2022-09-15T09:27:35-05:00 2021-10-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2020-11-01 940357610 CALIFORNIA FARM BUREAU FEDERATION CALI 9165615520 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 JASON GREER CONTROLLER 9165615520 2022-09-09 1 JASON GREER 999009999 HELEN G BERHE P01077434 9166466464 2022-09-09 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z JAMES JOHANSSON 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 29692254 0 X CFBF.COM X 1931 CA TO IMPLEMENT POLICIES AND DEVELOP WORK PROGRAMS THAT WILL IMPROVE THE FINANCIAL WELL-BEING AND QUALITY OF LIFE OF CALIFORNIA FARMERS AND RANCHERS. 24 21 79 0 1813169 74020 1654178 275685 3389234 3309395 3186283 3385002 6505761 6372772 14735456 13342854 101000 100000 0 0 7337458 7326028 44818 37200 0 8881475 7109431 16364751 14572659 -1629295 -1229805 82452698 91442491 3672452 4719393 78780246 86723098 X TO IMPLEMENT POLICIES AND DEVELOP WORK PROGRAMS THAT WILL IMPROVE THE FINANCIAL WELL-BEING AND QUALITY OF LIFE OF CALIFORNIA FARMERS AND RANCHERS. 0 0 LEADERSHIP DEVELOPMENT: TO DEVELOP EFFECTIVE WORKING RELATIONSHIPS WITH THE MEMBERS OF FARM BUREAU. SPECIFIC PROGRAMS INCLUDE: MEMBERSHIP RETENTION, LEADERSHIP DEVELOPMENT, YOUNG FARMERS AND RANCHERS, GROWING FARM BUREAU, CITIZENSHIP, SCHOLARSHIP, SAFETY, AND RURAL HEALTH COMMITTEES. COMMUNICATIONS: THE FARM BUREAU COMMUNICATIONS/NEWS SERVICES PROVIDE INFORMATION TO THE MEMBERSHIP AND THE GENERAL PUBLIC THROUGH RADIO, TELEVISION, NEWSPAPER, MAGAZINE, AND WEBSITE. THE PURPOSE IS TO PRESENT AGRICULTURE'S VIEWPOINT TO THE MEDIA WHEN IT IS NEEDED. THE WEEKLY PUBLICATION, AG ALERT, EMPHASIZES THE ANALYSIS OF LEGISLATION, CAPITOL EVENTS AND MARKET NEWS. INSURANCE PROGRAMS: THESE PROGRAMS PROVIDE COMMERCIAL, HOME, AUTO, LIFE AND WORKERS' COMPENSATION INSURANCE SERVICES AS WELL AS FINANCIAL, RETIREMENT PLANNING, AND RETIREMENT PLAN SERVICES TO OUR FARM BUREAU MEMBERSHIP. MONITORING CURRENT STATE, NATIONAL, AND INTERNATIONAL AGRICULTURAL ISSUES IMPACTING CALIFORNIA PRODUCERS. REPORTING ON ISSUES THROUGH THE ISSUE ADVISORY COMMITTEES TO COUNTY FARM BUREAUS AND THE MEMBERSHIP. ANALYZING COMMODITY RELATED STATE AND FEDERAL LEGISLATION, REGULATIONS AND THEN MAKING RECOMMENDATIONS TO CFBF BOARD OF DIRECTORS.REPRESENTATION OF MEMBERS AT THE STATE AND NATIONAL LEVELS OF GOVERNMENT. INCLUDES WORK ON LEGISLATION AND REGULATIONS AFFECTING TAXES, EDUCATION, WATER, LAND USE, ENERGY, LABOR, PESTICIDES, TRANSPORTATION, COMMODITIES, AND AIR QUALITY AMONG OTHER ISSUES. 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 92 0 1 79 1 1 1 0 0 0 1 1 0 0 0 X 24 21 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 CA X MARK DAWSON 9165615520 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 AL STEHLY DIRECTOR 2.00 X 1475 0 0 ANDREW WILSON DIRECTOR 2.00 X 1100 0 0 TERRY MUNZ DIRECTOR 2.00 X 0 0 0 KEVIN MERRILL DIRECTOR 2.00 X 0 0 0 JENNY HOLTERMANN DIRECTOR 2.00 X 850 0 0 JOEY AIROSO DIRECTOR 2.00 X 0 0 0 DONNY ROLLIN DIRECTOR 2.00 X 1225 0 0 RICHARD BIANCHI DIRECTOR 2.00 X 600 0 0 THOMAS ROGERS DIRECTOR 2.00 X 1475 0 0 JAN GARROD DIRECTOR 2.00 X 0 0 0 JOSEPH MARTINEZ DIRECTOR 2.00 X 0 0 0 PAUL SANGUINETTI DIRECTOR 2.00 X 975 0 0 RON PETERSON DIRECTOR 2.00 X 3225 0 0 KEN MITCHELL DIRECTOR 2.00 X 1038 0 0 DAVID BARHYDT DIRECTOR 2.00 X 1225 0 0 GARRETT DRIVER DIRECTOR 2.00 X 0 0 0 DOMENIC CARINALLI DIRECTOR 2.00 X 1600 0 0 DAVE ROSENTHAL DIRECTOR 2.00 X 0 0 0 TOM STEWART DIRECTOR 2.00 X 1100 0 0 JIM MORRIS DIRECTOR 2.00 X 725 0 0 BLAKE ALEXANDRE DIRECTOR 2.00 X 0 0 0 JAMES JOHANSSON PRESIDENT 40.00 X X 252960 0 18848 SHANNON DOUGLASS 1ST VICE PRESIDENT 9.00 X X 25850 0 0 SHAUN CROOK 2ND VICE PRESIDENT 6.00 X X 16000 0 0 MARK DAWSON SECRETARY/TREASURER 40.00 X 169108 0 39695 JIM HOUSTON ADMINISTRATOR 40.00 X 277255 0 47161 DAVID KRANZ COMMUNICATIONS MANAGER 40.00 X 138901 0 28220 CHRISTIAN SCHEURING ATTORNEY 40.00 X 151164 0 37719 CARL BORDEN ATTORNEY 40.00 X 160756 0 33035 KAREN SMITH-OLSON DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 169957 0 22290 KAREN MILLS ATTORNEY 40.00 X 201304 0 32019 1579868 0 258987 17 0 1 0 UNEARTH CAMPAIGNS LLC 555 CAPITOL MALL SACRAMENTO CA 95614 CAMPAIGN MANAGEMENT CONSULTING 1120604 CUSTOM HOUSE HOTEL LP 2 PORTOLA PLAZA HOTEL MONTEREY CA 93940 ANNUAL MEETING FACILITY 185866 INTERWEST INSURANCE SERVICES PO BOX 8110 CHICO CA 95927 INSURANCE BROKER 109085 3 275685 275685 MEMBERSHIP DUES 900099 2931345 2931345 SPONSORSHIPS 900099 378050 378050 3309395 1558955 1493 1557462 3869269 3869269 429546 0 429546 429546 429546 18175447 16349400 1826047 1826047 1826047 ADVERTISING 541800 1811676 1811676 MANAGEMENT FEES 561000 175000 175000 MISCELLANEOUS INCOME 900099 68309 68309 18972 18972 2073957 13342854 3174654 1813169 8079346 100000 863490 5139577 315958 576428 430575 275557 89057 467685 37200 136398 421823 145544 1925244 479297 739173 284238 440097 656101 156970 PUBLIC TV EXPENSE 369163 GROWING FB PROGRAM 163821 FAMFARM AGAINST PROP 15 10000 NARD COMMITTEES 8426 340837 14572659 1253153 735188 3257061 4394388 366317 495636 27500 0 294943 276806 22135791 2238185 20217681 19897606 53734706 60323970 3301337 5318897 82452698 91442491 2468793 2095030 1203659 2624363 3672452 4719393 X 78780246 86723098 78780246 86723098 82452698 91442491 X -1229805 10273020 -1100363 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CALIFORNIA FARM BUREAU FUND TO PROTECT THE FAMILY FARM 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 942870791 142654 1 0 0 1313858 1313858 369684 17236490 1054383 16551791 463369 463369 2280531 1183802 1096729 471859 471859 19897606 629105 F ALTERNATIVE INVESTMENTS 4689792 F 5318897 X PART X, LINE 2: THE FEDERATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, THE CFBF AND THE FOUNDATION ARE NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2017. X X X 1 CJB & ASSOCIATES 8217 SUNBONNET FAIR OAKS CA 95628 BENEFACTOR OUTREACH/RESOURCE DEVELOPMENT 0 153050 37200 115850 153050 37200 115850 SCHEDULE G, PART I, LINE 2B, COLUMN (V) COMPENSATION SECTION OF AGREEMENT FOR SERVICES ADDRESSES PAYMENT FOR SERVICES IN A SEPARATE SECTION THAN EXPENSE REIMBURSEMENT. 1 CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 680100601 501(C)(3) 100000 TO PROVIDE GENERAL SUPPORT PART I, LINE 2: CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM (CFAITC), CA BOUNTIFUL FOUNDATION (CBF), CA FARM BUREAU SCHOLARSHIP FOUNDATION (SCH) AND CALIFORNIA FARM BUREAU FEDERATION (CFBF) ARE AFFILIATED COMPANIES AND ALL CFAITC, CBF, AND SCH OFFICERS ARE CFBF OFFICERS. THOSE OFFICERS ARE MEMBERS OF CFAITC'S, CBF'S AND SCH'S BOARDS AND, AS SUCH, REVIEW AND APPROVE THE ANNUAL BUDGET AND USE OF FUNDS. CFBF EXECUTIVE COMMITTEE RECEIVES PERIODICAL FINANCIAL STATEMENTS FROM CFAITC, CBF AND SCH. X X X 0 1 X X X 0 0 0 JAMES JOHANSSON PRESIDENT 201255 0 0 0 51705 0 17707 0 1141 0 271808 0 0 0 MARK DAWSON SECRETARY/TREASURER 165012 0 0 0 4096 0 12295 0 27400 0 208803 0 0 0 JIM HOUSTON ADMINISTRATOR 275004 0 0 0 2251 0 19866 0 27295 0 324416 0 0 0 DAVID KRANZ COMMUNICATIONS MANAGER 131208 0 0 0 7693 0 10031 0 18189 0 167121 0 0 0 CHRISTIAN SCHEURING ATTORNEY 150000 0 0 0 1164 0 11028 0 26691 0 188883 0 0 0 CARL BORDEN ATTORNEY 156864 0 0 0 3892 0 11721 0 21314 0 193791 0 0 0 KAREN SMITH-OLSON DIRECTOR OF MARKETING & COMMUNICATIO 162549 0 0 0 7408 0 12033 0 10257 0 192247 0 0 0 KAREN MILLS ATTORNEY 187500 0 7500 0 6304 0 14362 0 17657 0 233323 0 0 0 PART I, LINE 1A 1) SMALL CHARTER PLANE MAY BE USED TO TRANSPORT STAFF TO A MEETING IF LOCATION IS REMOTE AND/OR SCHEDULING COMMERCIAL FLIGHT IS DIFFICULT AND CHARTER PLANE IS THE ONLY WAY TO ACCOMMODATE ATTENDANCE. 2) SPOUSES ARE EXPECTED TO PARTICIPATE AND THE COMPANY PAYS FOR TRAVEL TO CERTAIN EVENTS IN VERY LIMITED SITUATIONS. THESE ARE PARTICIPATION IN THE CFBF ANNUAL MEETING AS WELL AS AFBF ANNUAL MEETING. THIS APPLIES TO SPOUSES OF OFFICERS ONLY. SINCE A FARM BUREAU MEMBERSHIP IS FOR OFFICER AND SPOUSE, ATTENDANCE AT THESE EVENTS IS PART OF THE FARM BUREAU CULTURE NATIONWIDE AND IS AN EXPECTATION, IF NOT A REQUIREMENT, FOR THOSE HOLDING OFFICE AND THEIR SPOUSES. NOT TAXABLE COMPENSATION. 3) HEALTH CLUB DUES ARE TAXABLE COMPENSATION. PART I, LINE 1B A CONSISTENTLY-FOLLOWED PRACTICE HAS BEEN IN PLACE FOR SEVERAL YEARS. FORM 990, PART VI, SECTION A, LINE 1 THE ORGANIZATION'S GOVERNING BODY DELEGATED AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS PRESIDENT, 1ST AND 2ND VICE PRESIDENTS, ADMINISTRATOR & SECRETARY/TREASURER. ONLY PRESIDENT AND VICE PRESIDENTS ARE ON THE GOVERNING BODY. COMMITTEE MONITORS DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 COUNTY FARM BUREAUS APPOINT DELEGATES TO THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A COUNTY FARM BUREAUS APPOINT DELEGATES TO THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE HOUSE OF DELEGATES ELECTS THE OFFICERS ON THE GOVERNING BODY (PRESIDENT AND 2 VICE PRESIDENTS). THE DELEGATES WITHIN EACH DISTRICT ALSO ELECT THEIR DISTRICT DIRECTORS, CONFIRMED BY THE ENTIRE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL ENSURE THAT THE IRS FORMS 990 AND 990-T ARE ACCURATE BY REVIEWING A COMPLETE COPY OF THE FORMS 990 AND 990-T. THE TREASURER OR ASSISTANT TREASURER SHALL SIGN AND CERTIFY THAT THE FORMS ARE ACCURATE AND COMPLETE. CONSISTENT WITH THE REQUIREMENTS OF IRC SEC. 6104(D) AND THE REGULATIONS HEREUNDER, COPIES OF CFBF'S FORMS 990 AND 990-T SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER TO ANY INDIVIDUAL WHO MAKES A REQUEST. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED INCLUDE ALL BOARD MEMBERS, OFFICERS, KEY EMPLOYEES AND MANAGERS. THE POLICY IS DISCUSSED ANNUALLY WITH ALL BOARD MEMBERS AND EACH IS REQUIRED TO UPDATE THEIR AGREEMENT TO COMPLY WITH THE POLICY. EMPLOYEES ALSO SIGN A NEW AGREEMENT EACH YEAR. CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A FOR THE PRESIDENT: COMPENSATION COMMITTEE (A SUBSET OF THE FINANCE COMMITTEE INCLUDING THE FINANCE COMMITTEE CHAIR) USES HISTORICAL COMPARISON DATA TO REVIEW AND APPROVE COMPENSATION FOR PRESIDENT. THIS PROCESS WAS LAST DONE IN 2021. FOR THE OTHER OFFICERS/KEY EMPLOYEES: THE PRESIDENT REVIEWS AND APPROVES OF THE COMPENSATION FOR THE ADMINISTRATOR, TREASURER, SECRETARY, AND GENERAL COUNSEL. HOWEVER, THE PRESIDENT USES GUIDANCE FROM OTHER CURRENT OFFICERS, HUMAN RESOURCES MANAGER, OUTSIDE DATA COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, AND MEMBERS OF THE EXECUTIVE TEAM, COMPENSATION COMMITTEE, AND FINANCE COMMITEE AS NEEDED. THIS PROCESS IS DONE ON AN ANNUAL BASIS OR AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY IN GAIN OF UNCONSOLIDATED SUBSIDIARY -29,030. REAL ESTATE ACTIVITY - TIMING DIFFERENCES -25,018. CUMMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE -1,046,315. FORM 990 PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. RIVER PLAZA PROPERTIES LLC 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 451655964 REAL ESTATE INVESTMENT CA 242901 19163751 CALIFORNIA FARM BUREAU FEDERATION CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 680100601 INCREASE AGRICULTURAL AWARENESS IN CA CLASSROOMS CA 501(C)(3) LINE 7 CALIFORNIA FARM BUREAU FEDERATION 0 CALIFORNIA FARM BUREAU SCHOLARSHIP FOUNDATION 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 946070123 PROMOTE AG EDUCATION WITH UNIVERSITY SCHOLARSHIPS CA 501(C)(3) LINE 12B, II CALIFORNIA FARM BUREAU FEDERATION 0 CALIFORNIA FARM BUREAU FUND TO PROTECT THE FAMILY FARM 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 942870791 SUPPORTS CANDIDATES WORKING FOR BEST INTERESTS OF CALIFORNIA AGRICULTURE CA 527 N/A CALIFORNIA FARM BUREAU FEDERATION 0 CALIFORNIA BOUNTIFUL FOUNDATION 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 680426882 PROMOTE PUBLIC AWARENESS/UNDERSTANDING OF CALIFORNIA AGRICURLTURE CA 501(C)(3) LINE 12B, II CALIFORNIA FARM BUREAU FEDERATION 0 FARM EMPLOYERS LABOR SERVICE 2600 RIVER PLAZA DRIVE SACRAMENTO CA 95833 237090681 AG LABOR MANAGEMENT CA CALIFORNIA FARM BUREAU FEDERATION C -29030 816297 1.00000 1 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 FARM EMPLOYERS LABOR SERVICE L 120000 CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM L 50000 FARM EMPLOYERS LABOR SERVICE A 20433 CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM A 48288 CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM B 100000 CALIFORNIA FARM BUREAU FUND TO PROTECT THE FAMILY FARM Q 190915