Middlesex Kiwanis Foundation
P.O. Box 314
Urbanna VA 23175-0314
Mission Statement We are dedicated to changing the world one community and one child at a time. As part of Kiwanis International, our focus is Middlesex County Virginia.
Leadership
CEO/Executive Director President James Shackelford
Board Chair Mr. James Shackelford
Board Chair Company Affiliation Community Volunteer
Contact Information
Address P.O. Box 314
Urbanna, VA 231750314
Telephone 804 370-4066
Fax 0 XXX XXXX
E-mail
History and Background
Year of Incorporation 2003
Financial Summary
 
 
Projected Revenue $19,800.00
Projected Expenses $19,800.00
Statements
Mission We are dedicated to changing the world one community and one child at a time. As part of Kiwanis International, our focus is Middlesex County Virginia.
Impact Our focus is on helping improve the lives of the children of Middlesex County Virginia. Our focus is on child welfare, primarily through education.

2016 Accomplishments:
Delivered five college scholarships to MHS graduates. Supported the "Terrific Kids" and "IBUG" (I Brought Up Grades) programs to encourage academic achievement in Middlesex Elementary. Supported the "Backpack Buddy" program to provide weekend food for low-income children. Supported, though donations, a number of charitable organizations in the County, including the YMCA, Boy Scouts, Habitat for Humanity and Hands Across Middlesex. Supported programs at Middlesex schools like the summer reading program, Key Club, Builders Club and K-Kids. 
Our goals for 2017 are to continue all of our programs in the school and continue to grow our impact though more community service and an expanded scholarship program.


Needs The most pressing needs for 2017 continue to be financial in nature as we continue our efforts to support children in the community.  The Middlesex YMCA strenthens our community through youth development, healthy living, and social responsibility. Their facility is currently inadequate and their Board Members are working very hard to improve them but lack sufficient funds for their playground.  Our desire is to collaborate with them on this initiative.  This project would cost from $40,000-$60,000, and is beyond our current capability.
Background  We are an all-volunteer organization and a chapter of the more than 100 year old Kiwanis International. Formed in 1988, the Middlesex Chapter has grown to 50 members, which is quite remarkable in light of the small population of Middlesex. In 2003, The chapter formed the Middlesex Kiwanis Foundation, a 501(c)(3) organization. The finances of the Chapter and the Foundation are totally separate. 100% of the funds raised by the Chapter go directly into the Foundation for charitable distribution. All funds to operate the Chapter come from member dues and assessments.

The thrust of the Foundation's charitable giving is to benefit the children of Middlesex County, with  lesser amounts going for other needs in the County. Committees are used to research the needs for the Foundation funds, but it requires a majority vote of the board to approve disbursements. The largest single group of funds go to provide scholarships for high school and college students of Middlesex.
Board Chair Statement As President of the Board of the Middlesex Kiwanis Foundation, my goal is to be a resource for children in Middlesex County that focuses on education and quality of life. The strength of our membership and their willingness to contribute time and financial resources is the limiting factor in the club’s and foundation’s ability to serve the ever-present needs throughout Middlesex County. As a board, we are constantly evaluating our efforts to recruit and grow our membership. This is mainly accomplished through direct networking, although we are having some success using social media to bring attention to our service projects and participation levels. Additionally, the board realizes that a departure from the traditional membership model is needed to attract other audiences. The Satellite Club was one successful endeavor. A “Young Professionals” category is now being defined to enable yet another level of participation by those potentials that may have a desire to serve but often have other competing interests or responsibilities.
Areas of Service
Areas Served
Area
Middlesex County
All of Middlesex County Virginia
Board Chair
Board Chair Mr. James Shackelford
Company Affiliation Community Volunteer
Term Oct 2016 to Sept 2017
Email jshackelford@va.metrocast.net
Board of Directors
Board Members
NameAffiliation
Mrs Malilia Clarke retired
Mrs. Betty Coulson Retired
Mrs. Elizabeth B. Faudree VP & Branch Mgr. C&F Bank
Mr. Dick Goyne Community Volunteer
Mr. Raymond Kostesky Retired
Mr. Ronald A McCallum General Dynamics Information Technologies
Mrs. Terry Rogers Retired
Mr. Russ Russell Community Volunteer
Mr. James Shackelford Retired
Ms. Sydney Speight Lawyer
Mr. Lavelle Sullivan Community Volunteer
Mr Mat Walker Middlesex County VA Administrator
Mr. Robert Winslow retired
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 1
Caucasian 12
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 8
Female 5
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 75
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? No
Percentage Making Monetary Contributions 10
Percentage Making In-Kind Contributions 100
Number of Full Board Meetings Annually 12
Standing Committees
Youth
Community Outreach / Community Relations
Board Governance
Marketing
Capital Campaign
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Comments
Challenges for Kiwanis of Middlesex continue to be our ability to effectively reach new members and thus growing our financial capability and impact. We are continuing to have some success increasing the gender and ethnic diversity in the last year. We have been successful with our effort to integrate a second major fundraiser.  It has greatly enhanced our ability to provide scholarships for deserving children and to positively impact other community needs.  This fundraiser is now in its third year and it is anticipated it will continue into the future.
Executive Director
Executive Director President James Shackelford
Experience  NA
Staff
Full Time Staff 0
Part Time Staff 0
Volunteers 57
Contractors 0
Retention Rate 0
Plans
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? No
Management Succession Plan? Yes
Organization Policy and Procedures No
Whistleblower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Collaborations
The Middlesex Kiwanis Foundation is the charitable arm of the Middlesex Kiwanis Club, which is a chapter of the Kiwanis International. All funds raised by the Middlesex Kiwanis Club are placed in the Middlesex Kiwanis Foundation for charitable distribution. No funds raised by the Middlesex Kiwanis Club are used to benefit the Club. All funds to operate the Club come from member dues and assessments. There are no paid employees. All are volunteers.
Programs
Description This program is for the elementary students in Middlesex County. It is a "student-led" community service organization operated under school regulations and draws members from the student body. K-Kids are involved in small service projects that meet needs around their school and their community. They may become involved with larger projects in conjunction with the Middlesex Kiwanis Club, Key Club or Builders Club. K-Kids provide younger children an opportunity to serve their community alongside their parents, Kiwanis members and sometimes Key Club and Builders Club members. Through K-Kids, children lay down a solid foundation of moral values upon which they can build a lifetime of good character. They experience the excitement of learning that they can make a difference in their world.
Population Served Children Only (5 - 14 years)
Description This program, known as BUG, is designed to provide recognition to students who raise their grades to an acceptable range and maintain or continue to raise them from one grading period to the next. Recognition includes being placed on the school's BUG Honor Roll; a pizza, ice cream or other food-themed party; and presentation of certificates and buttons.
Population Served Children Only (5 - 14 years)
Short Term Success Many of the students continue up the ladder to Builders Club and Key Club. The goal of better grades is achieved. 
Long Term Success Students are empowered to participate in their own academic success, which builds self-confidence, perseverance and character. They build important life skills, known as development assets, that help them make smart choices. According to the Search Institute, an organization focused on helping youth succeed, the more developmental skills a student attains, the less likely he or she is to participate in risky behavior and the more likely he or she is to succeed. Students also develop important social and emotional skills.
Description The TERRIFIC (Thoughtful, Enthusiastic, Respectful, Responsible, Inclusive, Friendly, Inquisitive, and Capable) Kids program is promotes character development, self-esteem and perseverance in elementary school students in Middlesex County. 
Description The Builders Club is a leadership oriented club sponsored by Middlesex Kiwanis Club for the middle school students in Middlesex County. Its vision is to develop competent, capable and caring leaders through the vehicle of service. It is a student-led organization providing opportunities to perform service, build character and develop leadership skills. It is financially supported  by the Middlesex Kiwanis Foundation. Kiwanis Club members provide supervision for the Builders Club at all of their meetings. The Builders Club members do community service projects in the county and at their school.
Population Served Children Only (5 - 14 years)
Description The Middlesex Key Club members are high school students in Middlesex County. Key Club members assist the Middlesex Kiwanis Club in its mission to serve children of Middlesex County and the world. It also does community service projects in Middlesex County and raises funds for many of its projects.

The Key Club is joining with Kiwanis International and UNICEF in their Eliminate  project. The objective of the Eliminate project  is to eliminate maternal and neonatal tetanus from the world. Key Club members develop leadership  and competency skills by leading their own organization, under the guidance of Middlesex County Kiwanis Club members.
Population Served Adolescents Only (13-19 years)
CEO/ED/Board Comments Middlesex County has a very depressed economy with virtually no large businesses to provide jobs for young adults.  Approximately 50% of students are on social assistance programs.  The economic needs of the public schools are greater than most of our surrounding counties.  The Middlesex Kiwanis Club works very hard to satisfy these needs and fill the gap. The programs cited are called Student Leadership Programs (SLPs) and were budgeted at  $3150 in 2015 and $3500 in 2016. In addition, we have budgeted $13,000 for scholarships in 2016 and another $10,800 in school programs assistance for the 2016 school year. The membership contributes labor to many service projects both in and out of the school system, and the foundation funds many service projects both in and out of the school system.
Fiscal Year
Projected Revenue $19,800.00
Projected Expenses $19,800.00
Spending Policy Income Only
IRS Letter of Exemption
Detailed Financials
Expense Allocation
Fiscal Year201620152014
Program Expense$38,292$24,341$68,541
Administration Expense$5,115$2,885$5,244
Fundraising Expense$12,671$14,923$6,370
Payments to Affiliates------
Total Revenue/Total Expenses1.181.291.00
Program Expense/Total Expenses68%58%86%
Fundraising Expense/Contributed Revenue19%27%10%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$66,610$53,618$40,448
Current Assets$66,610$53,618$34,448
Long-Term Liabilities$0$0--
Current Liabilities$0$0--
Total Net Assets$66,610$53,618$40,448
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit ExemptionView
Comments
Organization Comments In our current fiscal year our goals are to increase our funding so we can increase suppoort to the Middlesex schools, chief among them being support of reading, tutoring and feeding programs (backpack buddies).
Foundation Comments
  • If an organization has gross receipts that are normally $50,000 or less, it can choose to file Form 990-N.