abaca Business Plans, Inc.
Ms. Paula Reid Henrico County
Mr. Michael Rosser Bank of America
Mr. Christopher Shockley Virginia Credit Union
Ms. Mona Siddiqui Commonwealth of Virginia
Ms. Sarah Snead Chesterfield County
Ms. Karen J. Stanley CARITAS
Ms. Candice L. Streett Local Initiative Support Corporation
Mr. Jonathan Zur Virginia Center for Inclusive Communities
Board Demographics - Ethnicity
African American/Black 7
Asian American/Pacific Islander 2
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 13
Female 14
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 75
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Percentage Making In-Kind Contributions 25
Number of Full Board Meetings Annually 5
Risk Management Provisions
Directors and Officers Policy
Commercial General Liability
Workers Compensation and Employers' Liability
Standing Committees
Board Governance
Finance
Executive
Community Outreach / Community Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Program / Program Planning
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Comments
From President & CEO:
 
Leadership Metro Richmond is very fortunate to have an engaged and supportive Board. The CEO and Board have worked for the past 6 years to create a climate and culture that empowers and enables the Board to govern.  Program delivery roles have been removed and their current focus is on strategic planning, policy development, financial oversight, fund raising, sustainability and supporting/assessing the CEO. 
Executive Director
Executive Director Myra Goodman Smith
Experience
Myra Goodman Smith, a native of Richmond, is the President and CEO of Leadership Metro Richmond, beginning this role in July 2010.
 
Myra has over 30 years of diverse non-profit management and leadership experience, serving in various roles at the United Way of Greater Richmond & Petersburg.  She was AVP for Community Programs, VP of Organizational Development and Planning, VP of Operations and VP of Corporate and Foundation Relations.  Myra also served as VP of Campaigns, leading the community-wide fundraising program that generated, on average, $20 million annually, including the largest campaign in the local United Way’s history, $22.6 million.
 
Before United Way, Myra was an Institutional Researcher for John Tyler Community College and an Economic and Community Development Planner for the Piedmont Planning District Commission in Farmville, Virginia
 
Myra's community leadership began in her teen years as a member of the Richmond Youth Advisory Council and later became one of the youngest appointees by City Council to the Youth Services Commission. She has served as an intern in local and state government, including the Office of the Lieutenant Governor.  Myra served as Chairman of the Board for the National Kidney Foundation of the Virginias, Chairman of the Governor’s Award for Volunteering Excellence and as a member of numerous commissions, boards and task forces. She was a gubernatorial appointee to the Governor’s Advisory Board on Volunteerism and is a graduate of LMR  Class of 2006.
 
Currently, Myra serves on the Boards of the Alzheimer's Association, the Institute of Philanthropy at UR, the Community Affairs Advisory Board of the Junior League and the Jenkins Foundation.  Virginia Lawyers Weekly named her as one of the most “Influential Women in Virginia”.
 
Myra holds a Bachelor’s degree in Urban Studies and Planning and a Masters of Public Administration from Virginia Commonwealth University.
 
Senior Staff
NameTitle
Vikki Barth Director of Operations
Staff
Full Time Staff 2
Part Time Staff 3
Volunteers 150
Contractors 1
Retention Rate 100
Plans
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 3
Date Strategic Plan Adopted June 2014
Management Succession Plan? Yes
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Collaborations
Robins Foundation - The Lora M. Robins Speaker Series
The Community Foundation - Board Leaders Roundtable
The Partnership for the Future - Coaches RVA
WCVE - RVA Leaders Believe
Member - Capital Region Collaborative Council 
 
Awards
Awards
Award/RecognitionOrganizationYear
Pacesetter AwardPartnership for the Future2016
Programs
Description
Each year LMR recruits a diverse group of 60+ individuals  to participate in our region's community leadership development program, Leadership Quest. 
During this 10 month program, participants are given tools that are essential for regional leaders, such as polarity management and cultural communications. In  addition, members of the class meet with experts and decision-makers who shape issues critical to our community.   Topics include workforce development; transportation; education; housing and our regional identity.
 
Understanding community issues' goals, measures and processes are often seen as ambiguous due to so many stakeholders.  Participants meet the challenge of ambiguity by immersing themselves in a regional issue of their choice. They gain in-depth understanding of a regional issue. They also have the opportunity to recommend solutions, which they may share and/or become engaged in.  
Population Served Adults
Budget $114,770.00
Short Term Success
Leadership Quest is evaluated annually.  A  retrospective,  pre-and post  evaluation is conducted to measure the participants knowledge gains on the 10 primary community issues and community leadership skill presented.  Their level of met expectations are measured, along with additional desired results.
 
FY17 Short Term Goals
  • 100% of participants expectations were met or exceeded.
  • Knowledge gain of participants averaged 62%, 
Long Term Success
Long term success measures  for community leadership programs is not widely documented.  Leadership Quest is designed  and aligned with LMR's purpose, mission, values, beliefs and guiding principles.
 
In FY17, we hope to begin a  partnership with  Dr. Chis Reina, a professor at the VCU School of Business, to create the long term outcome measures and initiate longitudinal research.  This could be one of the first in the community leadership development sector. 
 
Desired results from Leadership Quests:
 
Behavioral Outcomes - Internal
Evidence of participants' mindfulness of guiding principles, such as inclusion
Evidence of the improved well-being of participants
 
Behavioral Outcomes - External 
Evidence of willingness to take on new community role
Evidence of acceptance of community leadership role 
 
Community and Organizational Impact
Evidence of  impact on  community capital, such as health, philanthropy and environmental.   
Description
Coaches RVA is a collaborative project with Partnership for the Future (PFF). The purpose of PFF is to provide high-potential high school students from challenging circumstances with tools and experiences necessary to enroll in higher education. This multi-year program provides coaching and guidance to PFF college students throughout their college experience by pairing students with LMR members, who serve as volunteer coaches.
 
As we begin our second year of Coaches RVA, 38 volunteers have been recruited from the  LMR membership (25 from the most recent class of Leadership Quest). Background checks are conducted and coaches participate in a training conducted by the Virginia Mentoring Partnership. Volunteer coaches commit to work with their students throughout their college experience, interacting with them on an agreed time frame.  Such comprehensive support is designed to ensure student success and ultimate graduation from their university/college.
Population Served Adolescents Only (13-19 years)
Budget $40,000.00
Short Term Success
Short Term Goals
(Benchmarks will be set with the current class) 
 
% of volunteers and students who say their experience in the program was excellent or good
% of volunteers and % of students who perceived their match paring was excellent and/or good
% of volunteers and students who perceived a very good and/or good level of trust in their relationship
% of volunteers will report feeling energized by their responsibilities
% of volunteers who helped students towards achieving their academic goals
% of students who indicated that the volunteer helped them focus on their career goals
% of students who stated that their volunteer match has made them more positive about the future
% of students who indicated that they have more support to succeed as a result of the program.
Long Term Success
Long Term Goals
The long term success of Coaches RVA is that 100% of the students complete their college programs and receive a degree/certification. Success is also desired for the Coaches, in which they find their experience satisfactory and engaging.
Description

To strengthen our community’s leadership, LMR  partners with the Robins Foundation to present an interactive speaker series that brings nationally known thought leaders to our region to discuss issues facing our communities. The Lora M. Robins Speaker Series is a low fee program to ensure accessibility by all community leaders. In 2016, the series was entitled "Education:  Providing Mobility and Access". There is much debate on how we tackle the barriers that hinder equity and access in education and create sustainable solutions. The series was promoted throughout our region and across the state, attracting over 200 participants.   Plans are underway for the 2017 series.

 
In 2016, 98% of the 230 participants indicated that the overall assessment was excellent or good.  
Population Served Adults
Budget $40,000.00
Short Term Success
Short Term Success
 
100% of  participants states that the overall assessment of the Series was excellent or good.
Long Term Success The ultimate change for this program is difficult to measure.  Success may be the personal changes, the increased knowledge and the engagement of the participants in address our communities needs in the areas defined by the series topics.
Description
In 2013,  LMR's research found that approximately 70% of  Quest graduates became members of boards, with 47% % indicating that they engaged in a leadership role.  LMR has two programs that creates impact in this area:
 
Board Leaders Roundtable  
This partnership with the Community Foundation provides a series of interactive  educational sessions for approximately 20 nonprofit board chairs/chair-elects and for board treasurers.   The first three part session for Chairs exceeded or met expectation for 100% of the participants.  The second series will be completed in September 2016. For the Treasurers, their sessions will include financial policies, reporting, board education and working with auditors. 
 
Member to Member Board Connector 
This program is designed for LMR members who are seeking new board members for their organization and for members who are seeking board service opportunities.This informal networking event, held once a year, creates face-to-face connections for engagement.
 
Population Served Adults
Budget $15,000.00
Short Term Success
 
Short Term  Goals 
 
For Board Leaders  Roundtable
 
100% of participants indicate that the information presented will be helpful for their leadership role
 
100% of participants indicate that their expectations were met or exceeded
 
Member to Member Board Connector 
Benchmarks need to be set for this program.  In our second year, evaluations will be conducted.  Our initial measures for success includes board prospects identified, board members recruited and met expectations of participants. 
Long Term Success
Ultimate change for this program is an increase number of prepared and informed diverse leaders serving on public service and nonprofit boards in our region.
 
An additional goal is that all Leadership Quest graduate become engaged with board service.
CEO/ED/Board Comments
Leadership Metro Richmond's strategic plan addresses our need  for effective and impacting programs.  It states that:
 
"LMR must ensure programs support the development of community leaders by creating and delivering opportunities that are strategically aligned, accessible and that will achieve positive measurable impact."
 
In addition,  our strategic plan states that "LMR should employ a social enterprise philosophy to create and develop mission-driven ventures that address community leadership and frame strategies as investment products to diversify revenue."
 
Collaboration is one of LMR's guiding principles and our strategy is to leverage partnerships and develop a framework that will connect members to community engagement opportunities that delivers value and creates community impact. 
Fiscal Year
Projected Revenue $674,412.00
Projected Expenses $674,274.00
Endowment Value $2,525,145.00
Spending Policy Income Only
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$220,169$264,535$236,313
Government Contributions$9,837$9,837$9,837
Federal------
State------
Local$9,837$9,837$9,837
Unspecified------
Individual Contributions$131,932$96,753$83,551
------
$250,382$222,763$217,625
Investment Income, Net of Losses------
Membership Dues------
Special Events------
Revenue In-Kind$21,216$2,000--
Other$668----
Expense Allocation
Fiscal Year201620152014
Program Expense$407,456$377,413$342,888
Administration Expense$138,387$136,453$141,988
Fundraising Expense$76,409$72,869$67,827
Payments to Affiliates------
Total Revenue/Total Expenses1.021.020.99
Program Expense/Total Expenses65%64%62%
Fundraising Expense/Contributed Revenue21%20%21%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$180,935$133,378$124,204
Current Assets$163,732$120,115$102,896
Long-Term Liabilities$9,604$2,029$5,691
Current Liabilities$57,207$29,177$25,496
Total Net Assets$114,124$102,172$93,017
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities2.864.124.04
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets5%2%5%
Capital Campaign
Currently in a Capital Campaign? No
State Charitable Solicitaions Permit
Solicitations Permit
VDAC ApprovalView
Comments
Organization Comments
From CEO:
 
LMR has a focus on fiscal accountability and sustainability. The diversification of our revenue is a key objective of the organization. In Fall 2015, LMR hired it's first development director and have added to our current streams of funding (corporate, foundations, individuals and fees) a focus on planned giving, formation of scholarships and major giving.
 
 LMR is a well fiscally managed organization that has received a clean independent audit for the past 5 years.