CALIFORNIA FARM BUREAU FEDERATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1931

Legal Domicile

Principal Officer

SHANNON DOUGLASS

Phone

9165615520

Tax Period

2023-11-01 to 2024-10-31

CALIFORNIA FARM BUREAU FEDERATION, founded in 1931, is a mid-sized nonprofit that reported $12.1M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $15.9M exceeded revenue, resulting in a 31% operating deficit.

Mission

TO IMPLEMENT POLICIES AND DEVELOP WORK PROGRAMS THAT WILL IMPROVE THE FINANCIAL WELL-BEING AND QUALITY OF LIFE OF CALIFORNIA FARMERS AND RANCHERS.

Program Service Accomplishments

Program 1

LEADERSHIP DEVELOPMENT: TO DEVELOP EFFECTIVE WORKING RELATIONSHIPS WITH THE MEMBERS OF FARM BUREAU. SPECIFIC PROGRAMS INCLUDE: MEMBERSHIP RETENTION, LEADERSHIP DEVELOPMENT, YOUNG FARMERS AND...

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.

Program 2

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.

Program 3

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,774,418

Investment Income $2,906,127

Other Revenue $6,453,350

TOTAL REVENUE $12,133,895

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $8,099,481

Fundraising Expenses $0

Other Expenses $7,795,237

TOTAL EXPENSES $15,907,643

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,133,895	$12,918,785	-0.1%
Expenses	$15,907,643	$16,294,805	0.0%
Net Income	$-3,773,748	$-3,376,020	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,358,444

Total Directors

$405,793

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON DOUGLASS	PRESIDENT	40.00	Officer Director	$51,555	$0	$51,555
SHAUN CROOK	1ST VICE PRESIDENT	12.00	Officer Director	$31,015	$0	$31,015
RON PETERSON	2ND VICE PRESIDENT	8.00	Officer Director	$2,725	$0	$2,725
RONNIE LEIMGRUBER	DIRECTOR	2.00	Director	$2,725	$0	$2,725
SCOTT HUDSON	DIRECTOR	2.00	Director	$0	$0	$0
MARK LOPEZ	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MERRILL	DIRECTOR	2.00	Director	$2,538	$0	$2,538
KEVIN ROBERTSON	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH AIROSO	DIRECTOR	2.00	Director	$663	$0	$663
LORNA ROUSH	DIRECTOR	2.00	Director	$0	$0	$0
APRIL ENGLAND	DIRECTOR	2.00	Director	$1,325	$0	$1,325
JAY MAHIL	DIRECTOR	2.00	Director	$1,475	$0	$1,475
JAN GARROD	DIRECTOR	2.00	Director	$1,475	$0	$1,475
JOSEPH MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
PAUL SANGUINETTI	DIRECTOR	2.00	Director	$2,350	$0	$2,350
JAKE WEGNER	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH FISCHER	DIRECTOR	2.00	Director	$725	$0	$725
CLARK BECKER	DIRECTOR	2.00	Director	$725	$0	$725
GARRETT DRIVER	DIRECTOR	2.00	Director	$1,100	$0	$1,100
JOHNNIE WHITE	DIRECTOR	2.00	Director	$725	$0	$725
DANIEL SUENRAM	DIRECTOR	2.00	Director	$2,325	$0	$2,325
TAYLOR HAGATA	DIRECTOR	2.00	Director	$1,350	$0	$1,350
JIM MORRIS	DIRECTOR	2.00	Director	$5,086	$0	$5,086
RONALD VEVODA	DIRECTOR	2.00	Director	$600	$0	$600
GLENDA HUMISTON	DIRECTOR - AE	2.00	Director	$0	$0	$0
JENNY HOLTERMANN	DIRECTOR - RHS	2.00	Director	$0	$0	$0
TRELAWNEY BULLIS	DIRECTOR - YFR	2.00	Director	$0	$0	$0
JAMES JOHANSON	PRESIDENT (PRIOR)	40.00	Officer Director	$267,068	$22,518	$289,586
RICHARD MINER	DIRECTOR (PRIOR)	2.00	Director	$1,100	$0	$1,100
BRIAN MEDEIROS	DIRECTOR (PRIOR)	2.00	Director	$0	$0	$0
DONNY ROLLIN	DIRECTOR (PRIOR)	2.00	Director	$1,825	$0	$1,825
ALBERT STEHLY	DIRECTOR - RHS (PRIOR)	2.00	Director	$1,100	$0	$1,100
LEAH GROVES	DIRECTOR - YFR (PRIOR)	2.00	Director	$1,700	$0	$1,700
MARK DAWSON PRIOR	SECRETARY/TREASURER	40.00	Officer	$215,167	$47,198	$262,365
JIM HOUSTON	ADMINISTRATOR (PRIOR)	40.00	Officer	$311,815	$25,255	$337,070
KAREN MILLS	SECRETARY	40.00	Officer	$202,392	$21,649	$224,041
JASON GREER	TREASURER	40.00	Officer	$126,416	$33,671	$160,087
CHRISTOPHER REARDON	DIRECTOR OF FEDERAL POLICY	40.00	Highest	$195,180	$14,866	$210,046
MELANIE DUVAL	DIRECTOR OF MARKETING AND COMMUNICATIONS	40.00	Highest	$182,422	$24,364	$206,786
CARL BORDEN	ATTORNEY	40.00	Highest	$172,669	$38,179	$210,848
CHRISTIAN SCHEURING	ATTORNEY	40.00	Highest	$155,915	$30,011	$185,926
PATER ANSEL	DIRECTOR, POLICY ADVOCACY	40.00	Highest	$154,356	$11,836	$166,192

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$12,133,895	$15,907,643	$75,856,990	$-3,773,748
2023	$12,918,785	$16,294,805	$73,483,272	$-3,376,020
2023	$12,918,785	$16,294,805	$73,483,272	$-3,376,020
2022	$11,211,838	$15,329,580	$76,656,514	$-4,117,742
2021	$13,342,854	$14,572,659	$91,442,491	$-1,229,805
2020	$14,735,456	$16,364,751	$82,452,698	$-1,629,295
2019	$22,463,907	$14,136,404	$87,384,652	$8,327,503
2018	$14,570,286	$13,738,572	$77,791,696	$831,714