North Kansas City School District Education Foundation
2000 NE 46th St
Kansas City MO 64116
Jan Lewis, NKC Schools Education Foundation Director
Mission Statement
Engaging our communities to support and fund extraordinary educational experiences.
 
Strategies:
  • Engage, educate and energize our communities.
  • Support and expand student-and school-based learning, activities and initiatives.
  • Fund and create a legacy for generations to come.
Leadership
CEO/Executive Director Ms. Jan Lewis
Board Chair Ms. Libby Blair
Board Chair Company Affiliation Community Volunteer
History and Background
Year of Incorporation 1996
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement
Engaging our communities to support and fund extraordinary educational experiences.
 
Strategies:
  • Engage, educate and energize our communities.
  • Support and expand student-and school-based learning, activities and initiatives.
  • Fund and create a legacy for generations to come.
Background Statement
In 1996, North Kansas City Schools partnered with civic and business leaders to create an Education Foundation to support educational activities not ordinarily funded by the district. It is affiliated with the Northland Community Foundation and the Greater Kansas City Community Foundation.
 
The first program started by the Education Foundation was the Dr. Dan Kahler Innovative Teaching Grants. Since its inception, the Education Foundation has funded 235 Kahler Grants totaling $315,000. The grants are awarded annually to any district employee, team or school whose proposal directly enhances student learning and supports an ongoing relationship with North Kansas City Schools.
 
Beginning in 2004, a scholarship program was added. Since then, 503 college scholarships worth nearly $465,000 have been awarded to district seniors.
 
The Education Foundation reached a $1 million endowment on March 2, 2012, and recently topped $1.5 million in 2017. Our goal now is to reach $2 million in total assets and a $1 million unrestricted endowment, which will ensure its future for generations to come.  At the same time we continue to grow, we explore more ways to support district schools, students and staff members.  In addition, alumni funds have been established for the district's four high schools: North Kansas City, Oak Park, Winnetonka and Staley.
Impact Statement
The North Kansas City Schools Education Foundation promotes teaching and learning through enhanced educational experiences in the classroom and beyond.
 
Accomplishments:
  • Increased total assets to more than $1.5 million during 2017. 
  • Increased employees participating in payroll deduction to 744 in 2017. Increased contributions to $27,500. 
  • Awarded 15 Dr. Dan Kahler Innovative Teaching Grants totaling $30,000 and benefitting 6,200 students during 2017-2018. Since 1996, 235 Kahler Grants totaling $315,000 have been funded.
  • Provided 275 First-Time Teacher Mini-Grants of $100 each to teachers new to the profession over the past five school years.
  • Supported FIRST Robotics Programs $60,000 grants for the 2013-2014, 2014-2015 and 2015-2016 school years.
  • Published and distributed more than 5,000 copies of "I'm Ready for Kindergarten" written by district staff.  Produced a bilingual book for Spanish-speaking students and their families. 
  • Awarded 92 scholarships to 2017 district graduates totaling $70,850. Since 2004, 503 scholarships worth $465,000 have been awarded.
  • Paid registration fees for all fourth through eighth grade students in the district to participate in spelling competitions for the fourth year. In 2017, our first district student advanced to the Scripps National Spelling Bee. 
  • Funded STEM/STEAM Design Challenges at elementary and middle schools in 2015-2016 and 2016-2017.
  • Purchased 22,000 pairs of special glasses so students and teachers could safely watch the total solar eclipse August 21, 2017.
  • Established a Benevolent Meal Fund to help pay for student lunches in times of need.
  • Purchased special glasses so all district staff and students can safely watch the total solar eclipse on August 21.
 
Goals for the Education Foundation:
 
Continue to partner with schools, businesses, community members and alumni to raise funds that mutually benefit our students, our schools and the Education Foundation in new and innovative ways.
Needs Statement
  • Increase community awareness and giving.
  • Increase employee awareness, involvement and giving.
  • Attain $2 million dollars in total assets and a one-million-dollar unrestricted endowment.
  • Award more teaching grants and college scholarships.
  • Continue to explore new opportunities to support teaching and learning in our district. 
Service Categories
Elementary & Secondary Schools
Preschools
Funding Raising & Fund Distribution
Areas of Service
MO - Clay County
North Kansas City Schools has more than 19,500 students and is the fourth largest school district in Missouri, with 200-300 students added each year. Our district covers more than 82 square miles in Clay County and 13 different municipalities.  Our zip codes include 64116, 64117, 64118, 64119, 64155 and 64156. 
CEO/Executive Director/Board Chair Statement
We have changed the complexion of our Advisory Board to reflect more involvement from community and business leaders, as well as teachers and parents within North Kansas City Schools. We feel this increased involvement will strengthen our Education Foundation. A director leads our Education Foundation and we, as a board, work together to implement the programs we put in place.
 
Dr. Dan Kahler, a former principal and honorary princial at all four North Kansas City Schools high schools, challenged the Education Foundation to reach a $1 million endowment. Now that our “March to a Million” goal has been achieved, we will focus on building a $1 million unrestricted endowment and $2 million in total assets that can help sustain the operations of the Education Foundation in the future. Funds are raised through the Annual Fall Breakfast, 5K Walk/Run, Major Saver card sales, employee payroll deduction and donor gifts. 
 
During the Annual Fall Breakfast, which has become a tradition, the Superintendent gives a "State of the District" address and teaching grant and scholarship winners are celebrated. In addition, we are able to bring awareness to North Kansas City Schools patrons and others as well as raise funds.
Programs
Description
The Dr. Dan Kahler Innovative Teaching Grants Program gives staff and students access to opportunities not provided by tax dollars and encourages innovation in teaching and learning. Applicants must demonstrate creative, innovative and effective ways to meet students’ needs while increasing motivation to learn and to achieve measurable outcomes. All personnel are eligible to apply for a grant.
 
Teaching grants: Awarded to applicants who propose projects that pilot a program, test a theory, enhance learning or otherwise directly benefit students. Teaching grants are awarded for amounts up to $1,000.
 
Site grants: Awarded to a site or program for an amount up to $3,000. The site grant should impact the entire school, program or curriculum area.
 
Since 1996, the Education Foundation has awarded 235 Kahler Grants totaling $315,000.
Program Budget $20,000.00
Category Education, General/Other Elementary & Secondary Education
Population Served Children and Youth (0 - 19 years), ,
Short-Term Success The Education Foundation would like to see more teachers and staff members from more schools throughout the district apply for and receive these grants.
Long-Term Success
Teaching grants provide enhanced teaching/learning opportunities for staff and students that are not paid for by public tax dollars. When applying for grants, staff members are encouraged to create innovative teaching and learning experiences that will benefit students. Ultimately, the Education Foundation would like to award up to 20 grants per year to individuals and groups, along with a larger school grant for $5,000.
 
Funding for Kahler Grants comes from employees participating in payroll deduction. To increase the number and amount of grants funded, payroll deduction numbers also must increase.  
Program Success Monitored By Each year, approximately 30-45 groups or individuals apply for the grants. More communication and outreach work with schools should help increase the number of grant applications. Specific steps include increasing publicity about grant winners and informing staff about the grant application process.
Examples of Program Success
Since its inception, the North Kansas City Schools Education Foundation has awarded 235 grants totaling nearly $315,000 through the Dr. Dan Kahler Innovative Teaching Grants program.  Each year, grant recipients are featured in the Education Foundation's annual report.
 
Description
Since 2004, the North Kansas City Schools Education Foundation has provided 503 college scholarships totaling nearly $465,000, including 92 in 2017 worth $70,500.  These scholarships benefit dependents of district employees, financially disadvantaged students, and students pursuing fields of study in teaching, art education, music education, criminal justice, business and journalism. 
 
The Education Foundation works closely with high school counselors to make applications available to the district's seniors. We continue to look for opportunities to partner with individuals and organizations who want to establish scholarships to benefit our students.
Program Budget $0.00
Category Education, General/Other Postsecondary Education
Population Served Adolescents Only (13-19 years), General/Unspecified, General/Unspecified
Short-Term Success
The Education Foundation would like to increase the number of seniors who apply for these scholarships by building awareness. This will be accomplished by targeted communications with all staff, high school counselors in particular, and all graduating seniors.
In 2015, 77 high school students applied for scholarships offered through the Education Foundation. That number increased to 113 in 2016 and 120 in 2017.  A new Education Foundation website launched in November should help increase visibility for our scholarship program.   
Long-Term Success The Education Foundation would like to continue to grow the number of scholarships available to North Kansas City Schools graduates, including exploring the opportunity of continuing scholarships. Some of our current scholarships offer students the opportunity to receive money in multiple years.
Program Success Monitored By
The Education Foundation will look for increased numbers of scholarship applicants by working closely with our four high school counseling offices and by publicizing them through our new website and district communications.  In May of each year, a list of scholarship applicants will be produced and compared with previous years. This comparison reveal that 77 high school students applied for scholarships offered through the Education Foundation in 2015, 113 in 2016 and 120 in 2017.
Examples of Program Success
In a little more than a decade, the number of scholarships offered by the North Kansas City Schools Education Foundation has grown from two at $1,000 each in 2004 to 92 totaling $78,500 in 2016. Two new scholarships were added for 2017, and two additional ones are planned for 2018. 
  
As word has spread about our ability to offer and manage scholarships, more individuals, families and organizations have shown an interest in partnering with the Education Foundation. Scholarships provide a win-win-win opportunity for all of those involved: the donors, the Education Foundation and the recipients.   
Description
The Education Foundation's Annual Fall Breakfast, held in late September, is its major fundraising event. Nearly 500 business and community leaders, along with district staff, students and family attended in 2017 and raised $81,000 for the Education Foundation, a new record by more than $6,000. The event features a "state of the district" address by the North Kansas City Schools superintendent and student entertainment, and recognizes outstanding achievements by students and staff members.
 
In 2008, the Education Foundation added an annual 5K Run/Walk in May.  Companies, organizations and individuals may support these events through sponsorships, as well as participate in them.  Over the years, the 5K has raised more than $75,000 and shared more than $27,000 with district PTA, PTSA and booster club organizations, as well as student activity groups. After hosting the event, the Education Foundation has decided to discontinue the 5K, due to the amount of time and effort needed to manage and organize the event.  
Program Budget $0.00
Category Education, General/Other Elementary & Secondary Education
Population Served Children and Youth (0 - 19 years), ,
Short-Term Success
The Education Foundation would like to see more support for the Annual Fall Breakfast from the community, which would translate into more reservations and more sponsorship contributions. Total revenues, total paid guests and number of sponsors are tracked annually and have continued to increase each year. In 2016 and again in 2017, a STEM Student Showcase was added from 7 to 7:30 a.m. to feature projects created by students. Several students and their families attend that portion of the event.   
Long-Term Success
During the Annual Fall Breakfast, the Education Foundation celebrates the successes of the past year, including recognizing teaching grant recipients and students who have achieved excellence in academics and the arts.  Increased awareness about the event will continue to add sponsors and help the Education Foundation reach its goal of a two million dollar endowment. During its 21-year history, the Fall Breakfast has attracted 6,745 guests and raised $809,000.
 
After holding a 5K Walk/Run for 10 years, the Education Foundation decided to discontinue it in 2018. The amount of money raised has not met expectations compared to the amount of time and effort required to host and organize the event. Over those 10 years, nearly $27,000 has been raised for school-based organizations and activities, while the event has raised more than $50,000 for the Education Foundation.  
Program Success Monitored By The success of these events is monitored by tracking sponsorships, attendance and overall money raised. Goals are set annually. We track comments made after the event.  
Examples of Program Success
The Annual Fall Breakfast continues to receive more money and more reservations each year. When it started in 1997, approximately 70 people attended and $5,000 was raised. In 2007, approximately 250 people attended and nearly $39,000 was raised.  By 2010, 333 attended and $45,643 was raised.  In 2016, attendance had grown to 492, with more than $81,000 raised and 99 sponsors.
   
For our inaugural 5K Walk/Run in 2008, the event drew approximately 200 participants and raised $5,000.  By 2010, those numbers had grown to 291 participants and $14,000 raised.  Our most successful 5K was in 2013, when North Kansas City Schools celebrated its centennial.  Despite record low temperatures and rain, there more 401 participants, and the 5K raised $18,755.  Unfortunately, our 5K numbers have dropped to around 200 since then.  To boost participation in 2017, the Education Foundation partnered with The Running Well Store to become its beneficiary for the Cupid 5K.  While this eliminated most of our expenses for the event, it did not increase proceeds. As a result, the 5K will be discontinued after 10 years.
CEO Comments
One of our continuing challenges is building awareness of and support for the Education Foundation in the community. To reach out to potential donors and supporters, our director belongs to both the Northland Regional Chamber of Commerce and the Gladstone Chamber and serves on boards or committees for Northland Neighborhoods, the North Kansas City PTA Council and the Harvest Ball Society.
 
During the 2012-2013 school year, North Kansas City Schools celebrated its centennial.  The Education Foundation played a key role in planning these events and securing contributions to fund them, as well as projects associated with the centennial. These projects were: funding 100 x $100 mini-grants to enhance student learning, supporting a new district-wide balanced literacy initiative and building a Centennial Wall at 46th Street and Davidson Road on our central office complex. 
 
Opportunities
  • Write news releases about Education Foundation events and programs for distribution to the news media. (Ongoing)
  • Provide photos and short articles about the Education Foundation for use in the district’s various communication channels, such as e-newsletters, blog, Facebook, Twitter, etc. (Ongoing)
  • Develop and launch a new website for the Education Foundation. (2016)
  • Develop and launch an Education Foundation e-newsletter to periodically communicate with current and potential donors. (2016)  
  • Continue to explore new fundraising opportunities for the Education Foundation.
Executive Director/CEO
Executive Director Ms. Jan Lewis
Term Start July 2008
Compensation $50,001 - $75,000
Experience
  • Background: 30+ years of professional communications experience
  • Education: Bachelor of Arts degree in English and speech, Augustana College, Rock Island, Ill.
  • Memberships: National School Foundation Association; Member, Gladstone Chamber of Commerce; Member and Ambassador Committee Chair, Northland Regional Chamber of Commerce; Hospitality Chair, Member, Northland Neighborhoods Resource Development Committee; North Kansas City PTA Council; Board Member, Harvest Ball Society (sits on several HBS committees) 
Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Former CEOs
NameTerm
Ms. Tammy Stone Jan 1996 - June 2008
Staff
Paid Full-Time Staff 1
Paid Part-Time Staff 0
Volunteers 100
Paid Contractors 0
Retention Rate 100%
Staff Diversity (Ethnicity)
Caucasian 1
Staff Diversity (Gender)
Female 1
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Under Development
Management Succession Plan No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
Since August 2008, the Education Foundation director has met informally with other Education Foundation leaders in the Kansas City area to exchange ideas and information. Our director, Jan Lewis, has assumed a leadership position within this organization.    
Affiliations
AffiliationYear
National School Foundation Association - Member0
Government Licenses
Is your organization licensed by the government? No
CEO Comments
The biggest challenge facing the Education Foundation is managing its growth and ongoing operations with just one full-time employee.  In the future, the Education Foundation hopes to add a part-time administrative position.
Board Chair
Board Chair Ms. Libby Blair
Company Affiliation Community Volunteer
Term Jan 2017 to Dec 2017
Email hickory4714@gmail.com
Board Members
NameAffiliation
Mrs. Libby Blair Community Volunteer
Dr. Dan Clemens NKSC Superintendent
Mr. Doug Coleman Hunt Midwest
Dr. Tom Cummings Community Member
Mr. Allen Dillingham Builders Association of Kansas City
Dr. Tim Gallagher Board Treasurer: Assistant Superintendent NKCS Schools
Ms. Kim Giddings North Kansas City Schools
Ms. Tammy Henderson Board Chair: Hunt Midwest
Ms. Jan Lewis NKCS Education Foundation Director
Mr. Barry McCullough Jenkins & James Insurance
Mr. Corey McCune High School Teacher
Mr. Brian Mercer North Kansas City PTA Council President
Mr. Jeremy Messner Midwest Bus Sales
Ms. Erin Nash District Staff Member at Large
Mr. Russell Shankland Shook Hardy & Bacon
Mrs. Ellen Todd Curry Real Estate Services
Mrs. Laura Wagner District Parent
Mr. Jay Wilson Board of Education representative
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 1
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 11
Female 7
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 1
Board Meeting Attendance % 80%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Standing Committees
By-laws
Nominating
Scholarship
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Personnel
Program / Program Planning
CEO Comments
The North Kansas City Schools Education Foundation Advisory Board is composed of 18 members who assist with advocacy and support. Board members may serve on various committees, including Annual Fall Breakfast, Contributions, Grant Reading, Scholarships and 5K Run/Walk. On July 1, 2008, the Advisory Board hired its first-ever director to manage and coordinate all of its activities.
 
In 2018, the Board will focus on updating its By-Laws and expanding its engagement of district alumni, with the goal of growing alumni funds for each of its four high schools.   
Financials
Fiscal Year Start Jan 01, 2017
Fiscal Year End Dec 31, 2017
Projected Revenue $550,000
Projected Expenses $500,000
Endowment Value $1,490,000
Spending Policy Percentage
Percentage 7
IRS Letter of Exemption
Foundation Comments
  • FY 2015, 2014: Financial data reported using the IRS Form 990.
  • FY 2013: Financial data reported using audited financials.
  • Foundation/corporate revenue line item includes contributions from individuals, special events, and fundraising.
Detailed Financials
 
Expense Allocation
Fiscal Year201520142013
Program Expense$208,027$87,201$149,363
Administration Expense$26,652$20,652$17,794
Fundraising Expense$4,847$4,680$0
Payments to Affiliates----$0
Total Revenue/Total Expenses1.010.861.02
Program Expense/Total Expenses87%77%89%
Fundraising Expense/Contributed Revenue2%5%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$20,040$18,460$34,052
Current Assets$8,492$5,256$34,052
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$20,040$18,460$34,052
Short-Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long-Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountGreater Kansas City Community Foundation $194,232Greater Kansas City Community Foundation $51,966 --
Second Highest Funding Source & Dollar Amount -- -- --
Third Highest Funding Source & Dollar Amount -- -- --
Capital Campaign
Currently in a Capital Campaign? No
Campaign Purpose In 2004, Education Foundation launched a campaign to reach a $1 million endowment. It reached that goal on March 2, 2012. A goal has now been set to reach a $1 million unrestricted endowment and $2 million in total assets by 2020.
Dates Sept 2017 to Dec 2020
Capital Campaign Anticipated in Next 5 Years No
Organization Comments
Achieving the Education Foundation's March to a Million goal in 2012 has ensured its future for generations to come and will allow it to expand the programs and services it provides to district students and schools in the years ahead.  Our next goal will be achieving a $1 million unrestricted endowment and $2 million in total assets.
Organization Name North Kansas City School District Education Foundation
Address 2000 NE 46th St
Kansas City, MO 64116
Primary Phone (816) 321-5550
Contact Email jan.lewis@nkcschools.org
CEO/Executive Director Ms. Jan Lewis
Board Chair Ms. Libby Blair
Board Chair Company Affiliation Community Volunteer
Year of Incorporation 1996