our FRESH APPROACH TO GROWTH ANNUAL REPORT 2011-2012
CALF LEADERSHIP
2011 - 2012 // Board of Directors Loren Booth, Chair Booth Ranches LLC Jeff Elder, Vice Chair J.G. Boswell Company
Dr. Michael Thomas CALF Director of Education California State University, Fresno
Mary-Ann Warmerdam, Secretary/Treasurer The Clorox Company
Dr. Robert Flores California Polytechnic State University, San Luis Obispo
John Colbert Greenleaf Farms, Inc.
Dr. Peggy Sears Perry California State Polytechnic University, Pomona
A.G. Kawamura Orange County Produce, LLC Ejnar Knudsen Passport Capital David W. Krause Paramount Citrus Christopher C. Nelson MIXTEC Group Rod Stark Valley Small Business Development Corporation Pierre Y. Tada Granite Peak Partners
Dr. Annie King University of California, Davis
// University Deans Dr. Charles Boyer California State University, Fresno Dr. David Wehner California Polytechnic State University, San Luis Obispo
Dr. Neal Van Alfen University of California, Davis
Dr. Lester Young California State Polytechnic University, Pomona
Deanna van Klaveren Generation Growers, Inc.
Dr. Neal Van Alfen University of California, Davis
Rob C. Yraceburu Wells Fargo Bank
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// Core Faculty Members
// ANNUAL REPORT 2011-2012
// Alumni Council EXECUTIVE COMMITTEE Mike Young (35), Chair Phil Waddell (29), Vice Chair Holly Dawley (38), Secretary/Finance Deanna van Klaveren (32), Past Chair
REGIONAL DIRECTORS Region 1: Holly Dawley (38), Tracy Schohr (39) Region 2: Paul Martin (10) Region 3: Missy Borel (40), Jonnalee Henderson (39) Region 4: Robin Flournoy (29), Chase Hurley (35) Region 5: Melissa Duflock (40), Bill Hammond (40) Region 6: Gail Gray (22), Tim Vaux (31) Region 7: Lisa Bodrogi (39), Lino Bozzano (38) Region 8: Diane Friend (15), Rob Geis (35) Region 9: Art Bliss (8), Leslie Leavens-Crowe (34) Region 10: Lauren Grizzle (23), Joyce Jong (39)
AT-LARGE DIRECTORS Jerry DiBuduo (31) Noelle Cremers (35) Alex Ott (37)
// CALF Staff Bob Gray, President & CEO Dr. Michael Thomas, Director of Education Dr. Charlie Crabb, Program Advisor Rick Vorpe, Director of Development Teresa Straub, Finance & Human Resources Judy Sparacino, Program Coordinator Emily Clark, Enterprise Coordinator Meredith Rehrman Ritchie, Writer/Editor
Annual Report designed by TMD Creative
The progress of Ag Leadership, for both the foundation and the program, has been focused on three simple and primary goals, which we call the three Ps for simplicity: the program, the people in the program, and philanthropy. We are pleased to report that the 2011-2012 fiscal year witnessed substantial progress toward each of these goals.
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THE PROGRAM. After almost two years of work analyzing, studying and revising the curriculum – completed by the core faculty; Dr. Charlie Crabb, CALF program advisor; Dr. Pat Lattore, curriculum advisor (and teacher and coach); and lead by Dr. Michael Thomas, CALF director of education – the first major program revisions in some 15 years were presented to the Deans’ Council in December 2011. The revisions were then presented to the CALF board in January 2012 for final approval and adoption. During this time, Class 42 was exposed to elements of the new curriculum. We thank them for their patience as we worked through some new content, in particular the introduction of a personal coaching element for an individualized deliverable and personalized learning experience from the program. The program was made a bit shorter (from 14 seminars over 20 months to 12 seminars over 16 months) but perhaps a bit more demanding at the same time (more reading, more seminars in the first year, more independent study). It also added certain psychometric tests and the coaching piece. Class size was formalized for pedagogic reasons at 24 to facilitate small group learning. These changes have been reported on and discussed elsewhere, so we won’t report on them again. Class 43, in fall 2012 (falling into fiscal year 2013) was the first to experience the new curriculum in its entirety, and we will continue to evaluate the program every year for learning outcomes and effectiveness.
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THE PEOPLE. The summer of 2011 witnessed a 10-year high in the numbers of people applying to the program! The changes that were being considered were being noticed, the program was again fresh and relevant, and we had to turn away more applicants than we could accept for the first time in many years.
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PHILANTHROPY. In October 2011 the trustees of the Otis Booth Foundation added to my (Loren’s) personal gift the year before and pledged $5 million to the foundation to anchor its capital endowment campaign. This single gift effectively doubled the foundation’s endowment as we were starting from a small base, and it generated momentum that is detailed in the financial section of this report, aimed at securing the future of this program for generations to come.
JOINT MESSAGE
The Program. The People. Philanthropy.
So the program has been enhanced, and it has been noticed. Applications hit a high not seen in a decade. And the financial condition of the foundation improved by an order of magnitude. We are deeply grateful to each and every one of you who joined us to make this possible.
“We grow leaders who make a difference” – and you have made a huge difference. Thank you. Loren Booth
Chair
Bob Gray
President & CEO // ANNUAL REPORT 2011-2012
3
TIMELINE
2011-2012: HIGHLIGHTS 2011 3
JUL
4
1
Screening committees – consisting of alumni, board members, industry representatives and CALF staff – interviewed dozens of Class 42 candidates in Chico, Davis, Fresno, San Luis Obispo and Davis. The program experienced a 10-year high in the number of applications.
HIGHLIGHT
2
During the summer, the Education Team was actively reviewing, refining, refocusing and enhancing the program curriculum. New additions were the components of personal coaching and mentoring, allowing for individualized attention and learning for the first time in the history of the program. The Ed Team also updated the objectives to meet the new mission.
HIGHLIGHT
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Washington, D.C. Educational Fellowship Program, Region 1 and 2. From the Shasta Dam, through productive ranch and farmland, and along the scenic Sacramento River and Delta waterways, 20 federal agency representatives took a seven-day expedition as part of the D.C. Exchange. Fellows traveled through nine counties and visited more than 25 sites.
CALF launched its Facebook page. In the July issue of Horizons, Sun-Maid Growers of California President Barry Kriebel wrote about the value of Ag Leadership and its essential role in California agriculture’s future. Three alumni, all Sun-Maid employees, graced the cover. The magazine also featured an article by Dr. Pat Lattore on people of influence, a program update by Dr. Michael Thomas, the commencement address by A.G. Kawamura (20), Class 41’s national travel seminar, Class 40’s class project, and an alumni spotlight on Julie Spezia (26).
EXCHANGE
Alumni Council election.
// ANNUAL REPORT 2011-2012
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AUG 2011
s nap s ho t s
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snapshots
42
2011 1
SEP
HIGHLIGHT HIGHLIGHT HIGHLIGHT
3 HIGHLIGHT
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1 2 3 4
Class 42 announced. 21st annual Region 9 Golf Tournament, Camarillo (raised $35,000 for CALF). The board of directors and the newly elected Alumni Council met in Salinas on Sept. 14 and 15 for an orientation, business meetings and yearlong event planning. A regional “meet and greet” event was hosted by Steve McShane (33) at McShane’s Nursery. A.G. Kawamura (20) and Ejnar Knudsen were appointed to the CALF board of directors.
Region 4 alumni hosted a reception at Hilmar Cheese Company to welcome new fellows from the region. 2
OCT 2011
s nap s h ot s
The October issue of Horizons featured a cover story about alumni serving on the State Board of Food and Agriculture. The magazine also featured new board members A.G. Kawamura (20) and Ejnar Knudsen, an article about leadership development in medicine, Dr. Michael Thomas’ commencement address, the D.C. Exchange, an essay about the Williamson Act by Jim Nielsen (5), an essay about Syria by John Weiler (22), and alumni spotlights on Bob Atkins (17) and Glenda Humiston (25).
// ANNUAL REPORT 2011-2012
5
TIMELINE
2011-2012: HIGHLIGHTS 2011 2
snapshot s
3
1
Class 42 was inaugurated on Nov. 3 at Fresno State. It was a wonderful, celebratory evening where the new fellows were warmly welcomed to the Ag Leadership family. Alumni hosted a reception prior to the inaugural ceremony.
HIGHLIGHT
2
The 2011 Profiles in Leadership Award was presented to Ralph De Leon (1), Pierre Tada (22) and Kris Beal (31). They were honored for their leadership actions resulting in the betterment of industry, community, business, government, education and/or the environment.
HIGHLIGHT
3
The 2011 Honorary Fellow Award was presented to CALF board member David Krause (Paramount Citrus) for demonstrating consistent commitment and uncommon excellence in the furtherance of education and leadership in California agriculture and for supporting Ag Leadership.
HIGHLIGHT
4
HIGHLIGHT
5
CALF and the Alumni Council hosted a Lifelong Leadership Learning seminar at Fresno State to discuss the book “Leadership and Self Deception.” 22nd annual Dean Brown Golf Tournament, Santa Maria (raised $40,000 for CALF).
HIGHLIGHT
1
An anonymous Ag Leadership alum offered a matching grant challenge for CALF’s 2011 annual fundraising drive. All contributions were matched at the rate of 10% until $240,000 was raised (a $24,000 match).
HIGHLIGHT
2
CALF participated in the California Farm Bureau Federation annual meeting with a booth at the trade show.
HIGHLIGHT
3
The December issue of Horizons featured Paul Wenger (17) as the cover story. The magazine also featured CALF’s year in review; Class 42 fellows and inaugural events; guest essays by Dennis Albiani (32), Lynn Martindale (31) and Steve DeRose (38); 2011 award recipients; alumni spotlights on Steve Gomes (14) and Michele Laverty (37); and an in-depth look at the new coaching component of the Ag Leadership Program.
// ANNUAL REPORT 2011-2012
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DEC 2011
s na p s hot s
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NOV
HIGHLIGHT
TIMELINE
2012
snapshots
2
JAN
HIGHLIGHT
1
HIGHLIGHT
2
Region 3 alumni hosted the 9th annual Agricultural and Government Leaders Reception in Sacramento.
HIGHLIGHT
3
Joe MacIlvaine was appointed to the CALF board of directors.
The Education Team held several planning sessions from June through December to distill all of the input into a revised curriculum, which was then reviewed by the Alumni Council, Deans’ Council and CALF board of directors. In January 2012, the CALF board approved the new curriculum and new 16-month program schedule.
HIGHLIGHT
1
HIGHLIGHT
2
More than 375 people attended the Colusa Farm Show Breakfast and 611 attended the Ag Leadership World Ag Expo Breakfast. The fundraising events raised $13,400 and $80,000 for CALF, respectively.
HIGHLIGHT
3
Region 1 recruitment event, Montna Farms, Yuba City (Feb. 22).
Class 41 fellows traveled to Russia, Ukraine, Poland and the Czech Republic for a 15-day international travel seminar.
s nap s ho t s
FEB
1
2012 // ANNUAL REPORT 2011-2012
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TIMELINE
2011-2012: highlights 2012
snapshot s
1
MAR
HIGHLIGHT
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Class 42 fellows traveled to Washington, D.C., Gettysburg and Michigan for their national travel seminar.
HIGHLIGHT
2
The D.C. Exchange selection committee traveled to D.C. to interview candidates for the program.
HIGHLIGHT
3
Region 6 recruitment event, Sun-Maid Growers of California, Kingsburg (March 7).
HIGHLIGHT
4
Region 9 recruitment event, Agriculture Museum of Ventura County (March 30).
HIGHLIGHT
5
CALF co-sponsored the Common Threads award and luncheon honoring women in agriculture.
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1 2 3
Alumni, friends and staff gathered at the beautiful Booth Ranches in Minkler for the second annual All Class Reunion. The Alumni Council and CALF put together a weekend of fun activities, entertainment and delicious meals – all in a wonderful outdoor setting. Devin Nunes (29) served as keynote speaker.
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Region 8 recruitment event, International Agri-Center (April 10). The April issue of Horizons featured Barbara Wight (35) as the cover story. The magazine also featured Class 41’s international travel seminar, an article on Gettysburg and leadership by Dr. Stephen Randolph, alumni spotlights on Laura Giudici Mills (29) and Stephen Patricio (19), and a guest column by Rocky Saunders (14) on Lawrence Berkeley National Lab. Dr. Michael Thomas provided an update on curriculum enhancements and Dr. Sara Daubert wrote about leadership theory.
// ANNUAL REPORT 2011-2012
APR 2012
snapsh ot s
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TIMELINE
2
2012
MAY 4
HIGHLIGHT
1
Region 10 recruitment event, Cal Poly Pomona (May 5).
HIGHLIGHT
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Region 3 event featuring a wine workshop, alumni reception, dinner and Class 41 presentation, UC Davis (May 7).
3 4
Region 5 recruitment event, CALF office (May 8).
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Region 7 recruitment event and barbecue, Talley Vineyards, Arroyo Grande (May 10).
Region 6 Alumni Golf Tournament, Madera (raised $10,000 for CALF) Class 41 commencement was held June 6 at Cal Poly Pomona, featuring a keynote speech by California Department of Food and Agriculture Secretary Karen Ross.
JUN
2
2012 // ANNUAL REPORT 2011-2012
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CLASS 41
CLASS FORTY ONE International Travel Seminar Russia, Poland, Ukraine, Czech Republic // February 2012 The international travel seminar had a profound impact on each of the Class 41 fellows. They spent 15 days exploring the cultural, economic, political and historical aspects of Russia, Poland, Ukraine and the Czech Republic. The fellows had a lot to process based on observations of a region with a long and rich history, yet currently navigating through complex times with infant governments formed since 1989. Throughout the intense educational journey, key themes emerged and myriad leadership and life lessons were learned. LESSON
one
INTOLERANCE, TOLERANCE AND RESILIENCY
War is a significant part of the history of the region they visited. Fellows had a close-up view of cruel injustices, particularly at Auschwitz and Birkenau. They gained significant insight regarding the how and why of the tragedy, while also gaining a deep respect for the resiliency of people who lived through the horror. LESSON
two
PERSPECTIVE
This region has a rich history of law and governance. This includes Magdeburg law, which dates back to the 13th century, in areas like Krakow. Magdeburg laws were used as founding principles for British law and some concepts worked their way into the U.S. Constitution. There seemed to be a common thread of corruption and disregard for law in the countries visited. The fellows explored aspects of change and challenged the ideas surrounding the evolution of political and social drift.
LESSON
three
RESOURCES AND ECONOMIC POWER
Oil and natural gas resources that supply much of Europe are found in remote areas of Russia. Russia, therefore, has the economic clout to control the supply and pricing in all of Europe. In contrast, Ukraine has rich agricultural resources. Dominance of this vast asset did not seem to impart much economic or political influence in the region. LESSON
four
SELFISH VS. SELFLESS LEADERS
Since the breakup of the Soviet Union and presumed fall of communism, the region has changed significantly. As leaders emerged to fill a power vacuum, much was learned watching the different leader-types that step forward to fill the void. Fellows observed retreads or old-style leaders, with the appropriate connections, assuming leadership roles. Selfless leaders were needed.
Inauguration: November 2010 // Graduation: June 2012 Rick Burnes, Ali Elhassan, Matthew Fisher, Juan Guzman, Cesar Hernandez, Christine Ivory, Steve Knudsen, Matt Lohse, Stuart Mast, Joey Mendonca, Breanna Owens, Vernon Peterson, Dan Rodrigues, David Shabazian, Elisabeth Silva, Todd Snider, Jorge Suarez, Stephanie Tillman, Matt Toste
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// ANNUAL REPORT 2011-2012
CLASS 42
CLASS FORTY TWO National Travel Seminar Washington, D.C. and Michigan // March 2012 Class 42 traveled to Washington, D.C. and Michigan for a powerful 10-day national travel seminar. The trip provided a valuable experiential learning opportunity to deepen their leadership skills being developed in the program. From meeting with government, business, community and educational leaders to visiting the historic Gettysburg Battlefield, fellows learned about different styles of leadership in a variety of situations.
LESSON
one
COMPROMISE VS. LACK OF COMPROMISE
Fellows learned about the political process and critical issues – challenges, negotiation, communication and leadership. LESSON
two
DEBATE AND DISSENSION
Fellows learned about Supreme Court legal debates, the value of disagreements/dissenting opinions, and the perspectives of Justice Stephen Breyer.
LESSON
three
COLLABORATION
Fellows learned about the importance of groups, organizations and agencies working together and overcoming differences to work toward a goal or agreement. LESSON
four
COMMUNITY REVITALIZATION
Fellows learned about the positive results of community service, leadership in education, and problem solving.
Inauguration: November 2011 // Graduation: June 2013 Joe Ange, Rachelle Antinetti, Carol Arnold, Ara Azhderian, Paul Basila, Cameron Boswell, Anne Coates, Jason Cole, Nathan Dorn, Brenda Farias, Ashley Gill, Robert Grether, Jared Gross, Cade Johnson, Denise Junqueiro, Karl Lehman, Justin Micheli, Christopher Nichols, Elisa Noble, Ryan Person, Sonny Pulido, Michael Testa, Ulash Turkhan // ANNUAL REPORT 2011-2012
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QUOTES
REFLECTIONS Quotes excerpted from articles featured in Horizons magazine (2011-2012)
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PAUL WENGER | CLASS 17 “The compilation of everything we learned in Ag Leadership was valuable. There were several significant things that I took from the program. First, look at things through someone else’s eyes. This is essential. With agriculture in particular, look at our issues from a non-farm standpoint. Secondly, networking is an important component of Ag Leadership. Everyone comes to the program with different skills and life experiences. You benefit from the people in your class and the classes before and after. To have that common experience and to be associated with fellow alumni is incredible. Third, the public speaking training was very important and one of the most utilized skills in my present position with the Farm Bureau. It’s important that we arm new and rising ag leaders with the skill sets they need to advocate for our industry. Times change and needs change. What’s great about Ag Leadership is that it’s a fluid program that keeps changing and reevaluating itself to keep up with the changing times so the program continues to be relevant.”
PATRICIA STEVER BLATTLER | CLASS 34 “In my capacity of working with Farm Bureau volunteer leaders at the county and state level for the past 10 years, Ag Leadership provided me with exceptional training in developing my interpersonal skills, working with diverse audiences, managing volunteers, and motivating leaders for greater work in the Farm Bureau organization. Ag Leadership and Farm Bureau are natural partners with a nexus for creating outstanding leaders and advocates for agriculture.”
RIA DE GRASSI | CLASS 21 “During the program, the exposure to different leadership styles gave me insight as to what to emulate and what not. That insight influences my roles on various state and national committees…homeland security, animal heath, animal welfare… where stakeholder differences must be heard and reconciled in the interest of forward movement on these critical ag issues.”
MICHELE LAVERTY | CLASS 37 “Ag Leadership pushed me to try new things. The international trip pushes you way beyond your comfort zone and you return willing to take more risks. It encouraged me to continue reading and learning from people, opportunities and experiences. It taught me that it’s not just the amount of time you put into volunteering, but the quality of that time. The people we met along the way had such a phenomenal impact in our lives.”
// ANNUAL REPORT 2011-2012
SAM NEVIS | CLASS 32 “Ag Leadership was, and still is, extremely rewarding. What I took away from Ag Leadership and my classmates was the ability to engage people from different parts of the state, with different backgrounds and agendas and build bridges to accomplish a goal. Being Yuba Sutter Farm Bureau president has tested those abilities, with 21 board members and dozens of issues in two counties. My Ag Leadership experience and training helps me bridge the gaps we face.”
STEVE GOMES | CLASS 14 “Ag Leadership expanded my horizons and changed my life. It took the blinders off. The seminars touched on topics that were engaging and dealt with all of society, not just ag. I saw the big picture for the first time and how things are related in the world. My Ag Leadership experiences played a role in running a difficult race for superintendent.” DENNIS ALBIANI | CLASS 32 “I am blessed to have had the Ag Leadership Program assist in making me a better person and father. Ag Leadership quickly stretched me out of my comfort zone, forced me to identify and prioritize my core values, introduced emotional intelligence, and Myers Briggs exposed personality and decision making traits. I started to identify and rearrange the values I wanted to pass down to our children. Ag Leadership provided me the skills necessary to ‘deliver’ the values and lessons to my family. By focusing on personal attributes, Ag Leadership provides customized tools for each fellow to utilize.” JULIE SPEZIA | CLASS 26 “I learned to always keep growing and challenging myself. Ag Leadership helped me continually ask myself how I can keep improving and keep sharpening my saw. You really start to think of yourself as a true leader and you put yourself forward. It’s as though you’ve been ‘tapped’ to be a leader. You really own it after going through the program. It is a huge time commitment, but it’s such a great return on investment.
QUOTES
With businesses, they see results almost immediately with their employees that are going through the program – the improvement in their lives and work, and actively providing leadership in organizations.” BOB ATKINS | CLASS 17 “It taught me about networking and collaboration building through communication. I learned about taking a wider view and how to find the best solution. I’ve been involved with the D.C. Exchange for many years, going back to D.C. to recruit and helping with tours when the group came here. My whole experience with Ag Leadership – first with the class, then with DCX – really prepared me for when I went back to educate legislators in D.C.” GLENDA HUMISTON | CLASS 25 “The program is world class, outstanding. I got a lot out of it because the curriculum is so broad-based. It’s an educational opportunity that not many people get to experience. It’s kind of designed to create ‘Renaissance people.’ ” LAURA GIUDICI MILLS | CLASS 29 “Ag Leadership better prepared me for industry leadership and community advocacy. It taught me about the commitment to giving back and lifelong learning. It strengthened my communication skills, whether with media interviews, recognizing personality styles or debating controversial issues. An important
life lesson is, ‘How can we educate people outside of our industry so they can better understand us?’ Ag Leadership is extremely valuable for personal and professional development.” STEPHEN PATRICIO | CLASS 19 “Ag Leadership changed the way I think about every part of my life. As much as it is an education, it is a self-reflective soul searching journey that brings you to a point where you have a better understanding of yourself. You learn how you must relate to the world around you. You have a role to play, and you better play it. It teaches you about balancing time, crisis management and communication. You learn so much. A week doesn’t go by that I don’t grab someone and tell them about applying. I feel very strongly about the program and can’t speak more highly about what it did for me.” VAUGHN KOLIGIAN | CLASS 12 “I feel so fortunate to have participated in the program. It exposed me to people, issues and opportunities that helped me develop as a person. Beyond that, it provided a fellowship of friends that have enhanced my life and my family.”
management, alternative solutions, mentoring others and personal challenges, just to name a few. Ag Leadership made me a better ag industry participant, a better Sun-Maid employee, and just a better person overall. I’m very thankful for the experience.” RICK STARK | CLASS 39 “Ag Leadership exposed me to a broad range of viewpoints and made me realize that to be successful, you must listen to people’s needs and concerns before you can build solutions. I have also found that I draw upon my Ag Leadership experiences nearly every day.”
“Follow effective action with quiet reflection. From the quiet reflection will come even more effective action.” -Peter F. Drucker
JOHN SLINKARD | CLASS 27 “My two-year tenure in the Ag Leadership Program provided me with countless experiences that have benefited me in ways I never imagined. The program has you participating in team dynamics and leadership, public speaking, time // ANNUAL REPORT 2011-2012
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PARTNERS
Exceptional Educational Partners for 42 years For more than 40 years, the Ag Leadership Program has benefitted immensely from relationships with four California universities: Cal Poly Pomona; Cal Poly San Luis Obispo; California State University, Fresno; and the University of California, Davis.
The four core faculty members at each university are responsible for development and delivery of the Ag Leadership Program. They serve on the Education Team as the integrators of the content that makes up the program. It is their responsibility to work from the strategic goals laid out by the CALF board to identify the industry and academic expertise necessary to cover the diverse range of topics delivered during the program. Working with presenters, and making some key presentations themselves, they help ensure that topics are delivered in a manner that allows fellows to learn, practice and master myriad subjects and skills.
The deans of the colleges of agriculture at our partner universities are instrumental to the program. They serve on the Deans’ Council and also rotate on the CALF board of directors. Their valuable expertise, guidance and insight are essential to Ag Leadership. They play a critical role in guiding both curriculum development and the delivery of the program, and their support makes them four of our most important legacy contributors. We are grateful for their commitment to excellence in educating future agricultural leaders who make a difference.
// Cal Poly Pomona
// Cal Poly San Luis Obispo
// California State University, Fresno
// University of California, Davis
Focus: Sociology, culture, history and religion
Focus: Criminology and national politics
Focus: Team building, communication skills and personal assessment
Focus: Economics, state government, health and fitness
FINANCIALS
Financial Summary Fiscal year end: June 30
2012
2011
Changes in unrestricted net assets: REVENUE AND GAINS
Special events gross revenues Less: special events direct costs Net revenues from special events
Contributions Net investment income (loss) In-kind revenue Other income Net assets released from restrictions
TOTAL UNRESTRICTED REVENUES AND GAINS
EXPENSES
Program services Fundraising General and administrative Granted fund expense
TOTAL EXPENSES
INCREASE (DECREASE) IN UNRESTRICTED NET ASSETS
267,612 406,093 (43,828) (33,907) 223,784 372,186
STATEMENTS OF ACTIVITIES
1,642,127 1,406,077 (13,672) 239,920 19,189 27,283 18,894 14,360 279,614 — 2,169,936 2,059,826 1,140,368 1,188,955 304,064 249,976 375,685 455,356 200,000 200,000 2,020,117 2,094,287 149,819 (34,461)
Change in temporarily restricted net assets: Net investment income Net assets released from restrictions
(45,971) 637,203 (279,614) —
INCREASE (DECREASE) IN TEMPORARILY RESTRICTED NET ASSETS
(325,585) 637,203
Change in permanently restricted net assets: Contributions 5,381,249 1,032,472 INCREASE IN PERMANENTLY RESTRICTED NET ASSETS
5,381,249 1,032,472
CHANGE IN NET ASSETS
5,205,483 1,635,214
NET ASSETS, BEGINNING OF YEAR
6,295,039 4,659,825
NET ASSETS, END OF YEAR
11,500,522 6,295,039 // ANNUAL REPORT 2011-2012
15
FINANCIALS
Financial Summary 2012 STATEMENTS OF ACTIVITIES
2011
Assets CURRENT ASSETS:
Cash and cash equivalents Contributions receivable Pledges receivable Short-term investments Other current asset
TOTAL CURRENT ASSETS
Property and equipment, net Pledges receivable — net Long-term investments
TOTAL ASSETS
11,145 — 48,131 2,616 1,052,000 — 440,780 83,840 2,500 2,500 1,554,556 88,956 15,877 10,323 3,584,589 — 6,539,931 6,348,100 11,694,953 6,447,397
Liabilities and net assets CURRENT LIABILITIES:
Cash overdraft Accounts payable Funds held for others Other current liabilities
TOTAL CURRENT LIABILITIES
— 40,323 141,926 46,823 19,034 28,887 33,471 36,307 194,431 152,340
Net assets: UNRESTRICTED:
Undesignated Board designated Temporarily restricted Permanently restricted
TOTAL NET ASSETS
TOTAL LIABILITIES AND NET ASSETS
16
// ANNUAL REPORT 2011-2012
1,056,487 906,668 1,000,000 1,000,000 311,618 637,203 9,132,417 3,751,168 11,500,522 6,295,039 11,694,953 6,447,379
FINANCIALS
2012 Cash flows from operating activities Change in net assets 5,205,483 Adjustments to reconcile change in net assets to net cash provided (used) by operating activities: Depreciation 4,805 Net realized/unrealized (gain) Loss on investments 209,503 Contributions for endowment purposes (969,660) (Increase) decrease in: Contributions receivable (45,515) Pledges receivable (4,636,589) Increase (decrease) in: Accounts payable 95,103 Funds held for others (9,853) Other liabilities (2,836)
NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES
Cash flows from investing activities: Investment purchases Property and equipment purchases Proceeds from sale of investments
NET CASH USED BY INVESTING ACTIVITIES
Cash flows from financing activities: Permanently restricted contributions Cash overdraft
NET CASH PROVIDED BY FINANCING ACTIVITIES
NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR CASH AND CASH EQUIVALENTS, END OF YEAR
2011 1,635,214
STATEMENTS OF FINANCIAL POSITION
5,291 (712,121) (1,032,472) 1,989 — (91,405) 9 11,612
(149,559)
(181,883)
(3,083,625) (10,359) 2,325,351
(3,072,399) — 2,049,748
(768,633)
(1,022,651)
969,660 (40,323)
1,032,472 40,323
929,337
1,072,795
11,145
(131,739)
—
131,739
11,145
—
// ANNUAL REPORT 2011-2012
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FINANCIALS
FINANCIAL SUMMARY 2012 NOTE TO FINANCIAL STATEMENTS
2011
Investments Investments are stated at fair value on quoted market prices and were composed of the following at June 30: Money market fund Domestic stocks and stock funds International stocks and stock funds Domestic corporate bonds and bond funds International corporate bonds and bond funds
TOTAL INVESTMENTS
440,780 1,823,276 2,459,023 2,196,269 61,363
83,840 3,079,012 918,755 1,737,574 612,759
6,980,711
6,431,940
The following schedule summarizes net investment returns for the years ended June 30 Interest/dividend income Realized/unrealized gains (losses) on investments Investment fees
Accounting & Consulting
18
Retirement Plan Service
// ANNUAL REPORT 2011-2012
Wealth Management
TOTAL INVESTMENT INCOME (LOSS) - NET
184,421 (209,503) (34,561)
191,403 712,122 (26,402)
(59,643)
877,123
Hayashi & Wayland opened its doors in 1976 and has grown to become one of the premier professional services firms on the Central Coast. The firm’s founding partners, Douglas Hayashi & F. Warren Wayland, based their partnership on the belief that the firm’s success can only be measured by the success of its clients and its commitment to building a stronger community. Hayashi & Wayland has extensive experience working with agriculture industry businesses of all types, and also considers it an honor to partner with over 50 of the local nonprofit organizations.
// ASSET ALLOCATION BY SEGMENT & MANAGER
Restricted Composite
Domestic Equity $1,762,583
Balanced $1,414,360
.7%
7.5%
By Segment 14.
0%
5%
Restricted Cash $478,588
%
7.5%
14.
4.5
%
By Manager
4.5% 4.5%
13.8%
%
Boston Company SMID $288,306 EuroPacific Growth $891,738
0%
23.9%
FPA Crescent $874,507
International Equity $891,738
Mainstay ICAP Select Equity $597,334 Intech Large Growth $591,523 Cramer Rosenthal Mid Value 9.4% $285,420 9.3
8.5
2 8.
Fixed Income $1,810,319
Blackrock Global $539,853
27
Cash $478,588
.2%
22
PIMCO Total Return $1,522,313 PIMCO Diversified Income $288,006
11.4% INCREASE
GROWTH PERFORMANCE Inclusive of all cash flows; the Unrestricted Fund experienced net outflows for the 2012 fiscal year with the largest distribution of $100,000 occuring in March 2012.
// ASSET ALLOCATION BY SEGMENT & MANAGER
Unrestricted Composite
$122,024
$60,690 $30,436
$2,192
$407,312
$2,192
$30,057 $30,633
$152,537
$122,024
$30,436 $193,413
CORPUS year end 6.30.2011
FISCAL YEAR contributions 6.30.2011
CORPUS
FINANCIALS
financial summary VALUE
year end 6.30.2012
year end 6.30.2012
1,000,000 1,000,000 805,276 1,000,000 88,105 1,427,402 26,000 425,250
1,109,917 1,109,917 893,789 1,109,913 97,789 1,535,412 28,858 471,992
BALANCE SHEET
RESTRICTED FUND GROUP
Dean Brown Endowed Founder’s Chair JG Boswell II Endowed Founder’s Chair Special purpose Accounts Board Designated Endowment Charles Buchinger Memorial Endowment Franklin Otis Booth Legacy Fund Dean Brown Growth and Innovation Fund JG Boswell II Legacy Fund
TOTAL
1,000,000 1,000,000 738,116 1,000,000 86,905 952,302 25,000 —
— — 67,160 — 1,200 475,100 1,000 425,250
4,802,323 969,710 5,772,033 6,357,588
SPECIAL PURPOSE ACCOUNTS
Fellowship funds Alumni Fellowship Dean Brown Fellowship Women in Leadership Fellowship Lagomarsino Family Fellowship Richard Pidduck Fellowship Manassero Fellowship Endowment funds Borba Family Endowment Ladera Foundation Class 12 Endowment Class 17 Endowment Class 30 Endowment Class 33 Endowment General Endowment
Memorial funds Tim O’Neill/Class 10 Memorial Fund Michelle Turner Memorial Endowment Dr. George Johannessen Memorial Enowment Remo L. Matteucci Memorial Endowment
TOTAL
6,150 5,000 9,220 25,000 31,000 36,350
1,670 500 575 500 4,000 11,650
7,820 5,500 9,795 25,500 35,000 48,000
8,680 6,105 10,872 28,303 38,847 53,276
110,000 196,000 12,075 24,635 51,247 25,949 165,550
— 5,000 1,000 600 2,875 — 7,580
110,000 201,000 13,075 25,235 54,122 25,949 173,130
122,091 223,093 14,512 28,009 60,071 28,801 192,160
18,465 21,475 — —
1,900 10 27,300 2,000
20,365 21,485 27,300 2,000
22,603 23,847 30,301 2,220
738,116 67,160 805,276 893,789
// ANNUAL REPORT 2011-2012
21
THANK YOU
donors $5,000,000 Otis Booth Foundation $950,000 James G. Boswell Foundation
$7,500+ Reiter Affiliated Companies
$500,000 Boswell Family Foundation
$5,000+ Bowles Farming Company, Inc. Class 39 Errotabere Ranches Greenleaf Farms, Inc. (John Colbert, Bob Kolberg, Nick Hill) Monsanto Company The Norton Foundation (John and Lillian Norton) Person and Son Cattle Co. Saticoy Lemon Association Union Bank Foundation Tim York
$350,000 Susan Dulin $80,000 World Ag Expo Ag Leadership Alumni Breakfast $50,000 J.F. Maddox Foundation $45,000 Wells Fargo $40,000 Dean Brown Leadership Foundation (Dean Brown Golf Tournament) $35,000 Region 9 Golf Tournament $25,000 Western Growers Association $20,000+ Azzule Systems Booth Ranches $15,000+ Harden Foundation Rabobank, N.A. $10,000+ Mark and Sharon Borba C.H. Robinson Worldwide, Inc. Capital Insurance Group Farm Credit Marketing Alliance (CoBank, American AgCredit, Farm Credit West) Kevin Grizzle Farms, LLC The Johannessen Trust Lagomarsino Group George and Kathleen Myers Olive Hill, LLC Syngenta Rick Vorpe and Evelyn Matteucci (Remo L. Matteucci Memorial Endowment) Wegis and Young Property
22
Management (Mike Young, Rick Wegis, Greg Wegis)
// ANNUAL REPORT 2011-2012
$4,000 California Ag Summit Tootelian Charitable Foundation (Karen Musson) $3,000 Richard Pidduck (Santa Paula Creek Ranch) Ventura County Community Foundation (on behalf of Limoneira Foundation Fund) $2,500 Class 41 Gary and Diana Cusumano James and Kristen Finch Ejnar and Beth Knudsen Tom and Brianne McGrath (in memory of Mel Oneto and Brian Davie) The Passport Foundation Prudential Mortgage Capital Company Rolling Ridge Ranch Vista Livestock Co. (Rose Marie Burroughs) Vista Livestock Co. (Benina Montes) $2,000+ Blue Diamond Growers Philip Bowles Rick and Lynne Cosyns Melissa Duflock Robert and Patricia Gray
Jim Hansen Leavens Ranches $1,500+ Berry Pack, Inc. CH2M Hill Foundation SMS/Sysco Produce Pierre Tada Valley Pride (Joe Pezzini) $1,000 Kevin Andrew James Beecher Caroline and Fred Berry Jeff and April Bitter Ed and Rosa Boutonnet Ben and Denise Carter Kimberly Clauss Richard Clauss Crown Packing Company, Inc. Doug and Alison DeGroff Del Pueblo (Donna Farmer) Dole Fresh Vegetables, Inc. Jeffrey Elder Elkhorn Packing Co, LLC Roberta Firoved Susan and Bart Fisher Fresno Equipment Company John and Sharon Garner Kevin and Diane Herman George and Janice Higashi Jeana and Larry Hultquist John and Merna Johannessen Neil Johannessen A.G. Kawamura King and Gardiner Farms, LLC (Holly King and Keith Gardiner) Charles Kosmont Ronald Kruse John and Edyth Ledbetter MIXTEC Group (Chris Nelson) Thomas Mulholland Ralph Myers Nelson Irrigation Corp. Sam Nevis Steve Nichols Timothy O’Neill Peggy Perry Pidduck Ranch Partnership Jacqueline Pucheu Gerald and Elaine Rominger Leland Ruiz
John Salmonson Bud and Paula Sarmento Janette Smith Richard and Claudia Smith Rod and Carol Stark Tim Sugishita Rosemary Talley John Taylor TriCal, Inc. Western United Dairymen Marcia Wolfe $750 Western Precooling Systems $600+ Ocean Mist Farms* Jeff Stephens Mary-Ann Warmerdam $500+ Randall Asadoor Robert and Anne Atkins Barkley Ag Enterprises, LLP Arthur Barrientos Beth Brookhart-Pandol Richard and Kandi Burnes Blake and Lisa Carlson Michael and Barbara Chrisman Gus and Barbara Collin* Sandra Creighton D’Arrigo Bros. Co John DeRuiter Double E Farms (Russel Efird) Margaret Duflock DV Custom Farming, LLC (Catarino Martinez) Fanciful Company 5th Generation Farming (Tracy Schohr) Filice Farms, LP Mike and Jeanette Fitch* The Gamble Foundation Laura Giudici-Mills Jonathan Graves John Grether Edward and Susie Grossi The Growers Company, Inc. Henry Avocado Corp Frank Hilliker Huntington Farms Dale and Mary Huss Mark and Isabella Jacobs
Ann Johannessen Neil and Barbara Johannessen Sarb Johl Kirsten Kinsella Buck and Hilda Klein Ed Kuykendall Lisa Leondis (in honor of Rod Stark and family) Stan Lester Mann Packing Co. Mark and Megan McKean B. Chris McKenzie Kent and Kathryn McKenzie Craig McNamara Paul Newton The Nunes Company, Inc. Ben Olson (Olson Engineering) Mona and Pete Pankey Jean Phillimore Josh and Tori Pinkerton John Pucheu Kim Rogina Karen and Barry Ross Ruben Rueda Sarah B Reynolds Farming Tim Sherrill Mark Sorensen Speedling, Inc. Dana and Lindsey Thomas Craig Underwood Val Mar Farms, LLC (Catarino Martinez) Ray and Katie Van Beek Scott and Susan Van Der Kar Ellen Way Paul and Deborah Wenger Jacquie Williams-Courtright and Tom Courtright Roger Wood Richard Zinser John and Teresa Zonneveld $400+ Class 40 $300+ Jonathon Beckett Lisa Bodrogi John Boyes Robert Cherenson Noelle Cremers Gus Collin
$250 Dennis and Beth Albiani California Celery Board Karen Caplan William and Jennifer Carriere Bill Chandler Norman Clark Jennifer Clarke Vernon Crowder Les and Cindy Crutcher Kathy DeVoy (Progressive Packaging Group, Inc.) Susan Diefenderfer Darlene and Ed Din Terry Fleming Ducato Duda Farm Fresh Foods, Inc. Enza Zaden USA, Inc. Bonnie Fernandez Four Little Devils Farms, Inc. John and Mary Ann Frye Pam and Henry Giacomini Ashley Gill Glenn Yenni and Sons, Inc. Todd and Isabel Hansen Lester and Janet Heringer Chris Hurd Chase and Dana Hurley Deborah Hurley Fidela Irigoyen Sue Johannessen Cade Johnson (Leafworks) Jones Flying Service, Inc. William Jones Tracy Kahn Nomie Kautz J Link and Sally Leavens Bob and Susan Lilley LoBue Citrus Joann Martin Leo and Susan McGuire Ed McLaughlin Jeff and Lori Merwin Eric Merz John Muller Pasquinelli Produce Co. Steve and Mary Pastor Garrett Patricio Doug Phillips
Primus Labs* Rain for Rent Sonny and Lillian Rianda Eli Riddle (Progressive Packaging Group, Inc.) Donald Roberts Hal and Courtney Robertson Leanne Rutherford San Miguel Produce, Inc. Lance and Audrey Tennis Joe Turkovich Deanna and Roger van Klaveren Anthony Van Ruiten Robert and Karen Van Dyke Waymon Farms, Inc. $200 Chris Amble Theresa Becchetti Barry Bedwell Scott Beylik Jeff and Brenda Boldt Ralph and Dondu De Leon Luis A. Scattini and Sons, LP MDM Properties (Maurice and Marie DiBuduo) Joanne Nissen Mike Poindexter Gene and April Rapp (in memory of Gary King and Mel Oneto) Mike Richardson Douglas Rudd Joseph and Jill Sabol John Schaap Roxanna Smith Stuart Yamamoto $100+ Nina Ames Emily and Tony Ayala Yissel Barajas Rick and Nancy Barnes Woody and Jane Barnes William Bennett Donald Bergam Lewis and Barbara Bair Boggiatto Produce, Inc. Lance Brown Robert and Nancy Cadenazzi Ron Caird Pierre Camsuzou Gary Cavalrito* Dikran and Christa Chamlian Thomas Chandler Steve Chrisman Tyler and Mary Christensen Ned Coe Darrell and Norma Cordova John Crossland
* Some or all of donation in memory of Ernie Righetti
Bill Daniell Peter DeGroot Dempel Farming Co. (Bob Dempel) Bob Denney Ted and Josie Dennis* Nat and Marilyn DiBuduo Sue DiTomaso David Duke Pete Fallini Lon Fletcher* Gary Foster John and Jane Gibson Joe and Lori Grainger Rich and Kay Greer* Mica Heilmann Benjamin Henry Adin and Dora Hester* Arch Hoffman Joshua and Jana Huntsinger Adam and Christine Icardo Joe Panziera Farm Patricia Johannessen Matt Jones Mary Kimball Lapp, Fatch, Myers & Gallagher* Phil Lempert Randy Linquist Leo Lynch Petrea Marchand Paul and Jill Martin Richard Morgantini Julie Morris Daniel and Nancy Nelson Cynthia Noble Kelly Olds Stephen and Elaine Olson Oro Del Norte, LLC Brenda Ouwerkerk Beth Pandol Kelley and Tom Parsons Mike Phelan Bradley Pollock Rabo Agrifinance Robert Rathbone Patricia Reynolds Rianda Brothers Rincon Farms, Inc. (in memory of Jenny Botta) Clifford Sadoian Ronald and Laurel Schuler William Scott David and Charmaine Silva John Slinkard William and Teresa Sullivan Vassar Ranch* Jim Wegis* John Weiler
Mary Jane Whitney Yuba-Sutter-Colusa Alumni Up to $100 Khatchik Achadjian Allied Grape Growers Woody Barnes Melissa Borel Pati Boutonnet* Dean and Judith Buchinger John and Jill Callis Joseph and Ann Cirimele Susan Cohen Gerald and Sally Czarnecki* Joan Dal Porto Bob and Shirley Dempel* Christina Fischer Cathy Haas Bart Hill Erik Jertberg Hugh and Renee Johannessen Jeff Koligian Don and Doris Lahr* Michele and Philip Laverty Dennis Leary Tom and Kim Lucas Janet and William McDaniel Roz McGrath Kathy Nielsen William and Ruth Pata* Bob Pendergrass Mark Quisenberry Jim and Lynne Saunders Lynne Sill* Allen and Anna Sorenson* Melissa Varcak Erik Vink Paul Violett Joan Wilcox In-Kind Donations 2012 Ag and Government Leaders Reception •John and Catherine Baranek / Ehrhardt Estates Winery – cases of wine: $300 •Lino Bozzano / Laetitia Vineyard and Winery – cases of wine: $840 •Bonterra – cases of wine: $300 •Andrea Card – cases of wine: $400 •Mark Chandler – cases of wine: $150 •Deardorff Family Farms / Scott Deardorff – produce: $100 •Nicole Hayden / Chateaux St. Jean – cases of wine: $240 •Heringer Estates – cases of
wine: $400 •LangeTwins Family Winery and Vineyard – cases of wine: $600 •Lodi Winegrape Commission – cases of wine: $400 •Underwood Family Farms / Craig Underwood – produce: $150 •Trenton Yackzan (Sudwerk Brewery) – cases of beer: $150 2012 All Class Reunion •Barrels Unlimited, Inc. – barrel rental: $600 •Mark Chandler – cases of wine: $350 •Nat DiBuduo – case of wine: $200 •Craig Stoller – case of wine: $100 •Valley Wide Beverage – beer and cups: $425.40 Alumni Activities •Art Bliss – attendance, lodging, meals, gas (Leg Reception and Alumni Council meeting): $260.15 •Booth Ranches – breakfast, dinner, rentals, flowers (Capital Campaign): $3,507.23 •Melissa Duflock – food (Region 5 recruitment event): $517.20 •Gail Gray – airline ticket (D.C. Exchange): $428.20 •Gail Gray – wine, beer, table service (SunMaid recruitment event): $145.99 •Robert Gray – coffee maker for office: $53.86 •David and Melissa Martella – dinner for 12 (D.C. Exchange selection committee): $1,600 •Padilla Farm Labor Services, Inc. – portable restrooms: $2,893.76 •Jon and Connie Reelhorn / Belmont Nursery – flowers, foliage, lush ferns: $450.00 •Tracy Schohr – travel, meals, etc.: $450 •The Burchell Nursery, Inc. – fruit trees: $100 Communications •TMD Creative – creative and design services: $21,377.50
// ANNUAL REPORT 2011-2012
THANK YOU
Jerry Diefenderfer* Robin Flournoy Bryan and Jerri Foley Robert Goodwin, Jr. Soapy Mulholland Tom Mulholland Todd Rehrman Meredith Rehrman Ritchie Nicholas Ustin
23
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....And We’ll Be Here Tomorrow. As a stable and dependable source of credit and related services for agriculture and rural America, and the nation's largest provider of financing to farmers and ranchers, Farm Credit funds: • More than $191 billion in agriculture loans • Nearly 40 percent of all U. S. farm business debt • More than 500,000 member-borrowers • $205 million in loans and commitments to young, beginning and small farmers Farm Credit is proud to support this publication and the California Ag Leadership Foundation.