filing requirement 990 form filing deadline is november 15 ... · 8/18/2011 · 990-n, also known...
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November 8, 2018, Volume 25, Issue 5
FILING REQUIREMENT – 990 FORM
Filing Deadline is November 15th – Annual Electronic Filing Requirement for Exchange Clubs and Districts Exchange Clubs and districts are required to electronically submit Form 990-N, also known as the e-Postcard, unless they choose to file a complete Form 990 or Form 990-EZ instead.
If doing so, please send a scanned copy of the Form 990 or 990-EZ to [email protected]. Any club or district that fails to file required e-Postcards (or information returns – Forms 990 or 990-EZ) for three consecutive years will automatically lose its tax-exempt status. The revocation of the club or district’s tax-exempt status will take place on the filing due date of the third year. The e-Postcard is due on November 15, the day of the fifth month after the close of Exchange’s tax year on June 30. Filing the e-postcard is simple by accessing the following site: www.irs.gov/990n; click on the link in the first paragraph to login and start filing – Form 990-N Electronic Filing system (e-Postcard). When you access the system, you will leave the IRS site and file the e-Postcard with the IRS through its trusted partner, Urban Institute. The form must be completed and filed electronically. There is no paper form. You will need the following items of basic information handy:
1. Tax Identification Number 2. Tax year 7.1.17 – 6.30.18 3. Confirmation of annual gross receipts 4. Legal name and address (typically shown as: The National Exchange Club, DBA The Exchange Club of
[club name]) 5. Name and address of primary officer 6. Website, if any
CALIFORNIA EXCHANGE CLUBS – Please use the following number when filing with the State of California Franchise Tax Board: 3657592.
Contact: [email protected].
Our Vision – A strong America, safe communities, and unified people.
Our Mission – Exchange, inspiring communities to become better places to live.
Our Motto – Unity for Service
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FALL MEETINGS HELD IN DETROIT NATIONAL FALL LEADERSHIP SUMMIT – 2018/2019 District Presidents gathered at the Sheraton Detroit Metro Airport Hotel for the Fall National Leadership Summit (NLS) Detroit (Romulus), Michigan, October 8-20. A new and exciting membership campaign was kicked off with great enthusiasm, and a focus on lifestyle prospecting! Look for more information in this publication and through the year, and get active on social media using #ExchangeStrong and #ExchangeFit! Exchange leaders were provided with the most current and relevant tools and resources to help them fulfill their responsibilities, which are clearly outlined in Article I of the District Bylaws: building local Exchange Clubs; increasing fellowship between clubs within the district; strengthening established clubs; and promoting the participation of local Exchange Clubs in the Programs of Service of The National Exchange Club. Each District President provided a three-minute summary about the “First 90 Days in Office”, including their efforts and accomplishments since July 1. District Presidents gathered helpful tips and information from other districts. High-impact training, based on district roles and responsibilities as stated in the Bylaws, was held daily. Presenters were: Chief Executive Officer Tracey Edwards, Membership Development Director Louise Kachmarik, and Membership Development Manager Andrew Mehling; and included the following topics: the New Exchange Strong Campaign, District and Regional Minimum Standards Review, Engage and Inspire Communities with New Exchange Clubs, Recruiting for Success, and the “3-Es” of Effective Public Speaking. Past National President Elizabeth Grantham shared her story and discussed next steps for District Presidents in a presentation titled “Your Leadership Plan”. Round table presentations were facilitated by: NEC Foundation President Marc Schwartz, the NEC Foundation; National President Scot Warren, Leadership Development; Georgia District President Hazel Hendrix, Getting People to Conventions and How to Plan an Event That Keeps Them Coming Back Every Year; Andrew Mehling, Mediation: Dealing With Difficult Situations; and Past National President Don Wright, Diversity and Inclusion. A special presentation, Keys to Getting to Your Finish Line – Running on a Crooked Ankle!, was offered by leadership/personal development speaker Pete Folch, Founder/President of Second Wind-Finish Strong, Inc. Saturday afternoon, attendees traveled to National Headquarters in Toledo for the Court of Honor Ceremony. Later that evening, a celebratory dinner was held upon their return to the Sheraton.
Currents A bulletin for Exchange Club leaders, is published monthly by The National
Exchange Club, 3050 Central Avenue, Toledo, Ohio 43606-1700. 419.535.3232
Website: www.nationalexchangeclub.org Email: [email protected]
Editor Publisher Gail Weller Tracey Edwards Executive Manager Chief Executive Officer
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COURT OF HONOR INDUCTION – Saturday afternoon, attendees had the privilege of honoring seven outstanding Exchange Club members as they were inducted into the Court of Honor. The Honorees were: Arvel “Buddy” Leo Acoach, Jr. (posthumously) – Fort Smith, AR Daniel S. McQueeney – Charleston, James Island, and Citadel, Charleston, SC Paul D. McShane – Niceville, FL Brenda Robinson – Sugar Land and Angleton, TX Kathleen “Katie” Smith – Owatonna and Moonlighters, Owatonna, MN Howard R. Tinsley, Sr. – Florence, Eastern Short and Prattville, AL Don Wright – Murfreesboro and West Wilson County, TN The ceremony took place at The National Exchange Club Headquarters Building on Saturday, October 20. Attendees at the event included members of the National Board of Directors, District Presidents and many other guests. A special celebratory dinner followed at the Sheraton Detroit Metro Airport Hotel for all attendees. NATIONAL BOARD FALL MEETING – At the Fall Meeting of the National Board of Directors, board members focused on current Exchange issues and heard reports from National Committees. The board took action on the following:
Accepted the NEC Audit Report for June 30, 2018 and 2017, subject to the correct dating of the final report.
Approved a motion to merge the Rocky Mountain and Southwest Districts into the Four Corners District, effective July 1, 2019; and approved an additional motion to place the Four Corners District in Region 2.
Adopted a Strategic Plan for The National Exchange Club. Contact: [email protected].
WELCOME EXCHANGE’S NEWEST CLUB We are excited to announce the 2nd new club of Exchange's 2018-2019 administrative year. Please join us in welcoming the Exchange Excel Club of Branford High School, Branford, CT!
The Exchange Excel Club of Branford High School, Branford, CT, was built by Joe Dudek, Jack Mushin, Ellen Rosenthal and Bill Solder. The new club was sponsored by the Exchange Club of Branford, CT, and chartered with 27 members on October 11. Volunteer Field Representative Dunnith Heenan, Jr., conducted the Permanent Organizational Meeting. The new club is part of Region 12 and the Connecticut District Exchange Clubs.
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The Permanent Organizational Meeting of the Exchange Excel Club of Branford High School, Branford, CT.
The state flag and the outdoor sign at Exchange's National Headquarters in Toledo, OH, proudly announces a new club in Connecticut!
We proudly welcome these members to Exchange!
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NEW CLUBS CHARTERED – 2018/2019 No. DATE NAME MBRS SPONSOR DISTRICT BUILDERS
1 8.30.18 Exchange Club of LaPorte County, IN
27 Indiana District Indiana Brad Clapp Kathy Cox David Jocelyn Mary Talbutt
2 10.11.18 Exchange Excel, Branford High School, Branford, CT
27 Branford, CT Connecticut Joe Dudek Jack Mushin Ellen Rosenthal Bill Solder
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EMAIL INVOICING BEGINNING JANUARY 1, 2019 Effective January 1, 2019, club and district treasurers should expect to receive all membership dues invoices via email. You may also pay all invoices electronically. Please be sure that your club and district officer contact information is correctly listed in the database. You will also want to add [email protected] to your safe sender list. DISASTER RELIEF FUND ACTIVATED Exchange Club members who are feeling the impacts of this season’s hurricanes continue to be in our thoughts and well wishes. As is the true spirit of Exchange, members in paths of these storms have undoubtedly continued their generosity to others, and now it’s our turn to support them! If you would like to help fellow members who have been affected, please consider a donation to the NEC Foundation Disaster Relief Fund. Monies donated to this fund will go directly to help Exchange Club member in need; and, of course, your donation is tax deductible. Some funds have already been dispersed to help those who have requested assistance – we thank you on their behalf! There are three simple ways to donate:
1. Text-to-donate: Text the word RELIEF to 419.800.0358 (you will be prompted to secure registration for your first donation);
2. Online at: https://www.nationalexchangeclub.org/donors/ (specify “Hurricane Relief” in the comments line);
3. Mail a check, payable to NEC Foundation, to 3050 W. Central Avenue, Toledo, OH 43606 (Note: “Hurricane Relief” in the memo section).
The NEC Foundation will work with Exchange Club leadership on the distribution of these funds to provide monetary assistance effectively and efficiently. Please keep these families in your thoughts and prayers!
#ExchangeStrong
Contact: [email protected]
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ATTENTION: 2019/2020 DISTRICT PRESIDENTS Please read the important information included in the message below from Chief Executive Officer Tracey Edwards:
NATIONAL MID-YEAR LEADERSHIP SUMMIT FOR DISTRICT PRESIDENTS-ELECT
Norfolk, Virginia
Dear District President-Elect: We look forward to hosting you for the National Mid-Year Leadership Summit (NLS)! The following information is designed to assist you in preparing and making arrangements for the event. The NLS is scheduled in Norfolk, Virginia, Thursday through Sunday, January 10-13, 2019. Meetings will be held at:
Sheraton Norfolk Waterside Hotel 777 Waterside Drive Norfolk, VA 23510
Phone: 757.622.6664 Travel Arrangements District Presidents-Elect should plan to arrive on Thursday, January 10, in time to attend the 6 p.m. opening reception/dinner. Departures may be scheduled anytime on Sunday, January 13. If you plan to arrive in Norfolk earlier than Thursday, you will be responsible for the additional expenses incurred. Please use our official travel agency, Ottawa Hills Travel, to book your travel at 419.841.1629. Our contact is: Debbie Ward. Your Travel Authorization Number is 1072. Flight arrangements should be made as soon as possible to secure the best rate. Please contact our office if you have any concerns about scheduling your travel. Information regarding shuttle service will be provided closer to the event. If you plan to drive, please let us know. You will be reimbursed for mileage at a rate of $.28 per mile or the cost of airfare, whichever is the most cost-effective option. Accommodations and Meals Arrangements are being made for your food and lodging while in Norfolk. It is not necessary for you to make your own reservations. You will be sharing a room with one of your classmates. Should you prefer a private room, you will be responsible for a room charge of approximately $60 per night, which is one-half of our discounted rate. We will instruct the Sheraton Waterside to put this on your personal credit card. If you have any dietary requirements, please send an email to [email protected], with your requirement shown in the subject line –
Vegan Vegetarian
Pescatarian (no meat, fish okay) Gluten free
Other (please specify)
Special requests for a private room and/or dietary requirements cannot be honored after December 13.
Attire Dress for the NLS will be “business casual.” However, business attire is requested for Saturday evening’s dinner. Class Shirts A special class shirt has been selected for you. It is a polo shirt and is available in men’s and ladies’ sizes. Please notify us of your shirt size as soon as possible.
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Arrival A welcome gathering including dinner will be held Thursday evening. Details will follow at a later date. A tentative schedule will be provided prior to the Summit. Supplies Please feel free to bring a laptop, tablet or phone to take notes and access the Internet. Here are several items you should consider in preparation for the Summit:
Review district minimum standards Who will make up your district team?
In assembling your team, are you looking beyond those members who have done it previously? Have you considered members beyond your own club as part of your team?
What are your district’s goals? Involve district leaders in creating your goals, and develop an action plan to achieve those goals.
What are your district’s strengths and weaknesses, and how will you help address those needs? Be sure to come with any questions you have about your new leadership role. The National Mid-Year Leadership Summit is where you will find the answers to questions, enhance your leadership skills, build a foundation, and develop the confidence to lead your district to a successful year. Come prepared to work hard and learn, and also to make new friends and have fun. When your three-year commitment comes to an end, we hope you can take satisfaction in how your district has achieved a new level of success.
We are excited to host you in Norfolk, the location of Exchange’s 101st National Convention in July! We look forward to working with each of you in the months to come. Yours in Exchange, Tracey Edwards Chief Executive Officer cc: National Board of Directors The National Exchange Club
TAX-FREE GIVING FROM YOUR IRA A popular IRS provision allows those aged 70 ½ or older to make charitable gifts directly from Individual Retirement Accounts (IRAs) to qualified charities completely free of federal income tax (in any amount up to $100,000 per person per year). The income tax laws of most states allow tax-free treatment as well. Could you benefit? Making gifts from IRA funds that would otherwise lead to increased taxes can be a wise choice for most taxpayers. This is especially true for those who must take Required Minimum Distributions each year. We hope you’ll consider the NEC Foundation as your designated charity. (Check with your IRA administrator or a professional tax advisor for more information.) Contact: [email protected]
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WHAT IS GIVING TUESDAY? AND, we have #GivingTuesday, a day dedicated to giving back. On Tuesday, November 27, 2018, charities, families, businesses, community centers, and students around the world will come together for one common purpose: to celebrate generosity and to give! Join your fellow members across the country as they participate in Giving Tuesday by supporting Exchange through this annual #GivingExchange event! Contact: [email protected]
PASSTHROUGH GRANTS Exchange Clubs can secure financial support from organizations or individuals that wish to give the funds to a 501(c)(3) organization. The donation becomes tax deductible for the donor. For donations totaling $250 or more, the National Exchange Club Foundation will re-grant the funds to the Exchange Club submitting a Passthrough Grant Form. The NEC Foundation gladly provides this benefit to Exchange Clubs for a minimal processing fee of 2%. Many clubs and their local donors have been able to take advantage of the Foundation's ability to provide this benefit to maximize their donor's tax advantage. The application form can be downloaded from the main landing page of the Member Resources section of Exchange's website. Fees for other types of grants via the NEC Foundation will be discussed with those requesting the grant. Contact: [email protected] RAISING FUNDS TO HOUSE HOMELESS AMERICAN VETERANS! … 11.11@7Hopefully, your Exchange Club has begun planning its "11/11@7" event to raise funds for housing America's homeless veterans! Exchange is proud and excited to be in this 4th year of partnership with Veterans Matter and we know Exchange Clubs across the country continue to embrace the collaboration, as well! A message from Ken Leslie, Advocate in Chief, Veterans Matter: Hey, fellow Exchange Club members! This has been one incredible year for the partnership that has grown leaps and bounds between National Exchange Club and Veterans Matter! Exchange Clubs all across the nation have shown their compassion for our nation's heroes by making sure that our unhoused heroes have a safe, warm place to call home this winter! Last year, 30 Exchange Clubs came together and helped Veterans Matter be able to house 50 veterans and their families! With this year's 11/11@7 Rallies - that number is going to increase. We are eternally appreciative of the great opportunity that we, as Exchange Club members, have had placed in our path! Not only has it been impressive to see how many clubs have felt the call to help our nation's
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unhoused heroes, but we here at Veterans Matter have become part of The National Exchange Club family and we couldn't be any more proud of that fact! Following your club's 11/11@7, be sure to send pictures with captions, and event details, to
[email protected]. We'll share them with your fellow club members throughout the country! To help them stay efficient and organized, Exchange Clubs are being asked to send all funds raised for Veterans Matter directly to the National Exchange Club Foundation. The NEC Foundation will track the donations and quickly forward the funds to Veterans Matter, as well as award the top earning clubs! Please mail your Exchange Club's check to the "NEC Foundation 3050 W. Central Ave. Toledo, OH 43606", denoting "Veterans Matter" as the recipient. PLAN EARLY FOR APRIL AND CHILD ABUSE PREVENTION MONTH April is child abuse prevention month and a time for a united effort throughout Exchange for our national project. Exchange Clubs across the country dedicate extra energies towards the prevention of child abuse by supporting their local Exchange Club Child Abuse prevention Centers. Clubs participate in projects that support children and families and expand efforts in their communities to raise awareness about child abuse. The National Exchange Club is introducing a new project for Child Abuse Prevention Month this April. It is called “Exchange Cares”. The goal is to provide items that will provide comfort or items of necessity to children who have been displaced due to neglect or abuse, house fires, homelessness, or natural disasters. The bags are given to agencies that come in contact with children in emergency situations. These can include shelters, child protective services, resource centers, sheriff or police departments, EMTs, emergency rooms, Red Cross and schools. Suggestions for items to be placed in bags include a small blanket, small stuffed animal, book, small toy for summer, gloves or hat for winter, travel size soap, toothbrush, comb, shampoo, toothpaste, socks, etc. A sample bag will be included in each Believe in the Blue kits. Fifty additional bags will be provided free to an Exchange Club or Exchange Club Child Abuse Prevention Center that wishes to start an Exchange Cares Project. Clubs participate in many projects throughout CAP Month, including:
Exchange Club CAP Centers – Support your local CAP Center/Exchange Parent Aide Program. Volunteer time, create a joint project, or assist with a donation.
Believe in the Blue kits will be available to clubs and centers. Request your kit for awareness and educational resources for your community.
Blue Mondays are a compelling way to raise interest and awareness. Look for Blue Monday shirts at Exchange Market or organize blue outfits.
Public Awareness Campaigns o Ask your mayor, council, or governor to issue a CAP Month proclamation. o Write a letter to the editor about the special interest month. o Get a PSA on your local radio or television station.
Contact: [email protected]
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EXCHANGE PARENT AIDE RECEIVES LOCAL AND NATIONAL ATTENTION On November 8, 2019, Exchange Parent Aide was highlighted at the Joint Hospital Team Conference in Toledo, OH. This is an annual conference presented by the Family and Child Abuse Prevention Center in Toledo and hosted by ProMedica Flower Hospital. Presenters were: Lorie Daugherty and Lisa Burgett, of the Exchange Parent Aide Program of Mansfield, OH; and Child Abuse Prevention Services Director Genevieve Stults. Presenters shared information on the impact of Exchange Parent Aide with families, and the support provided by The National Exchange Club and local Exchange Clubs. CAP Services Director Genevieve Stults and Wendy Spoerl, CEO of Adopt America Network, will co-present a workshop at the Adoption Exchange Network, April 29-30, 2019, in Orlando, FL. This workshop will discuss the use of Exchange Parent Aide to support families involved in adoption and foster care. Contact: [email protected] CONGRATULATIONS, CHILD ABUSE PREVENTION SERVICES SPECIALIST JULIE ODORZYNSKI! The National Exchange Club extends its best wishes to expectant parents, Julie and Cody Odorzynski. Julie is planning to leave her employment soon upon the arrival of their newborn. As new parents, may you be filled with a lifetime of health, love and happiness. Wishing your new family all the very best. Julie, we will miss you! Contact: [email protected] PROGRAM SPECIALIST POSITION OPEN Child Abuse Prevention Services Specialist – The National Exchange Club is now hiring a Child Abuse Prevention Services Specialist for our Toledo, Ohio, office! The Child Abuse Prevention Services Specialist is responsible for strengthening national prevention efforts by providing community-based Exchange Club Child Abuse Prevention Centers and Exchange Clubs with technical support designed to ensure quality services to families and resources providing awareness and education of child abuse prevention. View job description at: https://www.indeed.com/viewjob?t=child+abuse+prevention+services+specialist&jk=a295289012020d7e&_ga=2.120078728.1289911389.1541081944-2107072531.1538056318 www.nationalexchangeclub.org.
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NEW DIRECTOR ORIENTATION National Headquarters staff was excited to host Exchange Club Child Abuse Prevention Center Directors in Toledo, OH, for new director orientation, October 1-3. These prevention of child abuse professionals are in training to learn more about Exchange Parent Aide and how The National Exchange Club and Exchange Club Child Abuse Prevention Centers work together to help families! Contact: [email protected]
Pictured (left-right): Julie Odorzynski, Child Abuse Prevention Services Specialist, The National Exchange Club; Chris Robertson, Interim Executive Director, CASTLE/Exchange Club Center for the Prevention of Child Abuse of Treasure Coast, Ft. Pierce, FL; Elizabeth Miller, Executive Director, Exchange Club Center for the Prevention of Child Abuse of North Carolina, Winston-Salem, NC; Teresa Rojek, Program Manager, Suncoast Center, Inc., St. Petersburg, FL; Pam Nash, President/CEO, Exchange Club/Carl Perkins Center for the Prevention of Child Abuse of Jackson, Jackson, TN; Tracey Edwards, CEO, The National Exchange Club; Genevieve Stults, Child Abuse Prevention Services Director, The National Exchange Club
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New Volunteer Field Representative Training Class, March 11– 12, 2019
*Arrival Sunday, March 10, and departure Wednesday, March 13*
POLICY STATEMENT 2.5 THE NATIONAL EXCHANGE CLUB, VOLUNTEER FIELD REPRESENTATIVES, states:
RECRUITMENT AND SELECTION:
1. Candidates for the VFR Program must be nominated and endorsed by their district’s Board of Directors. Selections are prioritized to obtain VFR coverage in all districts.
2. The district shall submit each endorsed application to National Headquarters. 3. Current members of the National Board, District Presidents, District Presidents-Elect, Foundation
Trustees or declared candidates for any of these positions will not be selected, but may remain on the list.
4. Potential VFR candidates must have served as District President. VFR Applications may be found on the website under “More Resources” in the District Operations section and require a letter of endorsement from your district sent to: [email protected] by December 14, 2018.
#exchangestrong Share photos and videos of your club on Facebook, Twitter, Instagram, NEC Facebook
and email to: [email protected].
November Club Anniversaries (25 years or more, 5-year increments)
Brooklyn-Cleveland, OH 90 11.14.28 Klamath Falls, OR 70 11.1.48 Tipton County, TN 70 11.16.48 Owatonna, MN 65 11.4.53 Indian River, FL 45 11.17.73 Richland, MS 40 11.18.78
November Child Abuse Prevention Center Anniversaries
(25 years or more, 5-year increments)
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Make plans TODAY to join us in 2019 for Exchange's 101st National Convention and 36th Symposium in Norfolk, VA, July 17-20, 2019!
With your $100 paid deposit, you'll reserve your spot and also receive a FREE commemorative 2019 convention mug!
Reserve Here Now
SUCCESSFUL EXCEL CLUB MANAGEMENT Exchange Excel Club and Jr. Excel Club membership dues are billed annually on October 1, and cover the period until the next billing. Advisors and Mentors are encouraged to perform the following club updates during the months of August and September to ensure accurate billing and a successful new year.
Contact Member Services to update approved officer, advisor and mentor information
Update billing address if necessary Update roster:
Drop members not returning Update contact information on continuing members if necessary Add New club members
Add New Club Officers For database updates or questions, please contact Member Services at: [email protected]
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EXCHANGE UNIVERSITY Exchange University is a valuable online training resource available to all Exchange club-level officers and district directors. The submission of officer election reports each year (due by April 30) to National Headquarters, initiates the automatic enrollment of a club's president, secretary, and treasurer, as well as district directors. Check your membership records to verify National Headquarters has accurate email addresses for these individuals. Not only is this educational opportunity an important training tool designed to assist in leadership roles, it is also a requirement for many national awards, including:
Distinguished Club President Award Distinguished Club Secretary Award Distinguished Club Treasurer Award Distinguished District Director Award
Although these courses may be taken anytime throughout the year, completion of a course was required by August 1 if an officer desired to achieve any of the above awards. Certificates are sent upon completion. For more information on Exchange University, visit the Exchange University section through the Member Resources page of Exchange's website. Contact: [email protected]
MAKE PAYING DUES EASY FOR YOUR MEMBERS! Would your members like to pay their dues electronically or by credit card? The National Exchange Club is committed to providing the best customer service to its local clubs. To help achieve this ongoing mission, the NEC would like to inform clubs of a few ways that may be used to collect dues payments from members. Authorize.net Payment Gateway Accept payments anywhere! Authorize.net is a safe, secure website that allows clubs to accept credit card and electronic check payments. This service will allow the club to automatically bill its members and better maintain its membership roster. There is a set-up fee, in addition to monthly costs. There is also a fee per transaction and a batch fee. The club should first create an account with the Authorize.net website by entering the club’s name, billing address, phone number, and bank account information. Members have the option of either paying with a credit card or through direct withdraw. Members can indicate the amount and frequency of their automatic payments. Credit Card Readers for Smartphones and Tablets PayPal Here, Intuit Go Payment, and Square are examples of credit card readers for smartphones and tablets that can be utilized by club treasurers to collect credit card payments from members. After downloading the credit card reader app of choice to their phone or tablet, the club treasurer will enter the club’s bank account information. Most services will send a free credit card reader to the given mailing address when the app is installed. The reader fits into the headphone jack of the smartphone or tablet. To accept payments, open the app and enter the amount that the member pays for dues, then swipe his or her credit card. The payment will be transferred to the club’s bank account. There is a fee on each transaction.
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ACH Payment Transfers ACH payments, which take the place of writing paper checks, are automatic transfers of money from one bank account to another. Most banks offer ACH transfers. On the ACH transactions section of club’s online banking account, the club treasurer should enter the name and bank account information for each member. Each member will indicate to the club treasurer the amount and frequency of this automatic payment for his or her dues to the club. Please contact your bank should you need any assistance. Contact: [email protected]
IMPORTANT INFORMATION ABOUT PAYING CLUB AND DISTRICT ACCOUNTS As a reminder, clubs and districts may pay their NEC balances online easily by following this link: http://www.nationalexchangeclub.org/pay/
Please note that this link is different than that which was used previously. Should you have any questions, please contact: [email protected].
AWARDS HIGHLIGHT NATIONAL SERVICE AWARD – Exchange Clubs listed below have achieved the National Service Award since July 1, 2018. When clubs earn one patch in each of the four service areas and sponsor any two additional projects, they receive a National Service Award Banner (first-time winners) and National Service Award Banner Patch. Winners are based on program and activities applications received at National Headquarters by June 30.
Earning this award demonstrates a commitment to Exchange and its Vision – A Strong America, safe communities and unified people. Congratulations and thank you to these clubs and their members! July 1-31, 2018 – Grayslake, IL Oxford, MS Cabo Rojo, PR
Donelson-Hermitage Area, TN Killeen, TX Noon, Copperas Cove, TX
Temple-Benton, TX Hampton Roads Networking, VA
August 1-31, 2018 – Grayslake, IL Cedar Falls, IA Oxford, MS Cabo Rojo, PR
The Midlands, SC Donelson-Hermitage Area, TN Killeen, TX Missouri City, TX
Noon, Copperas Cove, TX Temple-Benton, TX Hampton Roads Networking, VA Suffolk, VA
September 1-30, 2018 – Northeast, St Petersburg, FL Pompano Beach, FL Cedartown, GA Rome, GA Kosciusko, MS
West Fargo, ND Mitchell, SD Noon, McMinnville, TN Gatesville, TX Noon, Garland, TX
Sugar Land, TX Hampton , VA Wythe, Hampton, VA
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October 1-31, 2018 – Vero Beach, FL Four County Area, GA Milledgeville, GA Tifton, GA Gurnee, IL Duneland, IN Hancock County, IN Baton Rouge, LA
Waverly, IA Richland, MS Evening, Greater Mooresville- Lake Norman, NC Mooresville-Lake Norman, NC Springfield, OH Carlisle, PA Beaufort, SC
Jackson, TN Murfreesboro, TN Copperas Cove, TX Fort Bend, TX Henrico, VA Poquoson, VA Green Bay, WI
IN SYMPATHY John Caswell “Johnny” Johnson – John Caswell “Johnny” Johnson, father of Georgia Past District President Lisa Glisson, passed away at Dogwood Gardens in Eastman, GA, September 29, 2018. Lisa is a long-time member of the Exchange Club of Statesville, GA. Johnny was born in Newton County and was a 1954 graduate of Newton County High School. After graduation he attended the North Georgia School of Photography in Clarksville and joined the United States Air Force, graduating from
the Air Force School of Photography in Denver, CO, in 1956. He was a proud veteran of the United States Air Force and a resident of Dodge County since 1957. He was a member and deacon emeritus of Plainfield Baptist Church, a retired agricultural businessman and a former co-owner and operator of Tri-County Implement Company for 11 years and Tri-County Peanut Company for 35 years. He was owner of Pineland Farms in Plainfield which was designated as a Georgia Centennial Family Farm in 2012 by Governor Nathan Deal. Mr. Johnson was a former Volunteer Fireman and Fire Chief of Plainfield Volunteer Fire Department, a Certified EMT, former Assistant Coroner in Dodge County, past President and Board Member at the Dodge County Farm Bureau for nine years, EMS Director at Dodge County Hospital for four years, a Red Shirt volunteer, and worked at Stokes-Southerland Funeral Home for five years. Johnny was a dedicated husband, father, and grandfather and enjoyed spending time with his family and friends. He was son of the late Minnie Sue Meadors Johnson and Wilbur C. Johnson and preceded in death by his Wife, Martha Jane Parkerson Johnson. Survivors include: daughter – Lisa Johnson Glisson (David) of Statesboro; son – Michael Caswell “Mike” Johnson, Sr. (Kathy) of Plainfield; three grandchildren; six greatgrandchildren; sister – Clara Sue Johnson Ridling (Richard) of Covington; several nieces, nephews and cousins. Funeral services were held October 2, at Southerland Funeral Chapel, with interment in Plainfield Baptist Church Cemetery. Messages of condolences may be sent to Lisa and David Glisson at: 100 Rolling Woods Way, Statesville GA 30458. The family requests contributions to: Plainfield Baptist Church Building Fund, 271 Plainfield Road, Eastman, GA 31023; or Gideon’s International Bibles.
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Mary Emma Holland – Mary Emma Holland, wife of Ohio/West Virginia Past District President Jonathan Holland, passed away August 8, 2018, in Brunswick, GA. Jonathan is a former member of the Exchange Club of Springfield, OH. Mary was born on July 10, 1928, in South Vienna, OH, the daughter of the late Fabian and Opal (Tarbutton) Jones. She married Jonathan H. Holland on January 15, 1947. They have one son, Jonathon H. (Olivia) Holland of Brunswick, Georgia. She was a member of the Covenant Presbyterian Church and retired from the Springfield City Schools as an Administrative Secretary. Mary and Jon were members of the Springfield Country Club, Springfield Symphony and the Women’s Association of the Springfield Symphony Orchestra. Her first interest and concerns were for her husband and son. As her parents aged, she and her husband wanted to make sure her parents got to travel, taking them on many trips. Her personal interested was doing needlework, playing bridge and decorating their home. A memorial gathering of family and friends was held on August 15 at the Littleton and Rue Funeral Home. Graveside services followed at Ferncliff Cemetery. Contact information for the family is unavailable.
Joseph A. Leone, III – Joseph A. Leone, III, of Methuen, MA, brother of Past New England District President and present New England District Secretary, Ken Leone, passed away at age 71, on September 24, 2018. Joseph’s brother, Ken, is a longtime member of the Exchange Club of Methuen, MA. Joe was born in Lawrence on November 18, 1946, to the late Joseph and Lorraine (Gallant) Leone, Jr. He was a proud graduate of Central Catholic High School and Northern Essex Community College. A prominent builder in the community, Joe was once named Builder of the Year by the North East Builders Association of MA. He was a former owner of Leone Oil in Lawrence and
Methuen, and Partyrama in Salem, Plaistow, and Derry, NH. He was involved with his community, serving as Chairman of the Methuen Planning Board and he also was a former city councilor in Methuen. His hobbies included golf, car building and car racing, and spending time with his family. Joe was the beloved husband of Theresa (LaBelle) Leone for 49 years; and was the devoted father of Elisa Jordan (Christopher) of Methuen; Bridgette Pacheco (Richard) of Methuen; and Christine Hamel (Adam) of Methuen. Joe leaves seven grandchildren; brother, Ken Leone of Methuen; and sister, Celeste (Richard) Ulrich, of Williston, Florida. Joe also leaves behind many nieces, nephews, a large extended family and many friends. A funeral service was held September 28 at the Kenneth H. Pollard Funeral Home; interment followed at Elmwood Cemetery in Methuen. Memorial may be made to Mary Immaculate Nursing Center, 172 Lawrence St. Lawrence, MA 01841. Messages of condolences may be sent to Ken Leone at: 20 Calumet Road, Apartment 4L, Methuen, MA 01844-4057.
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Wendy Sue Holland – Wendy Sue Holland, 61, of Chester, NH, died Tuesday October 30, 2018 in the Elliot Hospital in Manchester, NH. Wendy is 1999/2000 First Lady Cindy Harb’s sister, and sister-in-law to 1999/2000 National President Bob Harb. She was a former member of Exchange Clubs of Plaistow and Timberline, NH. Wendy was born in Amesbury, MA, on November 21, 1956, a daughter of the late Henry and Audrey (Axten) Blackadar, Jr. Wendy owned and operated Chester Hollow Water Gardens in Chester with her husband. Wendy loved life and lived it to the fullest. She is survived by her husband Charlie Holland; two sons, Andrew Whitty and Daryl Whitty, Sr.; two daughters, Krista Holland and Rhonda Screen; six grandchildren; two sisters, Cindy Harb (Bob) and Linda Nici; as well as several nieces and nephews. She was predeceased by her sister, Brenda Blackadar. Services were held at Peabody Funeral Homes and Crematorium in Londonderry, NH, with interment in Great Hill Cemetery, Chester. Memorial contributions may be made to the American Cancer Society, 30 Speen St., Framingham, MA 01710. Messages of condolences may be sent to Bob and Cindy Harb at: 18 Hilltop Road, Plaistow, NH 03865.
HAS YOUR DISTRICT SUBMITTED 2019 CONVENTION DATES? Work will begin soon to assign a national representative to each 2019 District Convention. The assignments will be announced at the Mid-Year meeting of the National Board of Directors in Norfolk, Virginia. The calendar which follows includes information received from districts so far. If your district is not listed, it is very important that we are provided with the dates as quickly as possible. The location will also be helpful. District Convention information is needed for:
California/Nevada Mid-America Rocky Mountain Connecticut Bi-District Sierra Pacific Dakota Territory Mississippi South Carolina Indiana North Carolina Southwest Lakes and Prairies Northwest Wisconsin/Upper Peninsula Michigan Puerto Rico
Please email information to: [email protected].
EXCHANGE LEADERS’ CALENDAR AND IMPORTANT DATES
***Requests for national representatives must be submitted to National Headquarters in writing.***
November 7-11 – Northeast Exchange Club of St. Petersburg, FL, Annual Ribfest; Vinoy Park, St. Petersburg, FL – National President Scot Warren
November 12 – Exchange Club of Swift Creek Township and other area Wake County Exchange Clubs, One Nation Under God Event – Past National President and Volunteer Field Representative Elizabeth Grantham. November 15-18 – Service Club Leaders Conference; Nugget Casino Resort; Reno (Sparks), NV; hosted by The National Exchange Club – National President Scot Warren, National President-Elect Russ Finney; Chief Executive Officer Tracey Edwards; Membership Development Director Louise Kachmarik; Membership Development Manager Andrew Mehling
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December 4 – Exchange Club of Southwest Michigan’s 88th annual fundraiser kickoff luncheon – Chief Executive Officer Tracey Edwards
December 18 – Exchange Club of Tri-Cities, IL, Breakfast – National President Scot Warren January 6 – Exchange Club of Tri-Cities, IL, 40th Anniversary Celebration – National President Scot Warren
January 9-13 – National Mid-Year Leadership Summit; Sheraton Norfolk Waterside Hotel; Norfolk, VA; for 2019/2020 District Presidents (NEC Board arrivals on 1.9.19; DP arrivals on 1.10.19); all departures 1.13.19. An official meeting notice will be provided with additional details. January 26-28 – Colonial District Mid-Year Conference; Hampton, VA – National President Scot Warren February 1-2 – Texas District Mid-Year Conference; Hilton Garden Inn; Temple, TX February 16 – Michigan District Mid-Year Conference; Midland, MI – National President-Elect Russ Finney February 20-24 – Houston Livestock and Rodeo Parade and visit to the Exchange Club of Rosenberg, TX – National President Scot Warren March 11-12 – Volunteer Field Representative Training; Toledo, OH. (Arrival on Sunday, March 10; and departure on Wednesday, March 13.) April 12-13 – Exchange Club of Muskogee, OK, 36th Chili and BBQ Cook-off; Muskogee, OK – National President Scot Warren April 28 – Exchange Club of Trenton, MI; 3rd Annual 5K Blue Ribbon Run – National President Scot Warren District Conventions, weekend of May 3-5:
Florida; Pompano Beach, FL New England (possibly Cape Cod area)
May 5 – Exchange Club of the Quad-Cities, IL, 50th Anniversary Celebration Luncheon; Pinnacle Country Club, Milan, IL – National President Scot Warren District Conventions, weekend of May 17-18:
Tennessee; Music Road Resort; Pigeon Forge, TN District Conventions, weekend of May 31 – June 2, 2019:
Alabama; Lake Guntersville State Park; Guntersville, AL Colonial; Sheraton Norfolk; Norfolk, VA Ohio/West Virginia; Hope Hotel and Conference Center; Wright-Patterson Air Force Base, Fairborn, OH
District Conventions, weekend of June 7-9, 2019: Georgia; Macon, GA Lincolnland; The Chateau; Bloomington, IL Texas; Hilton Garden Inn; Temple, TX
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Texas/Louisiana Gulf Coast Yellowstone; Idaho Falls, ID
July 17-20, 2019 – 101st National Convention; Norfolk Sheraton Waterside Hotel; Norfolk, VA July 22-25, 2020 – 102nd National Convention; Hotel Eleganté Conference and Event Center; Colorado Springs, CO July 7-11, 2021 – 103rd National Convention; The Peabody Hotel; Memphis, TN IMPORTANT REMINDERS …
ATTENTION REGIONAL VICE PRESIDENTS, VOLUNTEER FIELD REPRESENTATIVES, DISTRICT PRESIDENTS AND DISTRICT PRESIDENTS-ELECT – Reports are due by the 5th of each month for Volunteer Field Representatives, District Presidents and District Presidents-Elect. Monthly reports are due from Regional Vice Presidents by the 7th of each month. The reports are a snapshot of activities in the past month. Please complete your report each month, as the information gathered is very valuable to your national leaders and staff.
Volunteer Field Representative reports:
Go to the Member Resources page on Exchange’s website at: https://members.nationalexchangeclub.org/content/member-resources – then to District Operations, click on More Resources and page down to VFR Monthly Report.
District President and District President-Elect reports: Go to the Member Resources page on Exchange’s website at:
https://members.nationalexchangeclub.org/content/member-resources In District Operations, click on District President Report or District President-Elect Report. Once the report has been converted to a spreadsheet you, along with the individuals listed on
the top the report, will receive a copy. A summary of the report will be distributed to: the National President, National President-Elect, Chief Executive Officer, Growth Team and Executive Manager, your Regional Vice President, Volunteer Field Representative(s) in your district, District President, District President-Elect and Immediate Past District President.
Any questions should be directed to: [email protected].
Regional Vice Presidents should email reports to: 2017/2018 National President Scot Warren, [email protected] 2018/2019 National President-Elect Russ Finney, [email protected] Chief Executive Officer Tracey Edwards and Executive Manager Gail Weller,
ATTENTION NEC FOUNDATION TRUSTEES – Monthly reports are due by the 7th; email to: NEC Foundation President Marc Schwartz, [email protected] NEC Foundation Secretary Tracey Edwards, [email protected] And, to: [email protected]
2018/2019 Youth of the Year Theme is: “HOW I AM A CATALYST IN MY COMMUNITY”
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THE 990 IRS FILING SITE is : www.irs.gov/990n; click on the link in the first paragraph to login and start filing – Form 990-N Electronic Filing system (e-Postcard)
IRS MILEAGE REIMBURSEMENT RATE FOR 2018 – The IRS has adjusted its optional standard mileage rate to $0.545/mile for 2018. The National Exchange Club’s policy is to reimburse board members for Exchange-related travel up to their budget at a rate that is half of that of the IRS, or $0.28/mile.
LEADING A SUCCESSFUL CLUB AND DISTRICT GUIDES for 2018/2019 are available online through the Member Resources page. These guides (formerly known as Club Leader/District Leader Planners) are extremely useful tools for all Exchange Club leaders, as they plan and execute their club/district year. Also, available through Member Resources is the indispensable Planning Year Calendar! The calendar is available in a printable format, as well as an interactive Google calendar. These calendars are Exchange Year-focused (July-June) and include important dates for all clubs/districts and members. To access these planning tools, you must login to the Member Resources page of Exchange's website.
TELECONFERENCE SERVICES – Teleconference meetings provide a very reliable, cost-effective way to bring district members together and keep the lines of communication open. Your National Headquarters will be happy to assist you in setting up a call. Let us know the date and time for your meeting; we will provide you with a toll-free dial-in number and passcode each person will use to access the call. Calls are invoiced at five cents per person per minute. To schedule a call, please email Executive Manager Gail Weller at: [email protected].
FREE ONE NATION UNDER GOD BROCHURES! – The NEC Foundation will provide up to 50 One Nation Under God brochures at no cost to any club upon request! Please take advantage of this important part of any Americanism program. (Limit 50 per club per year.) To place your order today, contact National Headquarters at 419.535.3232, or [email protected].
BRING TIME-OUT-TEDDY TO YOUR EVENT! Time Out Teddy is Exchange’s national “spokes-bear”, carrying the message of good parenting across America. Clubs and districts can rent the Time-Out-Teddy costume for events from National Headquarters. The standard rental fee is $60, plus all associated shipping costs. Upon completion of a signed contract, The National Exchange Club will ship the costume to you in its bag via FedEx or UPS. Your club or district is responsible for shipping the costume back in the same bag, in the condition in which it was received. For rental information, please contact: [email protected].
HOLIDAY SCHEDULE AT NATIONAL HEADQUARTERS Your National Headquarters will be closed on Thursday, November 22, and Friday, November 23, in observance of the Thanksgiving Holiday. The office will reopen for business Monday morning, November 26, at 8:30 a.m., Eastern Time. National Headquarters will close for the Christmas and New Year Holidays at 5 p.m., Eastern Time, on Friday, December 21; and will reopen for business on Wednesday, January 2, at 8:30 a.m. Eastern Time.
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HEADQUARTERS CONTACT INFORMATION Below is a list identifying various departments and areas of responsibility at the National Headquarters office. Phone – 419.535.3232. To place or inquire about an Exchange MarketPlace order, please visit: [email protected]. The National Exchange Club Administrative/Executive [email protected] Tracey Edwards, Chief Executive Officer Gail Weller, Executive Manager
Organizational administration and governance
Bylaw and policy information
National representative assignments; travel authorizations
Monthly Currents newsletter
Meeting/conference/convention planning Child Abuse Prevention Services [email protected] Genevieve Stults, Director Julie Odorzynski, CAP Services Specialist
Child Abuse Prevention program information; program development
Exchange Club Center services Membership [email protected] Louise Kachmarik, Director Andrew Mehling, Membership Development Manager National club building
Leadership and member development
Volunteer Field Representatives
[email protected] Sally Akers, Senior Member Service Specialist
Database maintenance; officer and address changes; membership and club records
Club/district historical information
Mailing label orders
General member service requests
National awards/Programs of Service
Supply orders and inquiries
Communications [email protected] Kristie Lindau, Director Joel Masters, Communications Specialist
Member FYI emails, Exchange Today magazine
Exchange public website and Member Resources pages
Public relations/marketing tools and training
Social media and public awareness Finance [email protected] Jackie Lewis, Finance Manager
Accounting; accounts payable/receivable processing; IRS issues
Intellectual property management
Insurance
Human resources Physical Operations Jim Baer, Director Christina Pawlaczyk, Physical Operations Specialist
Printing of Exchange publications
District bulletin printing; kit assembly
Building maintenance
Supply and product fulfillment operations
Shipping and receiving The National Exchange Club Foundation [email protected] Debbie Baldwin, Development Manager
Donor development, corporate/foundation support
Fundraising events and planned giving
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