Lifelong Learning Institute in Chesterfield County, Virginia, Inc.
13801 Westfield Road
Midlothian VA 23113
Mission Statement

The mission of the Lifelong Learning Institute is to provide lifelong learning opportunities for midlife and older adults. LLI provides education, fitness, and social activities for its members.

Leadership
CEO/Executive Director Rachel E Ramirez
Board Chair Dr. John Lemza
Board Chair Company Affiliation John Tyler Community College
Contact Information
Address 13801 Westfield Road
Midlothian, VA 23113
Telephone 804 378-2527
Fax 804 897-1649
E-mail info@llichesterfield.org
History and Background
Year of Incorporation 2006
Financial Summary
 
 
Projected Revenue $198,000.00
Projected Expenses $198,000.00
Statements
Mission

The mission of the Lifelong Learning Institute is to provide lifelong learning opportunities for midlife and older adults. LLI provides education, fitness, and social activities for its members.

Impact LLI Chesterfield currently serves over 800 older adults in the community.  We offer over 500 classes each fiscal year. Partnerships with the Virginia Center on Aging at Virginia Commonwealth University, Chesterfield County, Chesterfield County Public Schools, John Tyler Community College and HCA CJW Health Systems  bring strong support and stability to the programming.  LLI Chesterfield continues to attract a diverse membership and highly qualified faculty while providing innovative programming. The scholarship program has helped a number of older adults to participate through partial or full scholarships and payment plan options.
Needs
  • In the past five years, membership has increased nearly 50%; therefore, increased parking capacity is a critical need.  Estimated cost to meet this need may exceed $20,000.  
  • An increasing number of our students have difficulty hearing presentations and discussions.  An improved sound system in each room would benefit all students and instructors.  Estimated cost for this project is $5000.
  • Our building and classrooms are cooled by antiquated, loud window unit air conditioners, which makes it difficult to hear presentations and class discussion.  A new cooling system will need to be coordinated with the county, and the estimated cost may exceed $40,000.
  • Scholarship funding is an ongoing need which allows us to continue assisting those who cannot afford the $150 annual cost of membership.
  • The Lifelong Learning Institute is always looking for volunteer instructors who are knowledgeable in their fields and interested in sharing their expertise with our students.
Background Founded in 2006, LLI Chesterfield is a member of the Road Scholar Institute Network of Lifelong Learning Institutes.  We have formed solid partnerships with the Virginia Center on Aging at Virginia Commonwealth University, Chesterfield County, Chesterfield County Public Schools, John Tyler Community College and HCA CJW Health Systems.  In partnership with Chesterfield County Public Schools, our classes take place in a "retired" elementary school building, the Watkins Annex.  We have grown from 60 members and a dozen course offerings to over 800 members, exceeding 500 classes, ranging from the arts and dance, to computers, to literature, health and wellness and history.  Our courses span 14 categories and include social opportunities and trips as well.  We have a member supported library and lounge for our membership to enjoy.  We benefit from an active board of directors consisting of representatives from our partners, members, and individuals from the community. 
CEO Statement The Lifelong Learning Institute in Chesterfield is an amazing place.  Each of the independent and vibrant older adults bring unique attributes to the program while developing strong friendships, support systems and growing and learning in all of the courses that bring them interest.  Whether sharing their talents, skills and passions or engaging in "that dance class" they desired or loved from their youth, our membership are engaged in a joy filled environment.  Our volunteers carry our program; from our generous faculty, to our office assistants, library volunteers, social committee and curriculum committee, we could not exist without them.  LLI Chesterfield remains that "best kept secret" that isn't much of a secret any more!  Filled with that LLI joy, I am honored to be a part of a place that every older adult should be afforded the opportunity to experience.
Board Chair Statement

Since the founding of the Lifelong Learning Institute in Chesterfield County, it has continued to remain a magnet that draws the most interesting instructors and most interested students to programs that serve the needs of the area’s 50+ residents. It offers an environment rich with classes and events that satisfy intellectual curiosities, provide physical activities and offers exciting local travel opportunities. The LLI provides a place where members can engage with instructors, socialize with one another and have the freedom to try something new. Also important, the LLI is a civic-minded organization whose members participate in events and activities that benefit the wider community.

As President of the Board of Directors, faculty instructor and member of the LLI since 2004, I am amazed by the growth of our organization from a small cluster of academic classes to a vibrant organization pulsing with interest and excitement driven by a semester-by-semester catalog of dozens of courses and activities. As I walk the halls of our building I pass by foreign language, literature, history, finance, computer, art, dance, yoga and fitness classes. I can find rooms full of members socializing over puzzles, card games, birthday celebrations and handicraft sessions. My eyes and ears also enjoy the treat of member-directed performing arts – singing, recitals and acting. It has become a place with something for everyone, a place to learn, to share and to be with friends. Welcome to the LLI!
Areas of Service
Areas Served
Area
Metro Richmond
Tri-cities Region
Richmond, City
Amelia County
Chesterfield County
Chester
Ettrick
Hopewell, City
Powhatan County
Although we are located in Midlothian, our membership comes to us from all over the greater Richmond metropolitan area.  We currently serve individuals from over 28 surrounding zip codes. There is no requirement that limits membership to any particular location. Our convenient location near 288 and Midlothian Turnpike makes our location accessible to all.
Board Chair
Board Chair Dr. John Lemza
Company Affiliation John Tyler Community College
Term June 2016 to May 2017
Email jlnklemza@verizon.net
Board of Directors
Board Members
NameAffiliation
Dr. Ed Ansello Virginia Center on Aging
Tim Bullis Chesterfield County Public Schools
Adrienne Byrne HCA CJW Medical Centers
James E Davidson Jr.Davenport & Company LLC
Dr. Christine Diggs John Tyler Community College
Dr. Bob Ferguson Retired
Denis Greaney Community Volunteer
Rev. Pernell J Johnson First Baptist Church of Midlothian
Steve Kunnmann Retired
Debbie Leidheiser Chesterfield County
Dr. John Lemza Community Volunteer
Annebel V Lewis LLI Faculty
Christopher M McCarthy White & McCarthy, LLC
Wayne Phillips LLI Member
Harry L Rast JrRetired
Lillie Stratton Retired
Judy Sweet Retired
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 15
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 11
Female 6
Governance
Board Term Lengths 3
Board Meeting Attendance % 73
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Percentage Making In-Kind Contributions 65
Number of Full Board Meetings Annually 11
Standing Committees
Distributions/ Grant Making
Communications / Promotion / Publicity / Public Relations
Endowment
Executive
Finance
Investment
Membership
Nominating
Program / Program Planning
Scholarship
Strategic Planning / Strategic Direction
Volunteer
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director Rachel E Ramirez
Experience

 

Rachel Ramirez joined VCoA in March 2014 as Executive Director of the Lifelong Learning Institute in Chesterfield (LLI), which we co-sponsor with Chesterfield County public schools and government. As LLI´s primary resource, she is responsible for managing the operation, developing course curricula and events, recruiting faculty, and coordinating volunteers. Rachel holds a Bachelor's degree from Regent University in Organizational Leadership and Management. She has experience in management, organization, customer service, finance and business analysis. Rachel is excited to combine these experiences in her leadership role at LLI to continue enriching the lives of the people they serve and expanding the programs that are offered.


Former CEOs
NameTerm
Debbie Leidheiser Nov 2004 - Aug 2007
Monica T Ruiz-Hughes Sept 2007 - Mar 2014
Staff
Full Time Staff 1
Part Time Staff 2
Volunteers 94
Contractors 0
Retention Rate 100
Plans
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Under Development
Years Strategic Plan Considers 3
Date Strategic Plan Adopted Nov 2010
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Collaborations
The Lifelong Learning Institute in Chesterfield, VA is sponsored by Chesterfield County, Chesterfield County Public Schools, the Virginia Center on Aging at Virginia Commonwealth University. It also partners with HCA CJW Medical and John Tyler Community College.  There are also many other supporting organizations, including the South Richmond Rotary, Huguenot Trail Rotary, Brandermill Lions Club, Brandermill Mens Club and others.
Programs
Description Our Cultural Arts classes are dynamic and change from time to time as our members interests change. Our Arts and Crafts programs include watercolor, water media, oil painting, acrylics, sculpting, colored pencil, window piece, collage and hospice crafts. Our Dance classes include tap, line-dancing, ballet, and ballroom dancing for couples and for women only. Our Music classes include a choral group, music appreciation and understanding opera. We also offer Storytelling and Reader's Theatre.
Population Served Aging, Elderly, Senior Citizens
Short Term Success Each program is evaluated each term by the Executive Director and the Curriculum Committee.
Long Term Success Participants fill out satisfaction evaluations for each class at the end of each term. Classes continue when the instructors are available and Executive Director and the Curriculum Committee decide that each class and the overall program meets LLI's high standards.
Description Our Technology Classes are changing as the demands of our members dictate. Classes include introductory level, Windows 7 & 8, general computer Q and A, Home Networking and classes for using Tablets.
Population Served Aging, Elderly, Senior Citizens
Description Our Health and Wellness classes are dynamic and change as members needs dictate. Classes include meditation, chiropractic care, medical directive, aging, health screenings, psychology, medicinal plants, rehabilitation, hip and knee replacement, women's health, nurse navigators, COPD awareness, surviving cancer, hearing loss, forgiveness and senior substance abuse. Our Fitness classes include yoga, low impact aerobics, sit and be fit, Pilates, Tai Chi and water aerobics (off-site).
Population Served Aging, Elderly, Senior Citizens
Description Intellectual Studies are dynamic and change as members needs dictate. The classes range from lecture style to discussion groups. Literature classes include book studies, film review, poetry and writing. Political and Historical classes include current events, war histories, diversity, ethnic groups, local, national and world history. Economics and Financial classes include reverse mortgages, healthcare, investments, retirement planning, social security, estate planning, long-term care, and global economics. Foreign Language classes include Spanish, German and French. Philosophy and Religious classes include Bible discussion, Biblical topics, anthropology and philosophy.
Population Served Aging, Elderly, Senior Citizens
Description

Social Activities and Special Events are dynamic and change as members needs dictate. Leisure Activities include social walking groups, knitting, quilting, board and card games, genealogy, greeting card making, wreath-making, balloon animals and other crafts. Special Events include trips to cultural, historical and other sites and volunteer opportunities. Other Activities include orientation for new members, an annual membership meeting, opportunities to volunteer for different committees and activities, monthly luncheons, talent programs, guest speakers and performers.

Population Served Aging, Elderly, Senior Citizens
Fiscal Year
Projected Revenue $198,000.00
Projected Expenses $198,000.00
Endowment Value $150,000.00
Spending Policy N/A
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 Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$10,000$0$0
Federal------
State------
Local$10,000----
Unspecified------
Individual Contributions$126,060$36,456$40,876
------
$92,832--$23,817
Investment Income, Net of Losses$5,555$16,845$6,720
Membership Dues--$83,076$75,109
Special Events$743$6,484$752
Revenue In-Kind$351,081$380,295$345,886
Other$35,763$26,105$771
Expense Allocation
Fiscal Year201520142013
Program Expense$477,933$538,575$474,344
Administration Expense$45,818$2,901$2,854
Fundraising Expense$3,348$6,145$231
Payments to Affiliates------
Total Revenue/Total Expenses1.181.001.03
Program Expense/Total Expenses91%98%99%
Fundraising Expense/Contributed Revenue2%14%1%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$306,739$204,254$194,413
Current Assets$85,390$68,345$73,332
Long-Term Liabilities$0----
Current Liabilities$71,107$63,555$55,354
Total Net Assets$235,632$140,699$139,059
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities1.201.081.32
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? Anticipated In 3 Years
Capital Campaign Anticipated in Next 5 Years? Yes
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit ExemptionView
Comments
Foundation Comments
  • Financial information provided from financial reviews.
  • Financial reviews and IRS 990s prepared by Harris, Hardy & Johnstone, PC.
  • Support from "Individuals" also includes support from Chesterfield County.
  • Significant In-Kind revenue reported on the Financial Review is not reported on the Form 990.