california ag leadership foundation 2011-2012 annual repor

our FRESH APPROACH TO GROWTHANNUAL REPORT 2011-2012

// ANNUAL REPORT 2011-2012

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Loren Booth, ChairBooth Ranches LLC

Jeff Elder, Vice ChairJ.G. Boswell Company

Mary-Ann Warmerdam, Secretary/TreasurerThe Clorox Company

John ColbertGreenleaf Farms, Inc.

A.G. KawamuraOrange County Produce, LLC

Ejnar KnudsenPassport Capital

David W. KrauseParamount Citrus

Christopher C. NelsonMIXTEC Group

Rod StarkValley Small Business Development Corporation

Pierre Y. TadaGranite Peak Partners

Dr. Neal Van AlfenUniversity of California, Davis

Deanna van KlaverenGeneration Growers, Inc.

Rob C. Yraceburu Wells Fargo Bank

Dr. Michael Thomas CALF Director of EducationCalifornia State University, Fresno

Dr. Robert FloresCalifornia Polytechnic State University, San Luis Obispo

Dr. Peggy Sears PerryCalifornia State Polytechnic University, Pomona

Dr. Annie KingUniversity of California, Davis

Dr. Charles BoyerCalifornia State University, Fresno

Dr. David WehnerCalifornia Polytechnic State University, San Luis Obispo

Dr. Lester YoungCalifornia State Polytechnic University, Pomona

Dr. Neal Van AlfenUniversity of California, Davis

2011 - 2012

// Board of Directors // Core Faculty Members

// University Deans

// Alumni CouncilEXECUTIVE COMMITTEEMike Young (35), ChairPhil Waddell (29), Vice ChairHolly Dawley (38), Secretary/FinanceDeanna van Klaveren (32), Past Chair

REGIONAL DIRECTORSRegion 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)

Bob Gray, President & CEODr. Michael Thomas, Director of EducationDr. Charlie Crabb, Program AdvisorRick Vorpe, Director of DevelopmentTeresa Straub, Finance & Human ResourcesJudy Sparacino, Program CoordinatorEmily Clark, Enterprise CoordinatorMeredith Rehrman Ritchie, Writer/Editor

Annual Report designed by TMD Creative

// CALF Staff

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The Program. The People. Philanthropy.

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.

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.

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.

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.

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.

Loren BoothChair

Bob GrayPresident & CEO

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“We grow leaders who make a difference” – and you have made a huge difference. Thank you.

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JUL2011

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.

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.

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).

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.

Alumni Council election.

AUG2011

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2011-2012: HIGHLIGHTS

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Region 4 alumni hosted a reception at Hilmar Cheese Company to welcome new fellows from the region.

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).

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.

OCT2011

4242 SEP2011

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NOV2011

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.

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.

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.

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).

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).

CALF participated in the California Farm Bureau Federation annual meeting with a booth at the trade show.

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.

DEC2011

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Class 41 fellows traveled to Russia, Ukraine, Poland and the Czech Republic for a 15-day international travel seminar.

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.

Region 1 recruitment event, Montna Farms, Yuba City (Feb. 22).

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.

Region 3 alumni hosted the 9th annual Agricultural and Government Leaders Reception in Sacramento.

Joe MacIlvaine was appointed to the CALF board of directors.

FEB2012

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Class 42 fellows traveled to Washington, D.C., Gettysburg and Michigan for their national travel seminar.

The D.C. Exchange selection committee traveled to D.C. to interview candidates for the program.

Region 6 recruitment event, Sun-Maid Growers of California, Kingsburg (March 7).

Region 9 recruitment event, Agriculture Museum of Ventura County (March 30).

CALF co-sponsored the Common Threads award and luncheon honoring women in agriculture.

MAR2012

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.

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.

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2011-2012: highlights

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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.

Region 10 recruitment event, Cal Poly Pomona (May 5).

Region 3 event featuring a wine workshop, alumni reception, dinner and Class 41 presentation, UC Davis (May 7).

Region 5 recruitment event, CALF office (May 8).

Region 7 recruitment event and barbecue, Talley Vineyards, Arroyo Grande (May 10).

MAY2012

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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.

Inauguration: November 2010 // Graduation: June 2012Rick 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

LESSONone 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.

LESSONtwo 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.

LESSONthree 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.

LESSONfour 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.

CLASS FORTY ONEInternational Travel SeminarRussia, Poland, Ukraine, Czech Republic // February 2012

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LESSONone COMPROMISE VS.

LACK OF COMPROMISE

Fellows learned about the political process and critical issues – challenges, negotiation, communication and leadership.

LESSONtwo DEBATE AND DISSENSION

Fellows learned about Supreme Court legal debates, the value of disagreements/dissenting opinions, and the perspectives of Justice Stephen Breyer.

LESSONthree COLLABORATION

Fellows learned about the importance of groups, organizations and agencies working together and overcoming differences to work toward a goal or agreement.

LESSONfour COMMUNITY REVITALIZATION

Fellows learned about the positive results of community service, leadership in education, and problem solving.

National Travel SeminarWashington, 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.

Inauguration: November 2011 // Graduation: June 2013Joe 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

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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.”

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.”

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.”

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.”

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.”

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 excerpted from articles featured in Horizons magazine (2011-2012)

REFLECTIONS

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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.”

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

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

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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.

PAR

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S Exceptional Educational Partners for 42 years

Cal Poly PomonaFocus: Sociology, culture, history and religion

California State University, FresnoFocus: Criminology and national politics

Cal Poly San Luis ObispoFocus: Team building, communication skills and personal assessment

University of California, DavisFocus: Economics, state government, health and fitness

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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.


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STATEMENTS OF ACTIVITIES

Changes in unrestricted net assets:REVENUE AND GAINS Special events gross revenues 267,612 406,093 Less: special events direct costs (43,828) (33,907) Net revenues from special events 223,784 372,186

Contributions 1,642,127 1,406,077 Net investment income (loss) (13,672) 239,920 In-kind revenue 19,189 27,283 Other income 18,894 14,360 Netassetsreleasedfromrestrictions 279,614 —

TOTAL UNRESTRICTED REVENUES AND GAINS 2,169,936 2,059,826

EXPENSES Program services 1,140,368 1,188,955 Fundraising 304,064 249,976 Generalandadministrative 375,685 455,356 Granted fund expense 200,000 200,000

TOTAL EXPENSES 2,020,117 2,094,287

INCREASE (DECREASE) IN UNRESTRICTED NET ASSETS 149,819 (34,461)

Change in temporarily restricted net assets: Net investment income (45,971) 637,203 Netassetsreleasedfromrestrictions (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

2012 2011

Financial Summary

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Financial Summary

STATEMENTS OF ACTIVITIES

AssetsCURRENT ASSETS:

Cash and cash equivalents 11,145 — Contributionsreceivable 48,131 2,616 Pledges receivable 1,052,000 — Short-term investments 440,780 83,840 Other current asset 2,500 2,500

TOTAL CURRENT ASSETS 1,554,556 88,956

Property and equipment, net 15,877 10,323 Pledges receivable — net 3,584,589 — Long-term investments 6,539,931 6,348,100

TOTAL ASSETS 11,694,953 6,447,397

Liabilities and net assetsCURRENT LIABILITIES: Cashoverdraft — 40,323 Accounts payable 141,926 46,823 Funds held for others 19,034 28,887 Othercurrentliabilities 33,471 36,307

TOTAL CURRENT LIABILITIES 194,431 152,340

Net assets:UNRESTRICTED:

Undesignated 1,056,487 906,668 Board designated 1,000,000 1,000,000 Temporarily restricted 311,618 637,203 Permanently restricted 9,132,417 3,751,168

TOTAL NET ASSETS 11,500,522 6,295,039

TOTAL LIABILITIES AND NET ASSETS 11,694,953 6,447,379

2012 2011

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STATEMENTS OF FINANCIAL POSITION

Cash flows from operating activities Change in net assets 5,205,483 1,635,214 Adjustments to reconcile change in net assets to netcashprovided(used)byoperatingactivities: Depreciation 4,805 5,291 Net realized/unrealized (gain) Loss on investments 209,503 (712,121) Contributionsforendowmentpurposes (969,660) (1,032,472) (Increase)decreasein: Contributionsreceivable (45,515) 1,989 Pledges receivable (4,636,589) — Increase(decrease)in: Accounts payable 95,103 (91,405) Funds held for others (9,853) 9 Otherliabilities (2,836) 11,612

NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES (149,559) (181,883)

Cash flows from investing activities: Investment purchases (3,083,625) (3,072,399) Property and equipment purchases (10,359) — Proceeds from sale of investments 2,325,351 2,049,748

NET CASH USED BY INVESTING ACTIVITIES (768,633) (1,022,651)

Cash flows from financing activities: Permanentlyrestrictedcontributions 969,660 1,032,472 Cashoverdraft (40,323) 40,323

NET CASH PROVIDED BY FINANCING ACTIVITIES 929,337 1,072,795

NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS 11,145 (131,739)

CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR — 131,739

CASH AND CASH EQUIVALENTS, END OF YEAR 11,145 —

2012 2011

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FINANCIAL SUMMARYFI

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NOTE TO FINANCIALSTATEMENTS

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.

InvestmentsInvestments are stated at fair value on quoted market prices and were composed of the following at June 30:

Money market fund 440,780 83,840Domesticstocksandstockfunds 1,823,276 3,079,012Internationalstocksandstockfunds 2,459,023 918,755Domesticcorporatebondsandbondfunds 2,196,269 1,737,574Internationalcorporatebondsandbondfunds 61,363 612,759

TOTAL INVESTMENTS 6,980,711 6,431,940

The following schedule summarizes net investment returns for the years ended June 30

Interest/dividend income 184,421 191,403Realized/unrealized gains (losses) on investments (209,503) 712,122Investment fees (34,561) (26,402)

TOTAL INVESTMENT INCOME (LOSS) - NET (59,643) 877,123

2012 2011

Accounting & Consulting Retirement Plan Service Wealth Management

18

// ASSET ALLOCATION BY SEGMENT & MANAGER

Domestic Equity $1,762,583

Cash $478,588

Balanced$1,414,360

International Equity$891,738

Fixed Income $1,810,319

22.2% 27.7 %14.0%

28.5%

7.5% By Segment

Mainstay ICAP Select Equity $597,334

Intech Large Growth $591,523

Cramer Rosenthal Mid Value $285,420

Boston Company SMID $288,306

EuroPacific Growth $891,738

Blackrock Global $539,853

Restricted Cash $478,588

PIMCO Total Return $1,522,313

PIMCO Diversified Income $288,006

FPA Crescent $874,507

9.4%

9.3 %4.5 %

4.5%

14.0%

23.9%

4.5%

13.8

%

8.5%

7.5%

By Manager

11.4%INCREASE

Restricted Composite

GROWTH PERFORMANCE

// ASSET ALLOCATION BY SEGMENT & MANAGER

Unrestricted Composite

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.

$122,024

$2,192

$30,436

$60,690

$407,312

$30,057

$30,633

$122,024

$30,436

$193,413

$152,537

$2,192


financial summaryFIN

AN

CIA

LS

BALANCE SHEET

RESTRICTED FUND GROUP DeanBrownEndowedFounder’sChair 1,000,000 — 1,000,000 1,109,917 JGBoswellIIEndowedFounder’sChair 1,000,000 — 1,000,000 1,109,917 Special purpose Accounts 738,116 67,160 805,276 893,789 BoardDesignatedEndowment 1,000,000 — 1,000,000 1,109,913 CharlesBuchingerMemorialEndowment 86,905 1,200 88,105 97,789 FranklinOtisBoothLegacyFund 952,302 475,100 1,427,402 1,535,412 DeanBrownGrowthandInnovationFund 25,000 1,000 26,000 28,858 JGBoswellIILegacyFund — 425,250 425,250 471,992

TOTAL 4,802,323 969,710 5,772,033 6,357,588

SPECIAL PURPOSE ACCOUNTSFellowship funds AlumniFellowship 6,150 1,670 7,820 8,680 DeanBrownFellowship 5,000 500 5,500 6,105 WomeninLeadershipFellowship 9,220 575 9,795 10,872 LagomarsinoFamilyFellowship 25,000 500 25,500 28,303 RichardPidduckFellowship 31,000 4,000 35,000 38,847 ManasseroFellowship 36,350 11,650 48,000 53,276

Endowment funds BorbaFamilyEndowment 110,000 — 110,000 122,091 LaderaFoundation 196,000 5,000 201,000 223,093 Class12Endowment 12,075 1,000 13,075 14,512 Class17Endowment 24,635 600 25,235 28,009 Class30Endowment 51,247 2,875 54,122 60,071 Class33Endowment 25,949 — 25,949 28,801 GeneralEndowment 165,550 7,580 173,130 192,160

Memorial funds TimO’Neill/Class10MemorialFund 18,465 1,900 20,365 22,603 MichelleTurnerMemorialEndowment 21,475 10 21,485 23,847 Dr.GeorgeJohannessenMemorialEnowment — 27,300 27,300 30,301 RemoL.MatteucciMemorialEndowment — 2,000 2,000 2,220

TOTAL 738,116 67,160 805,276 893,789

CORPUSyear end6.30.2011

FISCAL YEARcontributions

6.30.2011

CORPUSyear end6.30.2012

VALUEyear end6.30.2012

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$5,000,000Otis Booth Foundation

$950,000James G. Boswell Foundation

$500,000Boswell Family Foundation

$350,000Susan Dulin

$80,000World Ag Expo Ag Leadership Alumni Breakfast

$50,000J.F. Maddox Foundation

$45,000Wells Fargo

$40,000Dean Brown Leadership Foundation (Dean Brown Golf Tournament)

$35,000Region 9 Golf Tournament

$25,000Western Growers Association

$20,000+Azzule SystemsBooth Ranches

$15,000+Harden FoundationRabobank, N.A.

$10,000+Mark and Sharon BorbaC.H. Robinson Worldwide, Inc.Capital Insurance GroupFarm Credit Marketing Alliance (CoBank, American AgCredit, Farm Credit West)Kevin Grizzle Farms, LLCThe Johannessen TrustLagomarsino GroupGeorge and Kathleen MyersOlive Hill, LLCSyngentaRick Vorpe and Evelyn Matteucci (Remo L. Matteucci Memorial Endowment)Wegis and Young Property

Management (Mike Young, Rick Wegis, Greg Wegis)

$7,500+Reiter Affiliated Companies

$5,000+Bowles Farming Company, Inc.Class 39Errotabere RanchesGreenleaf Farms, Inc. (John Colbert, Bob Kolberg, Nick Hill)Monsanto CompanyThe Norton Foundation (John and Lillian Norton)Person and Son Cattle Co.Saticoy Lemon AssociationUnion Bank FoundationTim York

$4,000California Ag Summit Tootelian Charitable Foundation (Karen Musson)

$3,000Richard Pidduck (Santa Paula Creek Ranch)Ventura County Community Foundation (on behalf of Limoneira Foundation Fund)

$2,500Class 41Gary and Diana CusumanoJames and Kristen FinchEjnar and Beth KnudsenTom and Brianne McGrath (in memory of Mel Oneto and Brian Davie)The Passport FoundationPrudential Mortgage Capital CompanyRolling Ridge RanchVista Livestock Co. (Rose Marie Burroughs)Vista Livestock Co. (Benina Montes)

$2,000+Blue Diamond GrowersPhilip BowlesRick and Lynne CosynsMelissa DuflockRobert and Patricia Gray

Jim HansenLeavens Ranches

$1,500+Berry Pack, Inc.CH2M Hill FoundationSMS/Sysco ProducePierre TadaValley Pride (Joe Pezzini)

$1,000Kevin AndrewJames BeecherCaroline and Fred BerryJeff and April BitterEd and Rosa Boutonnet Ben and Denise CarterKimberly ClaussRichard ClaussCrown Packing Company, Inc.Doug and Alison DeGroffDel Pueblo (Donna Farmer)Dole Fresh Vegetables, Inc.Jeffrey ElderElkhorn Packing Co, LLCRoberta FirovedSusan and Bart FisherFresno Equipment CompanyJohn and Sharon GarnerKevin and Diane HermanGeorge and Janice HigashiJeana and Larry HultquistJohn and Merna JohannessenNeil JohannessenA.G. KawamuraKing and Gardiner Farms, LLC (Holly King and Keith Gardiner)Charles KosmontRonald KruseJohn and Edyth LedbetterMIXTEC Group (Chris Nelson)Thomas MulhollandRalph MyersNelson Irrigation Corp.Sam NevisSteve NicholsTimothy O’NeillPeggy PerryPidduck Ranch PartnershipJacqueline PucheuGerald and Elaine RomingerLeland Ruiz

John SalmonsonBud and Paula SarmentoJanette SmithRichard and Claudia SmithRod and Carol StarkTim SugishitaRosemary TalleyJohn TaylorTriCal, Inc.Western United DairymenMarcia Wolfe

$750Western Precooling Systems

$600+Ocean Mist Farms*Jeff StephensMary-Ann Warmerdam

$500+Randall AsadoorRobert and Anne AtkinsBarkley Ag Enterprises, LLPArthur BarrientosBeth Brookhart-PandolRichard and Kandi BurnesBlake and Lisa CarlsonMichael and Barbara ChrismanGus and Barbara Collin*Sandra CreightonD’Arrigo Bros. CoJohn DeRuiterDouble E Farms (Russel Efird)Margaret DuflockDV Custom Farming, LLC (Catarino Martinez)Fanciful Company5th Generation Farming (Tracy Schohr)Filice Farms, LPMike and Jeanette Fitch*The Gamble FoundationLaura Giudici-MillsJonathan GravesJohn GretherEdward and Susie GrossiThe Growers Company, Inc.Henry Avocado CorpFrank HillikerHuntington FarmsDale and Mary HussMark and Isabella Jacobs

Ann JohannessenNeil and Barbara JohannessenSarb JohlKirsten KinsellaBuck and Hilda KleinEd KuykendallLisa Leondis (in honor of Rod Stark and family)Stan LesterMann Packing Co.Mark and Megan McKeanB. Chris McKenzieKent and Kathryn McKenzieCraig McNamaraPaul NewtonThe Nunes Company, Inc.Ben Olson (Olson Engineering)Mona and Pete PankeyJean PhillimoreJosh and Tori PinkertonJohn PucheuKim RoginaKaren and Barry RossRuben RuedaSarah B Reynolds FarmingTim SherrillMark SorensenSpeedling, Inc.Dana and Lindsey ThomasCraig UnderwoodVal Mar Farms, LLC (Catarino Martinez)Ray and Katie Van BeekScott and Susan Van Der KarEllen WayPaul and Deborah WengerJacquie Williams-Courtright and Tom CourtrightRoger WoodRichard ZinserJohn and Teresa Zonneveld

$400+Class 40

$300+Jonathon BeckettLisa BodrogiJohn BoyesRobert CherensonNoelle CremersGus Collin

donorsTH

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Jerry Diefenderfer*Robin FlournoyBryan and Jerri FoleyRobert Goodwin, Jr.Soapy MulhollandTom MulhollandTodd RehrmanMeredith Rehrman RitchieNicholas Ustin

$250Dennis and Beth AlbianiCalifornia Celery BoardKaren CaplanWilliam and Jennifer CarriereBill ChandlerNorman ClarkJennifer ClarkeVernon CrowderLes and Cindy CrutcherKathy DeVoy (Progressive Packaging Group, Inc.)Susan DiefenderferDarlene and Ed DinTerry Fleming DucatoDuda Farm Fresh Foods, Inc.Enza Zaden USA, Inc.Bonnie FernandezFour Little Devils Farms, Inc.John and Mary Ann FryePam and Henry GiacominiAshley GillGlenn Yenni and Sons, Inc.Todd and Isabel HansenLester and Janet HeringerChris HurdChase and Dana HurleyDeborah HurleyFidela IrigoyenSue JohannessenCade Johnson (Leafworks)Jones Flying Service, Inc.William JonesTracy KahnNomie KautzJ Link and Sally LeavensBob and Susan LilleyLoBue CitrusJoann MartinLeo and Susan McGuireEd McLaughlinJeff and Lori MerwinEric MerzJohn MullerPasquinelli Produce Co.Steve and Mary PastorGarrett PatricioDoug Phillips

Primus Labs*Rain for RentSonny and Lillian RiandaEli Riddle (Progressive Packaging Group, Inc.)Donald RobertsHal and Courtney RobertsonLeanne RutherfordSan Miguel Produce, Inc.Lance and Audrey TennisJoe TurkovichDeanna and Roger van KlaverenAnthony Van RuitenRobert and Karen Van DykeWaymon Farms, Inc.

$200Chris AmbleTheresa BecchettiBarry BedwellScott BeylikJeff and Brenda BoldtRalph and Dondu De LeonLuis A. Scattini and Sons, LPMDM Properties (Maurice and Marie DiBuduo)Joanne NissenMike PoindexterGene and April Rapp (in memory of Gary King and Mel Oneto)Mike RichardsonDouglas RuddJoseph and Jill SabolJohn SchaapRoxanna SmithStuart Yamamoto

$100+Nina AmesEmily and Tony AyalaYissel BarajasRick and Nancy BarnesWoody and Jane BarnesWilliam BennettDonald BergamLewis and Barbara BairBoggiatto Produce, Inc.Lance BrownRobert and Nancy CadenazziRon CairdPierre CamsuzouGary Cavalrito*Dikran and Christa ChamlianThomas ChandlerSteve ChrismanTyler and Mary ChristensenNed CoeDarrell and Norma CordovaJohn Crossland

Bill DaniellPeter DeGrootDempel Farming Co. (Bob Dempel)Bob DenneyTed and Josie Dennis*Nat and Marilyn DiBuduoSue DiTomasoDavid DukePete FalliniLon Fletcher*Gary FosterJohn and Jane GibsonJoe and Lori GraingerRich and Kay Greer*Mica HeilmannBenjamin HenryAdin and Dora Hester*Arch HoffmanJoshua and Jana HuntsingerAdam and Christine IcardoJoe Panziera FarmPatricia JohannessenMatt JonesMary KimballLapp, Fatch, Myers & Gallagher*Phil LempertRandy LinquistLeo LynchPetrea MarchandPaul and Jill MartinRichard MorgantiniJulie MorrisDaniel and Nancy NelsonCynthia NobleKelly OldsStephen and Elaine OlsonOro Del Norte, LLCBrenda OuwerkerkBeth PandolKelley and Tom ParsonsMike PhelanBradley PollockRabo AgrifinanceRobert RathbonePatricia ReynoldsRianda BrothersRincon Farms, Inc. (in memory of Jenny Botta)Clifford SadoianRonald and Laurel SchulerWilliam ScottDavid and Charmaine SilvaJohn SlinkardWilliam and Teresa SullivanVassar Ranch*Jim Wegis*John Weiler

Mary Jane WhitneyYuba-Sutter-Colusa Alumni

Up to $100Khatchik AchadjianAllied Grape GrowersWoody BarnesMelissa BorelPati Boutonnet*Dean and Judith BuchingerJohn and Jill CallisJoseph and Ann CirimeleSusan CohenGerald and Sally Czarnecki*Joan Dal PortoBob and Shirley Dempel*Christina FischerCathy HaasBart HillErik JertbergHugh and Renee JohannessenJeff KoligianDon and Doris Lahr*Michele and Philip LavertyDennis LearyTom and Kim LucasJanet and William McDanielRoz McGrathKathy NielsenWilliam and Ruth Pata*Bob PendergrassMark QuisenberryJim and Lynne SaundersLynne Sill*Allen and Anna Sorenson*Melissa VarcakErik VinkPaul ViolettJoan Wilcox

In-Kind Donations2012 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: $1502012 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: $425.40Alumni 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: $100Communications •TMD Creative – creative and design services: $21,377.50

THA

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* Some or all of donation in memory of Ernie Righetti 23

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.

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