CALF Impact Report 2021-22

Page 1

Excellence IMPACT REPORT / 2021−2022
Ensuring
united to strengthen
agriculture and sustainably
Our continuing commitment to all our stakeholders is to do this with our values of integrity, excellence and respect top of
We are grateful for the ongoing support considering all of the challenges affecting agriculture statewide. FOUNDATION MESSAGE / JULY 2021 - JUNE 2022 Ensuring Excellence 2−3FOUNDATION MESSAGE 4−5STRATEGIC PLANNING UPDATE 6−7ALUMNI MAKING AN IMPACT 8−11PROGRAM IMPACT 12DONOR IMPACT 14−15 FINANCIAL DATA 16−18DONORS 19LEADERSHIP LISTS Content Cover and page 2 photos: California Department of Water Resources 2 AG LEADERSHIP IMPACT REPORT 2021−2022
During FY 2021−22, the California Agricultural Leadership Foundation (CALF) realized continued progress against its priorities as developed in its most recent strategic plan. It also advanced its commitment to make a greater impact on our state’s agriculturalists, their issues and opportunities by focusing on our mission of “Growing leaders who make a difference” with a continuing vision of “Leaders
California
supply the world.”
mind.
By CALF Board Chairman Mike Young (35) and CALF President and CEO Dwight Ferguson

In the following pages, you’ll read how CALF has:

REALIZED increased interest in its programs, especially its core California Agricultural Leadership Program, while continuing to enhance the important fellow selection process.

ENSURED the excellence of its core, exchange and other programs by documenting, analyzing and enhancing them based on ongoing feedback and further strengthening of our dedicated CALF Education Team.

DRIVEN increased alumni engagement by improving and introducing new lifelong learning opportunities, along with enhanced communication practices and increased gathering activities (the CALF Alumni Council and nearly 50 class liaisons have been especially helpful with these efforts).

UPDATED its marketing and communication practices to include new and consistent designs for its printed and online publications, plus increased social media presence.

STRENGTHENED its commitment to financial stability by increasing resources in donor relations and introducing more advanced practices in outreach, gift tracking, segment-specific development and follow up.

As for the foundation’s financial position, we are disappointed to report our overall net asset value declined this year for the first time in many, due mostly to reductions in global equity markets and the impact that had on our

investment accounts. At the start of the financial year ending June 30, 2022, assets totaled a record high $27.8 million, declining to $23.9 million by year end, a decrease of 14%. Endowment and other investment accounts started the year at more than $27.2 million and declined to $22.7 million, a decrease of 17%.

Despite this negative balance sheet performance, our P&L results were favorable to plan and prior year on both our top and bottom lines. Thanks to the generosity of our many donors, total income grew to $3.0 million vs. $1.4 million prior year or +114%. Expenses of $2.8 million were managed favorably to budget, enabling changes in net assets without donor restrictions of $255,000 vs. -$28,000 prior year.

We are proud to share that the Salinas-based accounting firm of Bianchi, Kasavan & Pope LLP has once again issued a clean opinion of our financial reports, which you can view in part in this report and on our website, www.agleaders.org.

We thank all of you in the Ag Leadership family – the board of directors, alumni, core faculty, donors, other industry friends and staff – for your continued support and engagement. The potential for this foundation and its programs to make a difference and a positive impact on families, communities, businesses and ultimately, California agriculture, is as great as it has ever been.

DWIGHT FERGUSON
3 AG LEADERSHIP IMPACT REPORT 2021−2022
MIKE YOUNG

ST R AT EG I C Planning

UPDATE

In late 2020, the foundation embarked on a strategic planning process focused on reviewing and updating our mission, vision and values and reassessing our priorities. That process, led by Brandology, provided a critical roadmap for the foundation’s upcoming years and set the path for the foundation’s activities since its adoption by the board of directors in May 2021.

The five critical priorities include:

Fellow Selection

In 2022 we saw a strong applicant pool for Class 52, with 99 applicants to phase I, 94 to phase II and 71 people interviewed in phase III. That represented an 18.3% increase in qualified candidates interviewed year-over-year. Regional informational events were held in most regions in March and April 2022. Our selection process has evolved to include a strong focus on personal stories. This leads to more diversity among fellows, as we’re focused on a variety of elements, including but not limited to an applicant’s educational experiences, leadership exhibited to date, military background, immigrant generation, deep experiences, commodity(ies) represented, gender, religion, age, ethnicity, economic experience and more.

Along with this focus on diversity, we’ve aligned our process around confirming that the candidate has a strong passion for California agriculture and a high capacity to influence. The selection committees, made up of alumni and the deans from our four partner universities and Chico State, look to confirm that the candidate applications and interviews illustrate that they reflect our values of integrity, excellence and respect, and will bring a perspective to the class that will lift the learning potential for all. With the help of CALF Co-Interim Directors of Education Dr. Peggy Sears Perry (9) and Dr. Robert Flores, we’ve also applied more focus on readiness indicators in the application and interviews. We’re continuously updating our process based on what we learn through feedback gained by our participating stakeholders. This

transparent process ensures we’re placing our fellowship investment in people who will make a difference in their families, businesses, communities and on behalf of and for California agriculture.

Education and Curriculum

The Ed Team has been documenting, analyzing and building upon the core curriculum based on feedback received in the strategic planning process. This curriculum “blueprint” development includes a focus on increasing leadership impact within existing experiences by expanding topics and incorporating discussions of social and environmental justice, diversity, equity, inclusion and more. Succession planning remains a focus, including Dr. Louise Ferguson (30) transitioning her core faculty role at UC Davis to Dr. Amanda Crump.

The strategic plan also clearly outlines priorities and goals focused on better understanding how to measure the impact our fellows and alumni are making, aligned to our mission and vision.

To that end, in early 2022 we identified the opportunity to work with Claremont Graduate University’s LeAD Labs to provide the foundation with a comprehensive program evaluation – crafted in three stages – including the development of a theory of change model, a gap analysis and an evaluation plan. Work began this spring on the development of a theory of change model, which includes a comprehensive literature review,

discussion sessions with small groups of CALF stakeholders and a deep dive into our curriculum. The analysis will evaluate our current measurement tools and identify any gaps. Recommendations will then be made for improvement. The evaluation plan will outline the recommended steps for improved effective program evaluation. At the conclusion of this project, staff will evaluate the full report with the Ed Team and board of directors. We will identify what, and if, further analysis needs to be done and how we might use the details in this report immediately, including in our program evaluations and other forms of data collection.

Our exchange programs are thriving and growing: The D.C. Exchange was successfully reinstated and we’re in process to reinstate the CA Exchange soon.

Alumni Engagement

Deanna van Klaveren (32) transitioned to a full-time role in summer 2021 to provide support to our alumni community. She has initiated a book club as well as a renewed focus on First Fridays and quarterly alumni learning seminars. Keeping alumni contact information up-to-date has been a major priority. Over the past year, more than 600 alumni have provided contact information amendments. These have been incorporated into an updated alumni directory on the CALF website and alumni can now update their information directly on the site.

The Alumni Council (AC) is focused on connecting alumni through various opportunities, such as the Alumni Conference & Celebration Dinner and further lifelong learning opportunities.

Other AC priorities include: 1) understanding more about our alumni and tracking that data; 2) sustaining and growing lifelong learning through the reintroduction of L4 seminars for alumni; 3) optimizing communications, collaboration and connection; 4) facilitating relationship-building between

4 AG LEADERSHIP IMPACT REPORT 2021−2022

alumni and related organizations and 5) telling the alumni story in a way that sets clear expectations for giving. The AC’s engagement is stronger than ever, with monthly check-ins, quarterly meetings and an annual retreat, at which time the strategic plan priorities are front-and-center in the discussion.

Marketing and Communications

Meredith Rehrman Ritchie (28) was hired as CALF’s marketing and communications coordinator in fall 2021. A full-time staff member in this role has been beneficial for executing the foundation’s marketing strategies, bringing numerous projects in-house and efficiently assisting other staff members with their marketing and communications needs.

Financial Strength

Kelli Coffey joined the team as our donor relations manager in March 2022 and Mia Mirassou as our administrative assistant in February 2022. Both will be integral to our focus on continued engagement with donors. These new staff members are working with the team to increase our strong communication related to the program’s ROI, opportunities to engage through time, talent and treasure and to support events and fundraisers that lead to greater connection while also supporting the foundation financially. Thanks to generous alumni and stakeholder contributions, the foundation has the opportunity to apply financial resources to key strategic priorities.

In April 2022, the foundation reinitiated an event focused on Leadership Roundtable donors. A dedicated focus on donor relations and communications has led to increased and renewed giving in the final quarter of the year. Preparations are underway for estate giving and legacy society opportunities for donors.

Marketing and Communications

The foundation made an impact in marketing and communications during 2021-22, highlighted by a comprehensive brand refresh, including a new logo. Launched in April 2022, it generated positive buzz and excitement among alumni, fellows, donors, other stakeholders and staff. The new look and feel has been incorporated across numerous marketing and communications elements to engage and connect with these key audiences. All elements of the brand refresh aim to increase awareness of the California Agricultural Leadership Program and position it as the premier ag leadership program to potential candidates, donors, ag investors and the ag industry.

PRINT

The first issue of the redesigned Horizons magazine – a major component of the brand refresh – was published in June 2022. Issues are now 32 pages and feature informative, educational, fun and inspiring content. Half of the magazine is focused on alumni, with many positive alumni impact articles and testimonials. The redesigned impact report (formerly annual report) features content showcasing the impact of the foundation, program and alumni.

DIGITAL

The foundation continues to reach key audiences through a redesigned monthly email newsletter and eblasts. The brand refresh has also been incorporated into social media, through which we are further engaging and connecting with people. There is a strong focus on building our LinkedIn presence for industry outreach.

WEBSITE

Another significant component of the brand refresh is the foundation’s overhauled website, which will serve as a helpful informational resource for alumni, fellows, prospective candidates and supporters. An updated alumni directory and dedicated events page are in the pipeline.

OUTREACH CAMPAIGN

The foundation is creating an engaging outreach campaign – to be featured across publications, social media, website, videos and more – that will highlight alumni, their leadership and their positive impact in agriculture and beyond. The campaign will also increase awareness of the Ag Leadership brand among ag industry entities, potential candidates and donors.

5 AG LEADERSHIP IMPACT REPORT 2021−2022

Alumni Making an I M PAC T

Since the Ag Leadership Program was first delivered in 1970, nearly 1,400 commenced fellows have become influential leaders and active volunteers in agriculture, communities, business, government and education. The experiences and lessons learned through the program motivated them to make a difference in the agricultural industry and beyond. They embody the foundation’s mission, vision and values every day.

Featured here are some excerpts from Horizons issues during FY 2021–22. These are a fraction of the examples showcasing the powerful impact of Ag Leadership alumni.

HORIZONS / SUMMER 2022

Lloyd Stueve (4): Honored posthumously with the Oakdale Chamber of Commerce’s Lifetime Achievement award for his giving spirit and dedication to the community.

Mike Machado (9): Appointed to California Farmland Trust’s board of directors.

Murray Edwards (10): Appointed as lead independent director for First Financial Bankshares.

Dean Thonesen (12) and Barry Bedwell (13): Honored with the California Fresh Fruit Association’s Mentor’s Award.

Ted Sheely (13): Received the 2021 Cotton Grower Cotton Achievement Award.

Glenda Humiston (25): Testified before the U.S. House of Representatives Committee on Agriculture at a March 16 hearing – A 2022 Review of the Farm Bill: The

Role of USDA Programs in Addressing Climate Change.

Sara Neagu-Reed (49): Hired as director of advocacy and government affairs for AmericanHort, a D.C.-based horticulture advocacy group.

HORIZONS / WINTER 2022

Jim Nielsen (5) and his wife, Marilyn: Received the Asian Pacific Islander American Public Affairs (APAPA) Legacy Award for their continued support of the organization and its internship program.

Jim Clare (19): Inducted into the San Joaquin County Agricultural Hall of Fame.

Joe Pezzini (28): Hired as senior director of agricultural operations for Taylor Farms.

Devin Nunes (29): Named CEO of Trump Media & Technology Group.

Dennis Albiani (32): Named president and principal shareholder at California Advocates, California’s oldest contract lobbying firm.

Julie Morris (33): Named agricultural liaison/ project policy analyst for Santa Clara County for the University of California Agriculture and Natural Resources.

Teri Murrison (34): Named executive director of the Idaho Coalition of Land Trusts.

Ivor Van Wingerden (39): Appointed by USDA as a producer alternate on the Hass Avocado Board. He will serve a three-year term, which expires on Oct. 31, 2024.

Jessica Light (44): Honored with the UC Davis School of Veterinary Medicine 2021 Distinguished Service Award in recognition of her sustained support of the school’s livestock clinical training programs.

Tom Merwin (44): Named a 2022 Nuffield International Scholar, the first-ever from California.

Abby Taylor-Silva (45): Honored by the UC Davis College of Agricultural and

Martha Guzman (33): Appointed by President Biden to serve as the regional administrator for the U.S. EPA Region 9.
6 AG LEADERSHIP IMPACT REPORT 2021−2022

Environmental Sciences with the 2021 Award of Distinction – Distinguished Friends of the College in recognition for her leadership and efforts advocating for farmworker safety during the pandemic.

Chris Drew (47): Promoted to president and CEO for Ocean Mist Farms.

Heather Mulholland (44) and Sal Parra, Jr. (46) joined Fresno County Farm Bureau’s board of directors. They join reelected directors Mark Sorensen (23), Alfreda Sebasto (35), Jon Reelhorn (38), John Chandler (44) and Daniel Hartwig (49) (president).

HORIZONS / FALL 2021

Jim Nielsen (5): Named 2020 Legislator of the Year by the American Society of Civil Engineers Region 9, in part due to his significant role in supporting the cleanup and reconstruction efforts in Paradise after the Camp Fire.

Roz McGrath (18): Authored “Memoir of a Feminist,” which highlights her perspective and activism in the women’s movement

from the 1950s to present. The book also offers a concise overview of American women’s history.

Kent McKenzie (29): Received the 2021 California Rice Industry Award from the California Cooperative Rice Research Foundation.

Robert Hodgen (36): Named president and CEO of King Ranch, Inc., a privately held agricultural production and resource management company established in 1853.

Missy Gable (40): Nominated by the National Initiative for Consumer Horticulture to serve on the USDA Advisory Committee of Urban and Innovative Agriculture.

Doug Phillips (40): Named president of Schuil and Associates, a real estate brokerage specializing in agriculture. He is the first non-family member to helm the company.

Abby Taylor-Silva (45): Presented with the 2021 Ag Leader Award during the National Steinbeck Center’s Valley of the World event, which recognizes key figures of the

Salinas Valley agricultural industry.

Alyssa Houtby (49): Promoted to senior director of federal affairs for California Citrus Mutual, a nonprofit trade association advocating for the sustainability of California citrus growers.

HORIZONS / SUMMER 2021

Randall Lange (14): Elected second vice chair of Wine Institute for the 2021-2022 fiscal year.

Jackson Gualco (20): Appointed to the advisory board of the University of California Center, Sacramento by the UC and UCD provosts.

Jenny Lester Moffitt (47): Appointed by President Joe Biden to be undersecretary of the U.S. Department of Agriculture Marketing and Regulatory Programs.

Lindsey Liebig (50): Named Woman of the Year 2021 by Assemblymember Ken Cooley for contributions to community and dedication to the ag industry.

7 AG LEADERSHIP IMPACT REPORT 2021−2022
Photo: California Department of Water Resources

Program I M PAC T

Class 51, Year One Seminar Recaps

OCTOBER 2021

Fresno

Inaugural seminar devoted to orientation to the program and one another, gaining familiarity with foundation staff, expectations, terminology and program culture; “Leadership and Self-Deception” review and discussion; review results of personal preferences using the Myers-Briggs Type Indicator (MBTI) and reflection on general characteristics of a leader.

“It’s a special thing to walk into that first seminar day and know that you’re setting out on a journey with 23 other fellows that is going to change your lives. The first seminar sets such an important foundation for the rest of the program - I find myself referring back to ‘Leadership and Self-Deception’ and my initial Myers-Briggs assessment o en in my work and personal life. ‘Leadership and Self-Deception’ specifically has already had ripple effects in my life and I have shared it with friends and co-workers.”

NOVEMBER 2021

San Luis Obispo

Team building activities and storytelling to build trust, developing and delivering informative speeches, practice in captivating an audience, discussion of effective media consumption and engagement tactics, practice as presiding fellows, more reflection on the results from the MBTI, and developing listening skills.

“The thought of public speaking has the tendency to strike fear into most and that was apparent during this seminar. Writing and delivering an informational speech put most of us, myself included, completely out of our comfort zone. But, with the guidance from our speech coaches, we were taught the skillset to properly create and deliver a great speech and most importantly, it provided the fellows with the confidence needed when speaking in public.”

8 AG LEADERSHIP IMPACT REPORT 2021−2022

DECEMBER 2021

Davis

Group dynamics, “Crucial Conversations,” unconscious bias and intercultural perspectives, debriefing on the TKI (Thomas-Kilmann Conflict Mode Instrument), engaging community, site visit to Mercy Pedalers and Loaves & Fishes to explore issues for the homeless.

“This seminar was a very special one. We met wonderful people like Sister Libby from Mercy Pedalers and Angela and George from Loaves & Fishes, who give so much hope and kindness to those less fortunate. These selfless heroes provide the unhoused population with a warm cup of coffee, shelter, warm meal and a safe place to rest. We learned how to prepare to have a crucial conversation, got an understanding of how we behave when faced with conflict and discussed ethnic diversity and inclusion. This seminar provided me with the best gi for the holiday season by teaching me about humility, humanity and community.”

—Miguel

JANUARY 2022

Pomona

Leadership lessons from Class 50, exploring the role of culture in leadership, introduction to Homeboy Industries and Father Greg Boyle’s leadership, learning about the Japanese American experience and the internment camps, site visit to Crossroads’ programs for women who were formerly incarcerated, book presentations and discussion, envisioning culture competency.

“The CALF mantra of ‘packing flexibility’ was tested here, as our scheduled tours of Homeboy Industries and the Asian American History Museum were impacted by the rapidly evolving protocols of the then-new Omicron variant. This, however, did not take away from one particularly impactful experience. Our visit to Crossroads, a rehabilitation home for formerly incarcerated women, has stuck with each of us in such a way as to start a core theme through our program of learning to approach difficult interactions and new ideas with open minds and hearts.”

9 AG LEADERSHIP IMPACT REPORT 2021−2022

FEBRUARY 2022

Fresno

Exploring the connection between biological systems and leadership behaviors, studying emotional intelligence (EQ) and the interplay in addressing leadership challenges, interpreting individual results from the EQ 2.0 assessment, leadership from historical perspectives, preparation and planning for the national seminar.

“Our deep dive into EQ was both humbling and inspiring. I was able to understand the importance of emotional intelligence as a leadership skill and challenge myself to work on further developing my EQ skill set. Learning about the impact of EQ on historical leadership decisions and cognitive development was incredibly eye-opening and has helped me deal with challenging situations in my personal and professional life.”

FEBRUARY & MARCH 2022

National Seminar

SACRAMENTO: How various levels of government operate, public policy careers, alumni panel on regional and state public boards, meeting with legislators, role of ag advocacy organizations and firms, stateless refugees discussion and sustainable water management at the state level.

MINNEAPOLIS: Mapping Prejudice (a University of Minnesota program), policing perspective, Hmong community issues, visit with Islamic community, dismantling the school to prison pipeline, community leadership in action with George Floyd Memorial and Sanneh Foundation.

WASHINGTON, D.C.: National Defense University exercise, Congress and the press, meeting with staff and representatives, styles of leadership in a legislative body, interactions with D.C. Exchange alumni and discussion of Bosnia, Serbia, Kosovo and Croatia.

“This seminar was pivotal for me personally, leaving a lasting impact on the way I engage with our country’s political process. This seminar created an understanding of how accessible and truly human our political representatives are and created an avenue for me to understand how I can make a difference, starting at the local level. I le this seminar with a renewed interest in the work being done constantly by public servants on Capitol Hill and a sense of pride in the checks and balances of our political system.”

10 AG LEADERSHIP IMPACT REPORT 2021−2022

APRIL 2022

Pomona

Site visit to Homeboy Industries, role of power in leadership, personal power and how to use it, Leadership Gone Awry panel, debriefing of book “Deep Change,” the Balkans as a microcosm of Eastern Europe, setting priorities, site visit to St. Sava Serbian Orthodox Church.

“This was our first time back together as a class a er our eventful national seminar. Dr. Perry’s seminars in Pomona are both enlightening and refreshing. I was particularly impacted by the personal power aspect of leadership strategies discussed. Especially my introduction to Stephen Covey’s time quadrant model, which made a deep impact on me and my current perspective of my time management processes and how I could better improve upon those.”

UNIVERSITY FOCUS

Social and cultural issues, history and religion related to international destinations, personal power, leadership styles, personal and organizational change management.

MAY 2022

San

Luis Obispo

Prepare and deliver a persuasive speech, explore current societal trends in power and privilege, enhance knowledge of communication tools to use in times of crisis, explore and discuss assertive behaviors, relate the role of influence and motivation in exercising leadership abilities.

“This seminar profoundly impacted me in three ways. First, through our persuasive speeches, developing the ability to cra a message and deliver it clearly and effectively in public. Second, through understanding the role of the media and exploring ideas on how to interact with them when approached. And lastly, the barbecue dinner at Talley Vineyards again confirmed how fortunate I am to be a part of such a passionate and committed Ag Leadership community.”

Team building, communication skills and personal assessment.

Emotional intelligence, criminology and national leadership issues.

Conflict management, facilitative leadership, economics, local and state government.

11 AG LEADERSHIP IMPACT REPORT 2021−2022

Growing leaders who make a difference cannot happen without you!

During the 2021-2022 fiscal year, more than 450 financial donations were made to the California Agricultural Leadership Foundation to benefit leadership skills to strengthen California agriculture, businesses, communities, families and more. There were more than 195 volunteers who contributed more than 4,300 hours of their personal time to strengthen alumni connections, execute on fellow selection and further the mission of the foundation. Our community only further demonstrates their generosity through in-kind gifts this year – ranging from hosting an event to donating raffle prizes. Every contribution from Ag Leadership supporters makes a difference in the foundation’s ability to execute on its mission of “Growing leaders who make a difference.”

Donor I M PAC T

408 unique donors 457 financial gi s 15+ in-kind donations 195+ volunteers 4,300+ hours spent volunteering or 180 full days volunteering for Ag Leadership
12 AG LEADERSHIP IMPACT REPORT 2021−2022

Thank you to our generous donors for investing in Ag Leadership. Your gifts help sustain and grow the excellent programs we produce to strengthen California agriculture.

We appreciate your support!

FINANCIALS & DONORS

13 AG LEADERSHIP IMPACT REPORT 2021−2022

STATEMENTS OF FINANCIAL POSITION

(Statements from June 30, 2022 and 2021)

ASSETS 2022 2021

CURRENT ASSETS

Cash and cash equivalents

$ 60,409 $ 337,261

Contributions receivable 200

Pledges receivable 673,527 143,049

Short-term investments 664,458 851,266

Other current assets 6,000 14,443

TOTAL CURRENT ASSETS $ 1,404,394 $ 1,346,219

Property and equipment – net 40,001 9,234

Pledges receivable – net 379,669 5,802 Long-term investments 22,068,736 26,397,537

TOTAL ASSETS $23,892,800 $ 27,758,792

LIABILITIES AND NET ASSETS

CURRENT LIABILITIES

Accounts payable

$ 179,895 $ 60,725

Funds held for others 305,501 335,561

Other current liabilities 161,461 158,610

TOTAL CURRENT LIABILITIES 646,857 554,896

Long-term liabilities 57,449 21,515

TOTAL LIABILITIES $ 704,306 $ 576,411

NET ASSETS

Without donor restrictions $ 3,072,262 $ 2,817,099

With donor restrictions 20,116,232 24,365,282

TOTAL NET ASSETS 23,188,494 27,182,381

TOTAL LIABILITIES AND NET ASSETS $23,892,800 $ 27,758,792

STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS

(Statements from June 30, 2022 and 2021)

CHANGES IN UNRESTRICTED NET ASSETS 2022 2021

REVENUES AND GAINS

Special events gross revenues

$ 345,726 $ 177,916

Less: special events direct costs -186,904 -61,941

Net revenues from special events 158,822 115,975

Contributions 2,092,826 785,376

Net investment income -301,365 418,711

In-kind revenue 21,483 15,544

Other income 119,059 81,196

Net assets released from restrictions 925,000 0

TOTAL REVENUES AND GAINS $ 3,015,825 $ 1,416,802

EXPENSES

Program services

$ 1,670,925 $ 741,289

Fundraising 654,488 367,211 General and administrative 435,249 336,481

TOTAL EXPENSES $ 2,760,662 $ 1,444,981

CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS: 255,163 -28,179

CHANGES IN NET ASSETS WITH DONOR RESTRICTIONS:

Net investment income -4,164,246 5,322,612

Net assets released from restrictions -925,000 0

Endowment contributions 840,196 769,930

CHANGES IN NET ASSETS WITH DONOR RESTRICTIONS $-4,249,050 $ 6,092,542

*Note: Additional financial information may be found on our website, www.agleaders.org.

CHANGE IN TOTAL NET ASSETS $-3,993,887 $ 6,064,363

TOTAL NET ASSETS, BEGINNING OF YEAR $ 27,182,381 $ 21,118,018

TOTAL NET ASSETS, END OF YEAR $23,188,494 $ 27,182,381

14 AG LEADERSHIP IMPACT REPORT 2021−2022

Restricted Fund Group

Dean Brown Endowed Founder's Chair

Corpus year end Fiscal year Corpus year end Accrued value year 6/30/2021 contributions 2022 6/30/2022 end 6/30/2022

$ 1,000,000 $ 0 $ 1,000,000 $ 1,553,715

JG Boswell II Endowed Founder's Chair 1,000,000 0 1,000,000 1,553,715

Special Purpose Accounts [detailed below] 2,808,108 204,792 3,012,900 3,816,427

Board Designated Endowment 1,000,000 0 1,000,000 1,553,715

Dean and Charles Buchinger Memorial Endowment 105,005 2,350 107,355 158,647

Franklin Otis Booth Legacy Fund 6,857,147 100,750 6,957,897 9,078,470

Dean Brown Growth and Innovation Fund 38,450 500 38,950 56,131

JG Boswell II Legacy Fund 1,917,850 0 1,917,850 2,473,125

Stewart & Lynda Resnick Wonderful Legacy Fund 2,000,000 500,000 2,500,000 2,489,249

TOTAL RESTRICTED FUND $ 16,726,560 $ 808,392 $ 17,534,952 $ 22,733,194

Restricted Fund Group

SPECIAL PURPOSE ACCOUNTS

Fellowship Funds:

Corpus year end Fiscal year Corpus year end Accrued value year 6/30/2021 contributions 2022 6/30/2022 end 6/30/2022

Alumni Fellowship $ 18,595 $ 405 $ 19,000 $ 25,509

Dean Brown Fellowship 10,550 0 10,550 14,484

Women in Leadership Fellowship 32,250 0 32,250 41,941

Lagomarsino Family Fellowship 73,150 10,000 83,150 100,959

Richard Pidduck Fellowship 64,775 5,833 70,608 93,473 Manassero Fellowship 110,228 1,450 111,678 152,627

John and Sheila Lake Fellowship Fund 81,250 76,000 157,250 161,525

Thomas Mulholland Fellowship Fund 138,000 12,000 150,000 174,072

Paul and Yvonne [Natsuhara] Murai Fellowship Fund 39,281 5,111 44,392 49,271

Gene Rapp Fellowship Fund 43,075 2,183 45,258 52,254

Jim and Betsy Hansen Family Fellowship Fund 51,413 5,000 56,413 65,542

John and Betsy Grether Fellowship 189,600 7,500 197,100 234,225

Patricio Family Fellowship 25,000 0 25,000 30,071

John & Eda Muller Fellowship Fund 67,005 1,183 68,188 79,213

Mike &Jakki Sencer Fellowship 10,000 250 10,250 8,627

ENDOWMENT FUNDS

Bob Gray Endowment

$ 179,462 $ 11,031 $ 190,493 $ 225,930

Borba Family Endowment 213,475 0 213,475 305,964

Ladera Foundation 241,500 1,500 243,000 362,947

Class 12 Endowment 30,220 3,100 33,320 42,755

Class 17 Endowment 47,938 1,600 49,538 66,673

Class 23 Endowment 15,500 500 16,000 18,630

Class 25 Endowment 27,020 3,350 30,370 33,798

Class 30 Endowment 108,347 5,590 113,937 152,354

Class 33 Endowment 50,269 2,700 52,969 72,437

Class 41 Endowment 33,855 9,233 43,088 47,155

Class 43 Endowment 23,200 2,550 25,750 28,892

Jess Rhody Class 45 Endowment 27,455 7,500 34,955 35,594

Class 47 Endowment 15,150 1,600 16,750 18,501

General Endowment 619,790 18,823 638,613 824,409

MEMORIAL FUNDS

David Charles Martella Endowment

$ 50,125 $ 4,950 $ 55,075 $ 62,492

Tim O'Neill / Class 10 Memorial Fund 46,695 2,500 49,195 65,440

Michelle Turner Memorial Endowment 23,110 600 23,710 36,033

Dr. George Johannessen Memorial Endowment 32,000 0 32,000 48,528

Remo L. Matteucci Memorial Endowment 10,000 0 10,000 13,054

Richard R. Smith Memorial Fellowship Fund 58,825 750 59,575 71,048

TOTAL $ 2,808,108 $ 204,792 $ 3,012,900 $ 3,816,427

15 AG LEADERSHIP IMPACT REPORT 2021−2022

$600,000

The James G. Boswell Foundation

$500,000

Resnick Foundation

$200,000

The Otis Booth Foundation

$50,000 – $99,999

Almond Board of California John and Sheila Lake Taylor Fresh Foods Inc.

$10,000 – $49,999

AGR Partners LLC

Canterbury Consulting Inc. Doug and Jan Circle / Circle Vision Driscoll’s

Farm Credit: Farm Credit West, CoBank, American AgCredit Ladera Foundation

Lagomarsino Group Montpelier Farming Corporation Tom Mulholland

Peggy Sears Perry

Rabo AgriFinance

Reiter Affiliated Companies Syngenta

The Zenith Wells Fargo

Western Growers

Michael and Jennifer Young

$2,500 – $9,999

Anonymous Anthony Costa & Sons LLC

Philip Bowles

Anthony Bozzano

Rick Burnes / Sunridge Nurseries Inc.

Burroughs Family Orchards / Heriberto and Benina Montes; Rose Marie Burroughs

Carlos and Mercedes Castaneda John Colbert

Gary and Diana Cusumano D’Arrigo Bros. Co. of California

Dwight and Nancy Ferguson

Bob and Pat Gray

John and Gail Gray John and Betsy Grether

Hancock Farmland Services

Jim and Betsy Hansen HMC Marketing

Stanley Kjar Jr.

Land IQ

J. Link and Sally Leavens

John and Edyth Ledbetter

Candice and Justin Micheli Nelson Irrigation Corporation

Paul Parreira

Pecht Ranch Jean and Bill Phillimore Richard Pidduck R. Gorrill Ranch Enterprises

Riddle Farms LLC / Kevin Riddle

Gerry and Elaine Rominger

Jan Smith

Pierre Tada Brian Talley

Woolf Farming and Processing

$1,000 – $2,499

Agriland Farming Co. Inc.

Allied Grape Growers

Anonymous

Arthur Bliss Ranch

Bob and Anne Atkins Yissel Barajas

James Beecher

Fred and Caroline Berry Jeff and April Bitter

Carson and Natalie Britz Buck Camp/Tim O’Neill Fundraiser (Class 10)

Mike Bennett

Lance Brown Steve Chrisman John Crossland Bill Daniell

Bob Denney Randy Linquist Paul Martin Mike Phelan

Mark and Mona Burrell California Poultry Federation Karen Caplan

William and Jennifer Carriere Ben and Denise Carter Chino Valley Ranchers Jim and Ellen Clare Clauss Dairy Farms William Coit

Doug DeGroff Jensen Devaurs

Doug and Jane Dickson Matthew Efird

Elkhorn Packing Co. LLC

Rick and Bonnie Fenaroli Matt and Julie Fisher

Five Crowns Marketing Fresno Equipment Company

John and Sharon Garner Dino Giacomazzi

John and Jane Gibson Hans and Jillian Herkert

Kevin and Diane Herman

J.D. Heiskell Company

Kimberly Clauss Jorritsma

Holly King

Bob and Jennifer Kolberg

Charles Kosmont

Leavens Ranches LLC

Linder Equipment Company

Michael and Mary Ann Maciel Mark and Megan McKean Justin Morehead Heather Mulholland

Paul Newton

Pacific Ag Management Inc.

Beth Brookhart Pandol Pandol Bros. Inc.

Ty and Sheri Parkinson

Sal and Ramona Parra

Tom and Kelley Parsons

Eugene Peterson

John Pucheu

Alan Reynolds / E. & J. Gallo Winery

Daniel Rodrigues

Leland Ruiz

Rick and Michelle Schellenberg

Kevin and Lori Steward

Rosemary Talley David and Judy Theodore

The Water Agency Inc.*

Craig Underwood Val Mar Farms LLC

Deanna van Klaveren

Blake Vann

Garnett Vann

Ivor and Brooks Van Wingerden

Kim and Thomas Vetsch

Mary-Ann Warmerdam

Ellen and Mike Way

John Weiler

16 AG LEADERSHIP IMPACT REPORT 2021−2022 DONOR LIST / JULY 1, 2021 - JUNE 30, 2022

Western Ag Crop Insurance Services LLC / Todd Snider

Ken Zimmerman

John and Teresa Zonneveld

$500 – $999

A-Bar Ag Enterprises / Aaron Barcellos

Anonymous

Aaron Barcellos

Art Barrientos

William Bennett

John Boyes

Richard and Fran Bozzano

William Chandler

Lucinda Chipponeri

Hal and Sue Collin

Charlie and Jackie Crabb

Paul Crout

Les and Cindy Crutcher

Steve and Kelly Danna

DiBuduo Land Management Co. Inc.

Miranda Driver

John Ellis

James Ewart

Fanciful Company

Donna Caston Farmer

Joseph Ferrara

Fred and Susan Ferro

Seth and Sandy Fiack

Kay Filice

Mike and Jeanette Fitch

Robert and Sheryl Flores

Robin Flournoy

John and Mary Ann Frye

Gary McKeighan Insurance*

Bill Gisvold

Rob and Joyel Goff

Robert Goodwin

John and Carol Gorter

Jonathan “Jody” Graves

Edward Grether

Nicole Hayden Les and Janet Heringer

Huntington Farms

Dale and Mary Jane Huss

Junior Enterprises LLC

Denise Junqueiro

Nomie Kautz

Stan and Sheri Lester

Bob Lilley

Jazmin Lopez

Adam Lovgren

Lyons Investments L.P.

Lyons Land Management L.P.

Todd Manley

Marv Coit Inc.*

Doug McGeoghegan

Kent and Kathryn McKenzie

Ed McLaughlin

Danielle and Steve McShane

Michael Mendes

Jason Miller

John and Eda Muller

Jonathan Munger

Stephen and Wendy Murrill

Mike and Megan Newton

Pacific Orchard Development Inc.*

Joseph Petersen

Pioneer Equipment Co. / Dave Wilson

Putman Auctioneers Inc.*

Ron and Phyllis Quinn

Maureen and Sherm Railsback

Alan and Patricia Reynolds Rossi Bros. Tire & Auto Service*

Salmonson Family Trust

John Salmonson

Ryan and Tracy Schohr

Andrew Duffy Sill

Paul Silva and Abby Taylor Silva

Scott and Susan Van Der Kar

Roger Wood

Stuart Yamamoto

Norm Yenni

$250 – $499

Jose Luis Aguiar

Julie Allen

Amazon Smile

American Takii Inc.

David and Nina Ames

Cherie Watte Angulo

David Arakelian

Steven and Deborah Arnold Linda Ballentine

Thomas Chandler

Michael Chrisman

Michele Clark Class 48

Edwin Coe

Noelle Cremers

CRS Farming LLC Clay Daulton Peter DeGroot

Steven Dennis Michael Dimock John and Antoinette Draxler Mark and Lorraine Edsall

Tom and Rose Ann Ellis Richard Engel

Joey Fernandes Louise Fisher

Bryan Foley

Lori Frommer

Michael George Janet and Glen Goto George Gough Layci Gragnani Jared Gross Less and Claudia Guthrie Frank Hilliker

Phil Hogan

Gayle Holman Holt of California Glenda Humiston

Benny and Donna Jefferson Janis Jones

Kevin and Denise Jones Michael and Jessica Kelley Michael Kuehn

Larry and Elise Layne William and Kristine Lewis

Eric Limas

Robert Longatti

Ralph and Denene Lucchetti

Melissa Macfarlane

Caleb and Kate McCutcheon

Leo McGuire

Ahna Miller

Dina and Mark Moore

Richard and Charlene Moss

Sopac McCarthy Mulholland Nebraska LEAD

James Neeley

Joanne Nissen

Sam Oki

Steve and Elaine Olson

Brenda Ouwerkerk

Lane and Joyce Parker

Vernon and Carol Peterson

Mark Quisenberry

Todd and Andrea Rehrman

Meredith Rehrman Ritchie

Don Roberts

Lisa Rosenquist Karen Ross

Douglas Rudd

Ruben and Nancy Rueda Joe and Jill Sabol

Gerald Schwartz

John Slinkard Mark and Kim Sorensen Paul Sousa and Family

Robert Steinhauer

Keith and Marcia Swinger

Lance and Audrey Tennis

The Gualco Group Inc.

Ann Thrupp

Joe Turkovich

Michael Turnipseed

VF and B Farms Inc.

Ken van Loben Sels

Paul Violett

David Viviani

David Warter

Ken Wiseman

17 AG LEADERSHIP IMPACT REPORT 2021−2022

UP TO $249

Advanced Nut Crop Sciences*

Ag & Industrial Supply Inc.*

Anonymous

Emily and Tony Ayala

Jane Barnes

Kristen Bennett Scott Berndt

Scott Berndt*

Brazil Lo-Bed*

Karen and Judith Buchinger

Robert and Nancy Cadenazzi

Kirk Clark

Jeff Colombini

Margaret D’Arrigo

Peter and Sandra Dinkler

Christina Fischer

Joseph Garcia Jr.

Cathy Haas

Bruce Hall Ron Hardy

Jessica Headen

Benjamin Henry Bart Hill

Dennis and Marilyn Icardi

Julie Johnson

A.G. Kawamura

Mary Kimball

Melissa Lema

Susan and Gene Lundquist

MARFAB*

Margaret Martindale

Adam Martinez

Michael McCaffrey

Dexter and Lynda McDonald

Matt and Luanne McInerney

Peggy McNutt

Daryn Miller

Nicholas and Shelly Miller

Patricia Miller*

Jenny Lester Moffitt

Julie Morris

Teri and Richard Murrison Daniel and Nancy Nelson Network for Good / Facebook

Maxwell and Diane Norton

Mark Oldenkamp

Ortiz Orchard Brush Shredding*

Libby Ouellette

Punit Parmar

Mathew Patton

Rich and Dorothy Peterson

Robert Rathbone

Kevin and Liza Robertson

Peter and Carissa Ryström

Karen Wetzel Schott

Dave and Chamaine Silva

Julie Spezia

Etaferahu Takele

Doris Uyeda

Yezmin Carrasco Valle

Bill Van Skike

Tim Vaux

Duane and Patricia Wickstrom

IN MEMORY OF MONICA GARIBALDI

Albert Adreveno

IN MEMORY OF TOM HAGOPIAN (13)

Lucinda Chipponeri Dennis and Kathleen Leonardi Steve Olson

IN MEMORY OF ADIN HESTER (3)

Stephanie Cahill

IN MEMORY OF JIM MANASSERO (1)

Ralph E. Myers

IN MEMORY OF DAVID ROY MARTELLA (22) Paula Clark

IN MEMORY OF MELVIN ONETO (4)

Ken and Florrie Oneto

IN KIND

AGR Partners LLC

Scott Berndt

Loren Booth

Anthony Bozzano

Bozzano & Company

Mandy Critchley

Lucas Espericueta

James Ewart / Delicato Family Vineyards

Matthew Fisher

G3 Enterprises

Melissa Macfarlane

Steve and Danielle McShane

Tom Merwin

Yvonne Sams Mike Sencer

TMD Creative SPECIAL EVENTS

IN MEMORY OF WOODY BARNES

Richard Clauss

IN MEMORY OF RICK COSYNS (21)

Lynne Cosyns

Pam and Henry Giacomini

Deborah Hurley

Richard Pidduck / Santa Paula Creek Ranch

Susan Zumwalt

IN MEMORY OF JANET CRAMER

Bob and Anne Atkins

IN MEMORY OF BILL DANIELL (10)

Randy and Barbara Linquist

IN MEMORY OF PAUL DAVY (33) AND SONNY KALKAT (33)

Martha Aceves

IN MEMORY OF STEVE DODGE (49)

Bob and Shirley Dempel Peggy Sears Perry

IN MEMORY OF JOHN “BOB” PAULSON (9)

Kathryn Paulson

IN MEMORY OF LLOYD STUEVE (4)

Bob and Shirley Dempel Larry Lemke

IN MEMORY OF DANIEL YERXA (11)

Jacquie and Tom Courtright

IN HONOR OF BOB GRAY (HONORARY FELLOW)

Edwin and Kaye Camp

IN HONOR OF BILL AND MARY LYONS

Bill Lyons

IN HONOR OF BRIAN O’NEILL (50)

Kristi Robinson

IN HONOR OF KERRY TUCKER

David Marguleas

Ag Leadership Alumni World Ag Expo Breakfast: $104,435

Dean Brown Leadership Foundation / Golf Tournament: $21,000

Region 9 Golf Tournament: $50,000

NorCal Ag Leadership Sporting Clay Shoot: $11,997

Colusa Farm Show Breakfast: $29,009

Common Threads Central Valley: $3,992

*Class 50 Giving

18 AG LEADERSHIP IMPACT REPORT 2021−2022

BOARD OF DIRECTORS

Yissel Barajas (40)

Reiter Affiliated Companies

Loren Booth (27)

Past Chair (through April 2022) Booth Ranches LLC

Cameron Boswell (42)

Vice Chair J.G. Boswell Company Karen Caplan Frieda’s Inc.

Correen Davis (45) Gorrill Ranch Rob Goff (45) Wonderful Orchards

Mike Mendes (39) Trinitas Farming

Paul Parreira (44) Parreira Almond Processing Co. / RPAC LLC

Eugene Peterson

Secretary-Treasurer Wells Fargo Emily Rooney (39) Agricultural Council of California Dr. Dennis Nef California State University, Fresno

Bill Van Skike (32) Plexus Mozambique Michael Young (35) Chair Wegis & Young

CORE FACULTY MEMBERS

Dr. Athanasios “Alex” Alexandrou

California State University, Fresno

Dr. Amanda Crump University of California, Davis

Dr. Louise Ferguson (30) University of California, Davis

Dr. Robert Flores California Polytechnic State University, San Luis Obispo

Ben Lehan (through April 2022) California State Polytechnic University, Pomona Dr. Peggy Sears Perry (9) (effective April 2022) California State Polytechnic University, Pomona

UNIVERSITY DEANS

Dr. Helene Dillard University of California, Davis

Dr. Martin Sancho-Madriz California State Polytechnic University, Pomona Dr. Dennis Nef California State University, Fresno Dr. Andrew Thulin California Polytechnic State University, San Luis Obispo

ALUMNI COUNCIL

EXECUTIVE COMMITTEE

Jason Cole (42)

Past Chair (through July 2021)

Board Liaison (effective Aug. 2021)

Steve Dodge (49) (through Jan. 2022)

Heather Mulholland (44) Vice Chair (through Jan. 2022) Interim Chair (effective Feb. 2022)

Bill Van Skike (32)

Board Liaison (through Jan. 2022) Past Chair (effective Feb. 2022)

ALUMNI COUNCIL AT-LARGE DIRECTORS

Manpreet Bains (43) Education Team Liaison Sal Parra, Jr. (46) Education Team Liaison

ALUMNI COUNCIL REGIONAL DIRECTORS

Region 1: Kelly Mora (48)

Region 2: Taylor Serres (49)

Region 3: Tom Merwin (44)

Region 4: Matt Toste (41) (through July 2021)

Region 4: Yvonne Sams (45) (effective July 2021)

Region 5: James Ewart (49)

Region 6: Ian LeMay (48)

Region 7: Anthony Bozzano (43) Region 8: Lucas Espericueta (45)

Region 9: Ted Grether (47) (through Oct. 2021)

Region 9: Luis Calderon (49) (effective Oct. 2021)

Region 10: John Dmytriw (49) Region 11: Ellen Way (28)

Dwight Ferguson President and CEO Abby
Executive Vice President Dr. Robert Flores Interim
of Education Dr.
Interim
Education
Donor
Finance
Programs
Marketing
Communications Coordinator
Emily
Enterprise
Administrative
Exchange Programs
Hannah
Student Intern WRITER / EDITOR Liza Robertson DESIGN BY IE Design + Communications 19 AG LEADERSHIP IMPACT REPORT 2021−2022 AG LEADERSHIP / JULY 2021 - JUNE 2022
FOUNDATION STAFF
Taylor-Silva (45)
Co-Director
Peggy Sears Perry (9)
Co-Director of
Kelli Coffey
Relations Manager (effective March 2022) Sharon Harney
Manager Judy Sparacino
Manager Deanna van Klaveren (32) Alumni Engagement Manager Meredith Rehrman Ritchie (28)
and
(effective Oct. 2021)
Lazzerini
Coordinator (through Jan. 2022) Mia Mirassou
Assistant (effective Feb. 2022) Darlene Din (35)
Consultant
Ransdall

80 Garden Court, Suite 270 Monterey, CA 93940

Growing leaders who make a difference

PROFIT ORG U.S. POSTAGE PAID PERMIT #288 ANAHEIM, CA
NON
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.