OKLAHOMA 4-H 2019 ANNUAL REPORT
SUPPORTING HIGHER EDUCATION 4-H Foundation scholarships help make dreams come true
CATALYST FOR CHANGE 4-H member has big plans for her community
A 4-H LEGACY 4-H volunteer continues to make a difference
TABLE OF CONTENTS OKLAHOMA 4-H ANNUAL REPORT Issued August 2020
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Catalyst for Change
PUBLISHED BY: Oklahoma 4-H Foundation
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4-H Day at the Capitol
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National 4-H Hall of Fame
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Bringing History to Life
MILFORD H. JENKINS Executive Director Oklahoma 4-H Foundation STEVE BECK Assistant Director Oklahoma State University Extension and 4-H Program Leader
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Ms. 4-H: Marjorie Moesel
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A Lifelong Investment
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Enhancement Grants
Special thanks to Todd Johnson, Trisha Gedon and those quoted within for their contributions.
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Oklahoma 4-H Hall of Fame
Unless otherwise noted, all photos are courtesy of Todd Johnson or Oklahoma 4-H.
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Outstanding Alumni & Partners
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Making Dreams Come True
KRISTIN YOUNG Marketing Coordinator Oklahoma 4-H Youth Development LYNDSEY HARVEY Communications Intern Oklahoma 4-H Foundation
Visit us online at: www.oklahoma4hfoundation.com
The Oklahoma 4-H Annual Report is published annually for 4-H supporters and alumni. Oklahoma State University, as an equal opportunity employer, complies with all applicable federal and state laws regarding non-discrimination and affirmative action. Oklahoma State University is committed to a policy of equal opportunity for all individuals and does not discriminate based on race, religion, age, sex, color, national origin, marital status, sexual orientation, gender identity/expression, disability, or veteran status with regard to employment, educational programs and activities, and/or admissions. For more information, visit https:///eeo.okstate.edu. This publication is printed and issued by Oklahoma State University as authorized by the Vice President of the Division of Agricultural Sciences & Natural Resources and has been prepared and distributed at no cost to taxpayers.
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Scholarship & Award Winners
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Order of the Clover
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Honorary & Memorial Gifts
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Financial Statements
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Notes to Financial Statements
A NOTE FROM THE PRESIDENT: “For my club, my community, my country and my world.” These last few words of the familiar 4-H pledge provide the continuing motivation of the Oklahoma 4-H Foundation. The Foundation exists solely to provide support to the Oklahoma 4-H program and the impact and opportunities that they continue to provide the youth of our state. Thousands of Oklahoma youth participate in 4-H activities and educational programs each year, ranging from in-school enrichment, field days, camps and club meetings. These programs provide a full 21st century education on topics such as healthy living, computer science, shooting sports, and of course, livestock and agricultural projects. Last year, the Oklahoma 4-H Foundation provided more than $155,000 to reward outstanding 4-H members for their project work and achievements, as well as provide citizenship and leadership experiences through travel scholarships. These figures do not include the various other programmatic support for county enhancement grants and special projects administered by our state staff and county educators. While these are substantial figures, we need the support of our donors now more than ever. Challenging times in state and county budgets directly affect the work that 4-H educators can accomplish throughout the state. The Foundation staff and board of directors are committed to fulfilling every need that the program has for programming initiatives. Every contribution, large or small, provides necessary funds to continue important programming which prepares our 4-H youth to enter the world with the necessary life skills to succeed in today’s society. As you will see in the coming pages, the power of our organization comes from the generous support of our donors who are committed to providing resources to our dedicated extension professions, volunteers and 4-H members living out the motto of “Making the Best Better.” Thank you for your generous support. We look forward to all of the great connections that await in 2020. Sincerely,
PRESIDENT JERED DAVIDSON, Edmond VICE PRESIDENT PAUL JACKSON, Ringling TREASURER JERRY KIEFER, Edmond PAST PRESIDENT TERRY STOWERS, Norman BOARD OF DIRECTORS ANN BENSON, Stillwater HOLLY BUNT, Enid DAN BOMHOFF, Okarche STEVE BOMHOFF, Okarche BEVERLY CHAPMAN, Calvin CARLY CORDELL, Enid TEEGIN CROSTHWAIT, Stillwater DALACY DOCKREY, Shawnee JIM EDEN, Stillwater VALERI TERRY EVANS, Cashion JOHN GRUNDMANN, Shawnee JAN KUNZE, Oklahoma City RODD MOESEL, Oklahoma City GAYE PFEIFFER, Orlando GWEN SHAW, Edmond DEREK SMITHEE, Edmond LIZ TAYLOR, Chickasha DIXIE THOMAS, Wichita, Kansas SARAH WEEKS, Shawnee EX-OFFICIO DIRECTORS DAMONA DOYE, Stillwater STEVE BECK, Stillwater DOROTHY WILSON, Langston
JERED DAVIDSON President, Oklahoma 4-H Foundation Board of Directors
ADVISORY DIRECTORS MADISON STEPHENS, Weatherford DEE ALLEN, McAlester TORI BOOKER, Headrick KIMBRELEY DAVIS, Walters MILFORD H. JENKINS, Executive Director
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FEATURE STORIES
CATALYST FOR CHANGE She may be only 12 years old, but this Kay County 4-H’er is making a big difference in her community Story by Trisha Gedon
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ay County 4-H member Hannah Cross has developed a plan for her town, which combines her belief in physical fitness with her love of the historic downtown area of Newkirk. Cross collaborated with both the City of Newkirk and the Tobacco Settlement Endowment Trust Healthy Living Program of Kay County to start implementing her plan, which includes a fitness path, story walk and a bike share program. Through the partnership, a bike path and the designated safe route to school path were incorporated and the plan became known as the Newkirk Pathway Project. She initially developed her plan a couple of years ago and took it to city officials. The City of Newkirk, with the help of Cross and Jenny Creech, TSET Healthy Living Program coordinator,
Hannah Cross and members of the Newkirk Go-Getters 4-H Club assist in painting sharrows on the roads. Photo courtesy of Kelle Cross.
secured a $553,000 grant from the Oklahoma Department of Transportation that will pay for replacing the worn and broken sidewalks that comprise the various paths and bring everything up to code for the Americans with Disabilities Act. She also is working to find more funding sources to complete the rest of the plan. “When I moved here three years ago, my family lived a block away from Main Street,” Cross said. “I really liked all the old buildings, but I noticed there weren’t a lot of people out walking and enjoying Main Street. I thought that was really sad, so I tried to come up with a way that would help people enjoy the history of our town and promote fitness and healthy living.” The fitness path will consist of different exercise equipment along the path where people can do squat dips, pushups, ride an elliptical and more. Cross said she had seen a similar path in another town in which all of the exercise equipment was in one place. With her plan, the equipment is dispersed along the path, which she hopes will encourage people to walk the whole path. Cross is particularly excited about the bike share program. Spoke’n Things, a bike shop in Arkansas City, Kansas, generously donated three bicycles for the program, all of which are painted bright, whimsical colors. “For the bike share program, you just go to the library and check one out, just like you would a book,” she said. “Then you just ride the bike along the path and when you’re done, you check it back in.” On the story walk, children can stroll along the path to various stations where pages from a book will be posted. The first story that will be available is Head to Toe. Cross said the story will be changed out two times a year. “This will be a lot of fun for parents and children to do together,” she said. “Not only is it good exercise, but it also can help encourage young kids to read.” Jane Thomas, Newkirk city manager, said when Cross came to her office to share the initial idea of the Pathway Project, she
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I’m glad I have support from 4-H because it teaches a lot of leadership and public speaking skills. I’ve learned if you’re involved in 4-H, you can do anything. HANNAH CROSS
loved the project from the start and was excited to help Cross “I loved Hannah’s idea for the fitness path from the first moment achieve her dream. Jane told me about it,” Creech said. “Her idea aligned with the “We just clicked with our ideas,” Thomas said. “Her vision is TSET Healthy Living Program goal of increasing opportunities well above her age and she sees the whole picture. She wants for physical activities. A project like this is setting an example of to help everyone, not just kids. This project is great for everyone active living for small communities.” from ages 8 to 80, and it’s wonderful for locals and visitors alike. Theresa Horinek has been Cross’ 4-H leader for three years This is a wonderful opportunity to showcase all of the rich history and got to know her through the robotics club. in our community.” “Hannah has really grown into a leader over the last three Cross also took her plan to Karen Dye, retired director of years,” Horinek said. “Our 4-H club is involved in community Newkirk Main Street program, service and Hannah has really to get more ideas for possible gotten our club involved in this funding sources to complete the project. She is a role model.” Fitness Path. In 2019, Cross was honored “Hannah came into my office as the recipient of the inaugural with a set of plans, a vision and Catalyst for Change Award for goals,” Dye said. “Downtown her ambitious plan. This award, Newkirk is on the National Historic developed by Payne County Registry, and this plan will help 4-H alumna Audrey Ochsner, is make our community better. If our designed to recognize 4-H’ers youth don’t step up like she is who are making a difference. doing, small communities will die. Ochsner, who served as a State Karen Dye, Retired Director, Hannah is finding a way to make 4-H Ambassador, said the Catalyst our town better and this project for Change Award meets the goal Newkirk Main Street Program will be an important part of our of the State 4-H Ambassador community for years to come.” team to tell the 4-H story. One aspect of this project Cross likes is the fact her 4-H club, “4-H enables youth of all ages to bring about change in their the Newkirk Go-Getters, are behind her efforts, too. Several club community using their passions,” Ochsner said. “We wanted to members gathered recently to help paint sharrows along the create this award tell the stories of 4-H youth across the state bike path. These are markings on the road that help motorists who are truly making an impact. The State 4-H Ambassadors are recognize they are sharing the roadway with bicyclists. The proud of Hannah and her accomplishments, and we are excited to stencils used by the club members to paint the sharrows on the recognize her in this new way.” road were provided by the TSET Healthy Living Program of Kay Cross received a $500 award for winning the Catalyst for County, and the City of Newkirk provided the paint. Change award. Half of the award she can keep for herself and the Creech first learned about Cross’ idea when she met with other $250 will go toward a project of her choice. The award is Thomas about the funding opportunity from ODOT. sponsored by former 4-H’er Josh Grundmann.
“Hannah is finding a way to make our town better and this project will be an important part of our community for years to come.”
4-H alumna Audrey Ochsner (left), created the Catalyst for Change Award to recognize 4-H members like Hannah Cross (right) who are making a difference.
Oklahoma Governor Kevin Stitt poses for a photo with 4-H members.
4-H DAY AT THE CAPITOL Story by Trisha Gedon
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-H is well known for providing hands-on learning experiences for its members. In April 2019, a group of 4-H’ers spent the day at the Oklahoma Capitol Building learning how the state’s government works and spending time with legislators to share the impact of 4-H. Oklahoma 4-H was represented by 128 club members from 49 counties in the 22nd Annual 4-H Day at the Capitol, where the youth got to see first-hand what they have learned in their government classes in school. Cathleen Taylor, state 4-H leadership and civic engagement specialist, said not only is this a learning opportunity for the club members, it also gives state leaders a chance to learn first-hand more about 4-H and Oklahoma State University Extension. “Some of our governmental officials weren’t in 4-H when they were younger, so this is a great opportunity for our state leaders to hear first-hand about the positive impact 4-H has on Oklahoma’s youth,” Taylor said. Gov. Kevin Stitt was glad to have the group at the Capitol. “4-H is a great organization and it’s fantastic for them to visit and learn how laws are made,” Stitt said. “These are our future leaders — I want them to dream big and I want to inspire them.” Former 4-H’er, Rep. John Pfeiffer, Deputy Floor Leader, said he learned so much as a club member. “It’s amazing the life skills you learn in 4-H,” Pfeiffer said. “4-H is a unifying organization and you’ll continue to run into your fellow club members throughout your life.” While at the Capitol, the group visited the House and Senate Galleries where a proclamation was read declaring April 17, 2019, as 4-H Day at the Capitol. In addition, Trent Gibbs, Stephens
County 4-H’er, and J’Kai Johnson of Langston 4-H, spoke on the House and Senate Floors. To help legislators gain a better understanding of what 4-H’ers are doing across the state, the club members enjoyed lunch with their respective senators and representatives. Rep. Trish Ranson, Payne County, said she learned a lot from talking to club members from her district during lunch. “Sarah Walker, the student I spoke with, has grown up in the program and has benefited greatly from it,” Ranson said. “I’m a firm believer in a student program that engages kids and gets them plugged into activities that will grow their citizenship for the greater good of the community.” Austin Rankin, Woods County 4-H’er, said 4-H Day at the Capitol is an opportunity to educate state leaders on the impact 4-H has on communities across the state. “My favorite part of the day is seeing our representative and senators at work,” Rankin said. “This day is so important to 4-H because it helps ensure ongoing support for 4-H, and also helps in educating our senators and legislators what Oklahoma 4-H is doing for our communities, our state, our country and our world.” Secretary of Agriculture Blayne Arthur was present to close out the day with the youth. “This is such a great opportunity for our youth to let our senators and representatives know what is going on in 4-H around the state,” Arthur said. “Having that one-on-one dialogue with the 4-H’ers from their particular county or district is important. They learn a lot about what our 4-H’ers are doing and it’s an opportunity to highlight the caliber of the 4-H members we have in the program.”
NATIONAL 4-H HALL OF FAME INDUCTEE
Charles Cox
Honoring his many years of service, leadership and dedication to the 4-H organization, Charles Cox was inducted to the National 4-H Hall of Fame Story by Trisha Gedon
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hen he joined his first 4-H club in fourth grade, Charles Cox had no idea the impact it would have on his life and his choice of career. And what a long and storied career he has had – a career spanning 34 years. His involvement in Oklahoma State University Extension started with his first animal exhibit as a 4-H’er – a trio of rabbits that promptly ate their championship ribbon off their cage. Fast forward to Oct. 2019, Cox was inducted into the prestigious National 4-H Hall of Fame. This honor is presented yearly to recognize the lifelong achievements, leadership and contributions to 4-H at the local, state, national and international levels. Cox joins 15 other Class of 2019 Laureates who received this award at the National 4-H Conference Center in Chevy Chase, Maryland. After completing his bachelor’s degree at Oklahoma State University, and later his master’s and doctorate degrees, Cox began his Extension career in 1979 as an agriculture and 4-H agent in Woods County. He later moved to Logan County and became the county Extension director. “Even though I’d been in 4-H for nine years in my youth, I discovered in those first few years of my professional career there was a lot about 4-H I didn’t know,” Cox said. “I always tried to make sure all of my educators, volunteers and members knew of every opportunity available to them and I did this throughout my whole career. Seeing others achieve through 4-H was the highlight of my 34-year career.” Following his stint in various county positions, Cox moved to the State 4-H Office in 1988 as the curriculum specialist and assumed the responsibility for the production of both 4-H and Ag in the Classroom curricula. Later, in 1998, he took on the role of state 4-H program leader, where he was a leader and inspiration for 4-H members across the state. In 2007, he added the responsibilities of assistant director for Extension to his position and concurrently served as interim head for OSU’s Department of Agriculture Education, Communications and Leadership from 2008-2010. He helped establish the Cloverbud program in Oklahoma and was instrumental in developing the Extension Internship Program that has provided dozens of college students the opportunity to spend a summer with Extension. His leaderships skills also have been evident in the collaborative efforts with Langston University and several of Oklahoma’s Native Nations. Through his leadership, Cox developed innovative programs for underserved audiences, and as a result, more than $2.6 million was raised for programs including office of Juvenile Justice and Delinquency Prevention Tribal Mentoring; Children, Youth and Families at Risk; National 4-H Council Healthy Living and Health Rocks; State Department of Education Learn and Service
Programs and multiple Ag in the Classroom programs. He also served as adviser for Collegiate 4-H. Following his retirement in 2013, he co-chaired the OSU Extension Centennial Celebration. Through activities such as a time capsule, centennial train and a quilt project, Oklahoma was recognized as having the best Extension Centennial Celebration in the nation. “Through my 4-H career I discovered I love working with people, helping them solve problems, seeing them succeed, and most of all, watching them become contributing members of society,” he said. “One of my greatest satisfactions has come in seeing my 4-H alumni lead in their families, communities and careers. The 4-H program continues to be one of the best resources in building citizenship, leadership and life skills.” Cox, and his wife, Natalie, have three grown daughters who are products of the Oklahoma 4-H organization. Although he is retired from 4-H, he keeps himself involved by helping his grandchildren with their 4-H projects and being a loyal supporter of the Oklahoma 4-H Foundation. Throughout his extensive 4-H career, Cox witnessed the continued growth of the Foundation, and has championed the Foundation’s mission through generous donations. Looking ahead, Cox said he will continue supporting the Foundation and its efforts to provide enhanced opportunities for 4-H members. “It is wonderful to see how the Foundation has been able to provide funding to support programs at the county and state levels,” he said. “From small grants to enhance county programs to larger levels of support for program development, the Foundation has become a true partner in delivering 4-H to Oklahoma youth.”
Charles Cox joins other Oklahomans previously inducted into the esteemed National 4-H Hall of Fame: MARY SUE SANDERS, 2002 PETE WILLIAMS, 2003 ERNEST HOLLOWAY, 2004 RAY PARKER, 2006 IRA HOLLAR, 2008 BARBARA HATFIELD, 2009 JOE HUGHES, 2009 WALLACE SMITH, 2010 B.A. PRATT, 2011 JIM RUTLEDGE, 2012 MERL MILLER, 2013 PAT McNALLY, 2014
Bringing Story by Trisha Gedon
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Alivia Loney (left) and Peyton Wilson of the Custer County 4-H Performing Arts Club. 4 | 2019 OKLAHOMA 4-H ANNUAL REPORT
group of Custer County 4-H’ers took a step back in time to help some out-of-staters learn about the Oklahoma Land Run of 1889. In November 2018, members of the Custer County 4-H Performing Arts Club, along with some of the Custer County 4-H Horse Club, dressed in period costumes and led visitors on a walking tour at the Oklahoma Land Run Monument at Bricktown in Oklahoma City while presenting information about the state’s beginning and the individuals involved in this historic event. The group was invited by the Oklahoma Department of Agriculture, Food and Forestry to be part of the OKC Western Heritage Bus Tour for individuals in Oklahoma City for the American Quarter Horse Association World Championship Show. Madison Stephens, a member of the Performing Arts Club, said the information the group presented at Bricktown was based upon a play she wrote for the club. “I learned so much about the Oklahoma Land Run while doing research for the play,” Stephens said. “We talk about this part of history in school, but not as in-depth as my research. We added a few characters for this presentation so we could involve more kids and they’ve really enjoyed it.” Samantha Rother, 11, reprised her role of Lou, who was known as the town gossip, for the historical tour. Aside from being fun, it also has been a learning experience, she said. “I’m excited to learn about history because it’s my favorite class in school,” Rother said. “I love being on stage and performing.” Fifteen-year-old Karson Frans also reprised his role from the land run play as he talked to the visitors about what it was like to ride a horse in the land run. He also did a roping demonstration at the end of the presentation. “This is a lot of fun and helps me build skills like leadership and public speaking,” Frans said. At the end of the presentation and tour of the Oklahoma Land Run Monument, the visitors were treated to homemade biscuits, along with butter they churned themselves. Jordan Nel, 4-H educator in Custer County, said she is very proud of her club members. “Madison got the call about this wonderful, educational opportunity and got everyone organized,” Nel said. “She basically told me what I needed to do and when to be there. This is exactly what 4-H does for its members. It teaches them responsibility, leadership and accountability, and that’s what happened to make this event come together.” The presentation was such a hit, ODAFF staff invited Stephens and the 4-H’ers again in June 2019 to put on another living history tour for attendees of the Midwestern Association of State
History to Life Departments of Agriculture Annual Meeting. Stephens said she took this new opportunity to expand the performance to include even more historical information and roles for 4-H members. “I researched more historical figures who were in the land run or helped make it happen,” she said. “From there, I created more monologues with historical events and facts and incorporated people from across the state in 4-H to be a part of it.” Performances like the Land Run reenactment serve as invaluable skill-building experiences for the members involved. “They learn to memorize, use inflection and be expressive,” Stephens said. “The performers also learned to work better as a team because others depend on them to practice and know their lines. They really grow throughout the process.”
“This is exactly what 4-H does for its members. It teaches them responsibility, leadership and accountability, and that’s what happened to make this event come together.” Jordan Nel, Custer County 4-H Educator
Members of the Custer County 4-H Performing Arts Club and the Custer County 4-H Horse Club joined forces to welcome some out-of-state visitors to Oklahoma and help them learn more about Oklahoma’s history.
MS. 4-H: MARJORIE MOESEL An Oklahoma 4-H volunteer continues to make a difference Story by Kristin Young
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any people within the Oklahoma 4-H community know the name Marjorie Moesel, and for good reason. Marjorie has been an Oklahoma 4-H volunteer for 57 years and her storied 4-H career expands well beyond that. Marjorie’s devotion to 4-H began in the 1930s in Canadian County, Oklahoma. The daughter of two club leaders, Marjorie recalls being involved in 4-H before she was old enough to become an official member. “My family was very much a 4-H family,” Marjorie said. With encouragement and support from her parents, Marjorie and her four siblings flourished in the 4-H program. Marjorie focused her 4-H work in projects such as horticulture, dairy, sheep and community service. She also served in various leadership roles, including a term as state 4-H secretary. Marjorie’s 4-H project work resulted in much-deserved recognition. In 1948, she was named a national winner in gardening at National 4-H Congress in Chicago. The following year, she returned to National 4-H Congress and was recognized as a national winner in achievement. A determined 4-H member, Marjorie captured the attention of her 4-H educator, Margaret Edsel Fitch. Fitch was so impressed with the young Marjorie, she recommended her for the Canadian County Woman of the Year Award. Remarkably, Marjorie received the award as a high school student. Inspired by Fitch, Marjorie attended Oklahoma A&M College to pursue a bachelor’s degree in home economics education. In addition to her coursework, she immersed herself in several student organizations such as Collegiate 4-H and the Horticulture Club, where she met her late husband, Richard “Dick” Moesel. After tying the knot and earning their degrees, the Moesels spent some time in Ohio and New Jersey as Dick pursued his master’s and doctoral degrees, respectively. The changes in location did not hinder Marjorie’s desire to work with youth, and she remained a loyal 4-H volunteer in each state she resided.
In 1963, the Moesels planted their roots in Oklahoma City. Marjorie began looking for 4-H opportunities for her four children. 4-H was good to her, she said, and she wanted to make sure her kids reaped the same benefits from 4-H as she did. The Moesels’ oldest son, Rodd Moesel, said his eagerness to join 4-H stemmed from his mother’s stories of her experiences. He said he carried that eagerness throughout his time in 4-H, with his parents supporting him and his siblings every step of the way. “From late nights working on record books to helping prepare speeches and demonstrations, my parents were always supportive not just with us, but also with other kids,” Rodd said. When her children closed the chapters of their own 4-H careers, Marjorie’s work with Oklahoma 4-H members was just beginning. For the next five decades, she continued volunteering in Oklahoma County, leading multiple clubs, recruiting members and solidifying support for 4-H. LaDonna Hines, Oklahoma County Extension director, said she considers Marjorie a blessing to 4-H. “She portrays the qualities we want all of our youth to inspire to be like,” Hines said. “The community would not be the same without her love of assisting kids.” Hines said the combination of Marjorie’s 4-H experiences as a member, parent and club leader equips her with the expertise to relate to youth and teach them effectively. Currently, Marjorie leads the Memorial Wonders 4-H Club in Oklahoma City. Her club members are involved in numerous aspects of 4-H including horticulture, food science, dress revue and civic engagement – just to name a few. “I truly believe in a well-rounded 4-H member,” Marjorie said. “I think it is great to learn about so many things outside of your specific interest.” Promoting an environment of inclusion, encouragement and kindness among her club, Marjorie is motivated to ensure each 4-H member reaches their fullest potential. To her 4-H members,
this unwavering support makes all the difference in preparing them for successful futures. “Marjorie makes us the best we can be by encouraging us to participate in project areas no matter what our talents are or knowledge on the subject,” said Kaylee Doughty, member of the Memorial Wonders 4-H Club. “She gives us a chance to get out of our shells and learn life skills for the future.” Steve Beck, Oklahoma 4-H program leader, said dedicated volunteers are the foundation of the 4-H program. “Volunteers allow the 4-H program to be broad in its scope, reaching youth who might otherwise be overlooked,” Beck said. “They bring their talents and interests to the program, helping young people discover new projects that spark their interests and shape their dreams.” Beck said Marjorie embodies all of the characteristics that volunteers should possess to enhance the 4-H program. “The first concept of 4-H youth development is belonging,” Beck said. “Volunteers like Mrs. Moesel bring this concept to life through caring and making sure each 4-H member feels included and special.” A pillar in the 4-H community, Marjorie has been praised time and time again for her constant dedication to work with youth. Many individuals of all ages look up to Marjorie and the example she has set for 4-H volunteers across the nation. Adding to her long and impressive list of accolades, Marjorie was honored as the 2011 National 4-H Outstanding Lifetime Volunteer, the most prestigious award given to a 4-H volunteer. In today’s society, a positive adult influence in a young person’s life can be invaluable. Marjorie said all volunteers can play a role in molding a 4-H member into a confident, driven and compassionate young adult.
“Kids really do need an adult to show interest in them and encourage them,” she said. “If a child is encouraged by an adult, whether it be for one year or 10 years, it really impacts their life.” Marjorie’s efforts to improve the lives of youth are not limited to 4-H programming. She is a mentor for Whiz Kids Oklahoma, a program that helps youth build self-confidence and reading skills. Additionally, Marjorie is the scholarship chairman for the Oklahoma Horticultural Society and engages with youth through church and other organizational activities. No matter the avenue, Marjorie said positively impacting young people is one of the greatest joys of her life. “It’s fun to watch them all grow, change and see that they can do things they did not think they would ever be able to accomplish,” she said. Eva Juliuson, Marjorie’s daughter, said the difference her mother has made in the lives of youth is immeasurable. “It boggles my mind how many young people my mom has impacted, especially though 4-H,” Juliuson said. “The people she’s influenced have gone on to impact others. There is no way to count the impact she’s had.” Although she is nearing 90 years old, Marjorie’s commitment to positive youth development is stronger than ever. Her years of experience as a 4-H volunteer has taught her the importance of leading by example, ensuring the future is in good hands. “If you work with young people, some of yourself will carry on through them,” Marjorie said. One thing is certain, Marjorie’s legacy will continue to inspire the 4-H community for years to come.
“The first concept of 4-H youth development is belonging. Volunteers like Mrs. Moesel bring this concept to life through caring and making sure each 4-H member feels included and special.” Steve Beck, Oklahoma 4-H Program Leader
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A Lifelong Investment THE KIEFERS
A passion ignited in one man more than 30 years ago has led to an entire family’s continuous devotion to Oklahoma 4-H Story by Lyndsey Harvey
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rom friends and finances to family and faith, one man’s devotion to 4-H has lead to a lifelong career and a continuous investment in the lives of countless Oklahomans. Jerry Kiefer has served the Oklahoma 4-H Foundation for the past 20 years. Now active as treasurer, Jerry has acted in numerous positions during his time with the Foundation, including president. A previous 4-H’er himself, this long-standing devotion to the Oklahoma 4-H program began long before his time with the Foundation. “My involvement in 4-H began when I was very young,” Jerry said. “My mom was a volunteer, and my older brother had been in 4-H for eight years before I started officially as a member in fourth grade.” In the beginning of Jerry’s 4-H career, a few of his many project areas included leadership, citizenship, beef, public speaking and achievement. Despite a passion for all of his project areas, Jerry’s favorite was achievement, he added. Jerry was the State and National 4-H Achievement Project winner, and was a recipient of one of the Presidential Tray awards. “Being able to travel to National Congress in Chicago and win the Presidential Tray was definitely one of my greatest highlights in 4-H,” Jerry said. Jerry’s time in 4-H did not end after high school. His
involvement continued through his time at Oklahoma State University and working summers at the National 4-H Council in Washington, D.C., he added. “I bled green,” Jerry said. “I was involved at the highest county, district, state and national levels that a 4-H member could be a part of.” It was during Jerry’s time at OSU when he met his future wife, Julie. Julie was not involved in 4-H during her youth, however, she encourages Jerry’s love for the organization, as do their sons, Jared and Jay. “I have always supported Jerry’s involvement with the Oklahoma 4-H Foundation,” Julie said, “because 4-H has always been a big part of his life.” As a result of Jerry’s passion for the Oklahoma 4-H program, the Kiefers decided to donate their monetary resources in hopes to positively impact Oklahoma youth. “I was blessed to receive scholarships when I was in 4-H and I wanted to be able to give back to current 4-H’ers who are excelling in their project areas,” Jerry said. The Kiefers created an endowment for the Oklahoma 4-H Leadership Scholarship, and look forward to continuing their support in the future. “It has been an honor for us to be able to help so many 4-H’ers through the years with scholarships,” Jerry said. “It is exciting to see their outstanding leadership in the 4-H program.”
In addition to their active support of Oklahoma 4-H, Jerry and Julie Kiefer also live quite an active lifestyle. They enjoy volunteering their time at church, spending time with their family and traveling. Photo courtesy of the Kiefers.
“4-H creates positive change in the lives of so many youth.” Jerry Kiefer, Treasurer of the Oklahoma 4-H Foundation Board of Directors Jerry and Julie’s commitment to bettering Oklahoma 4-H is admirable, said Milford H. Jenkins, executive director for the Oklahoma 4-H Foundation. “Being a donor, it’s dedication, it’s commitment, it’s passion, it’s loyalty and it’s giving back in your time and talents,” Jenkins said. “Jerry and Julie have given back through their treasure in a significant way.” Jerry is quite familiar with monetary donations and best management practices for finances, Jenkins said. This familiarity comes from a career in the wealth management and insurance industry, Jerry said. Jerry is the founder and owner of Cornerstone Planning Group in Edmond, Oklahoma. The skills he learned during his time in 4-H helped to prepare him for his career, he added. “Because of 4-H, this farm kid had the confidence to move to the city after college and start a career in the wealth management industry,” Jerry said. “The skills I learned in 4-H have carried me for 27 years in the industry that I love.” During his time on the Foundation board, Jerry said he has
developed high hopes for the Oklahoma 4-H program. “We have incredible board members and a terrific staff willing to sacrifice their time and resources to make sure we continue our progress,” Jerry said. “I think we have an opportunity to take a really big step as a Foundation to make an even bigger difference in the future of the program, and my hope is that I can be a small part of that next step.” In the years to come, Jerry said he hopes to assist the Foundation by helping push the organization to new heights. “4-H creates positive changes in the lives of so many youth,” Jerry said. “That is why I have such big aspirations to help the Foundation move to the next level, so that lives continue to be changed, just like mine was.”
ENHANCEMENT GRANTS VOLUNTEERS The Oklahoma 4-H organization relies on enthusiastic and prepared volunteers, and it is vital for them to receive training and support to implement high quality programs for 4-H members. Many premiere volunteer development opportunities can come at a high price. Jessica Nickels, Garfield County 4-H educator, took advantage of enhancement grant opportunities through the Oklahoma 4-H Foundation to send one of her volunteers to the largest 4-H volunteer conference in the country. Nickels and Earla Haggard, 4-H volunteer, attended the 4-H Volunteer Conference of Southern States to participate in educational workshops for enhanced club programming. Conference workshops focused on introducing new activities into 4-H club work, including STEM, food science and leadership. “Learning new ideas for workshops, building club membership and retaining volunteers was very helpful,” Nickels said. Nickels and Haggard both agreed a highlight of the conference was networking with volunteers from other states. These new connections has created a support system lasting well beyond the end of the conference. “Attending this conference made me realize how diversified 4-H is and the volunteers who make this great program even better,” Haggard said. “Visiting with volunteers from other areas of the country and hearing the things they are focused on to improve the lives of youth was a valuable experience for me.”
Jessica Nickels (left) and Earla Haggard were two of the Oklahoma 4-H representatives at the conference. Photo courtesy of Jessica Nickels.
DOG AGILITY Dog agility is a favorite activity for many members of the Ottawa County 4-H Dog Club. For 15 years, 4-H members and their furry friends have enjoyed practicing techniques and learning how to conquer different agility course equipment. In 2005, the club received an enhancement grant to purchase the initial agility equipment the club still uses today. In need of some TLC, the club’s equipment was brought back to life thanks to a 2019 grant from the Oklahoma 4-H Foundation. Kathy Enyart, Ottawa County 4-H educator, said funds were used to repair and add a fresh coat of paint to existing equipment, and the 4-H members played an active role in making the necessary updates. Additionally, Enyart said the club used the grant to purchase supplies to build a new agility obstacle — a sway bridge. “This new equipment requires some advanced training for both the 4-H member and the dog to learn,” she said. “The 4-H members were so excited to get to try it out and learn how to properly train their dogs to use it.” The 4-H members have benefited from the updated equipment as they prepared for the dog show during the 2019 Ottawa County Fair. The 4-H members met weekly for three months to practice running the agility course, commands and showmanship. Enyart said not only has the improved agility course helped the club members learn new skills, but it also has piqued the interest of other 4-H members to get involved in the dog project. “This funding allowed us to make our equipment safe and more appealing to use,” she said. “We were able to gain new 4-H members to the project area.”
Juliana Pal, Ottawa County 4-H member, runs the agility course with her dog. Photo courtesy of Kathy Enyart.
GARDENING PROJECT Pottawatomie County Extension educators Katie Miller and Carla Smith used an Oklahoma 4-H Foundation enhancement grant to plant the seeds for a new gardening project for 4-H’ers. In the project, 4-H members were tasked to plant and maintain their own vegetable garden at home. Before they began, the participants were informed of guidelines to successfully complete the project. Grant funds were used to supply participants with plants, seeds and notebooks, and to cover the cost of soil testing at Oklahoma State University’s soil testing lab. Through their participation, many members became familiar with various aspects of gardening, including planting techniques, pest control and visual appeal of the gardens. The educators provided guidance each step of the way, making regular visits to the 4-H members’ gardens to evaluate progress, answer questions and provide recommendations. In addition to the 4-H members’ responsibility to maintain their gardens, they were tasked with recording their experiences in the provided notebooks. “Along with recording their manual labor in the garden, members also recorded their progress, successes and failures through journal entries and photos,” Miller said. At the conclusion of the project, the gardens were evaluated by local Master Gardener volunteers. The top-ranking participants were awarded prizes and each 4-H member was recognized for their hard work and perseverance during the Pottawatomie County 4-H Achievement Banquet. Miller said this project gave members a chance to explore a new area of 4-H programming as well as gain experiences to share with others through public speaking and fair exhibits.
Gardening project participant Francis Fugikawa (right) shows off his produce. Photo courtesy of Katie Miller.
BAKING CHALLENGE Teamwork, organization, communication and a dash of creativity are the key ingredients in the Pontotoc County 4-H How Sweet It Is baking workshop. With assistance from an enhancement grant, Pontotoc County 4-H educator Becky Walker said she hosted the one-day workshop in summer 2019 to teach youth the basics of baking and emphasize the fun and creativity baking can offer. Funds were used to purchase all ingredients and supplies for the workshop. The 22 participants began the day by learning proper measuring techniques, how to read recipes and the variety of ingredients they were to use in their baking. The 4-H members were grouped into teams before heading into the kitchen. Each team prepared one of four recipes — chocolate chip cookie bars, salted caramel cupcakes, lemon bars and shortbread cookies. From start to finish, the youth were fully engaged in the made-from-scratch baking process, Walker said. “While recipes were baking or while waiting for the next step, members learned about different types of icing and decorating techniques,” Walker said. Putting their new knowledge into action, each 4-H member had a chance to decorate two cupcakes, learning what makes an attractive product to gift to someone or sell at a bake sale. With the enticing aroma of freshly baked goods in the air, many of the participants were eager to take home their treats and share them with their families. “The items we purchased with the enhancement grant will be used for years to come,” Walker said. “It’s an investment in life skills and program support.”
A team of Pontotoc County 4-H members begin preparing their dessert. Photo courtesy of Becky Walker.
OKLAHOMA 4-H HALL OF FAME
Madison Stephens
As a young girl, Madison Stephens said she couldn’t wait until she was old enough to join the Custer County 4-H Horse Club. As she learned more about the Oklahoma 4-H organization, her love for 4-H quickly grew beyond the horse project. Passionate for performing arts, Stephens founded the Custer County 4-H Performing Arts Club. Through the club, she hosts tea parties for small children featuring Performing Arts Club members dressed as princesses. She has raised more than $4,000 for the Oklahoma Children’s Hospital Foundation through her Princess Parties, and has hosted tea parties at the Oklahoma Children’s Hospital and the Ronald McDonald House. Additionally, Stephens combined her interest in Oklahoma’s history with her performing arts project. After applying for multiple grants and researching and writing a play about the Oklahoma Land Run, Stephens recruited members of her county’s 4-H Horse Club and Performing Arts Club to teach Oklahoma history to more than 600 students through a play, Land Run reenactments and hands-on workshops. “4-H has taught me that if I put my head, heart, hands and health together, there’s no telling how far I can go,” Stephens said. “4-H has taken me to unexpected places and given me experiences that no other youth organization could do.” Stephens truly represents what it means to be a well-rounded 4-H member, and her accomplishments in 4-H are one of a kind.
Serena Woodard
Pittsburg County 4-H member Serena Woodard’s early 4-H career was centered around her love for dancing. She gave presentations and talks about dance. When she was in sixth grade, Serena and her sister began teaching Woodard’s Workshops. At the time, the workshops were mostly craft-based. About a year after her first Woodard’s Workshop, she came home and told her mother she wanted a goat. With this new-found love of agriculture, she decided to switch things up and focus more on agriculture in Woodard’s Workshops. Since the switch, she has reached nearly 40,000 students through her workshops. In 2018, Woodard was named the Agriculture Pillar Winner of the 4-H Youth in Action Awards. She served a term as a national spokesperson for 4-H agriculture programming. Her expertise was shared throughout countless speaking appearances, including Bayer’s Farm Progress Show, 4-H Agri-Science Summit and 4-H Ideas Forum. Her passion for 4-H was also shared in Teen Vogue Magazine, and she was a key player in National 4-H Council’s marketing efforts. Adding to her impressive list of leadership experiences, Woodard served as Pittsburg County 4-H president, a State 4-H Ambassador and a Southeast District representative for the State 4-H Leadership Council. Woodard is the essence of a passionate and dedicated leader in Oklahoma 4-H.
OUTSTANDING ALUMNI & PARTNERS
Milford H. Jenkins, Oklahoma 4-H Foundation executive director (left), and Terry Stowers, former president of the Oklahoma 4-H Foundation Board of Directors (right), present Senator Ron Justice with the 2019 Outstanding Partner in 4-H Award.
OUTSTANDING PARTNER: As part of its mission, the Oklahoma 4-H Foundation provides financial support to 4-H members in the form of travel scholarships. These scholarships give members opportunities to attend national 4-H trips to places such as Denver, Atlanta and Washington D.C. Adding to the list of travel opportunities sponsored by the 4-H Foundation, board members Terry Stowers and Rodd Moesel had an idea for a once-in-a-lifetime experience for 4-H’ers. “The Foundation has always supported youth who attend Citizenship Washington Focus, but we also wanted to find a way to include 4-H members in the Presidential Inauguration experience,” Moesel said. The duo met to discuss possible partners for this new scholarship opportunity. Moesel said they wanted to partner with an individual who has been involved heavily in both public policy and the 4-H organization, and Sen. Ron Justice was the first person who came to their minds. Sen. Justice is no stranger to 4-H and Oklahoma State University Extension. He spent 33 years working closely with 4-H
Senator Ron Justice
youth as an Extension educator before beginning a career as a state senator. During his time in the state senate, he learned the value of sparking political interest in young adults. “We thought it would be a great opportunity to honor Sen. Justice by creating a scholarship in his name,” Stowers said. Appropriately, the Ron Justice Presidential Inauguration Scholarship was created, and selected 4-H’ers will benefit from the scholarship for the 2021 Presidential Inauguration trip. “It’s important to get youth involved in the political process,” Sen. Justice said. “I hope to inspire them to be contributing members of their communities and experience all Washington D.C. has to offer.” For Blayne Arthur, Oklahoma Secretary of Agriculture, Sen. Justice’s unwavering support comes as no surprise, she said. “From being an Extension educator to his time in the legislature, you always see Sen. Justice as a champion for the Oklahoma 4-H program and the Oklahoma 4-H Foundation,” Arthur said. “Ron Justice has driven a lot of support for both Extension and the work of the 4-H Foundation.”
“Ron Justice has driven a lot of support for both OSU Extension and the work of the 4-H Foundation.” Blayne Arthur, Oklahoma Secretary of Agriculture
OUTSTANDING PARTNER: With generous support from Enel Green Power, a renewable energy corporation, Oklahoma 4-H members are learning about career opportunities in science through the Oklahoma 4-H STEMist program. “Through the STEMist program, college students are hired each summer to travel the state and teach STEM workshops at 4-H camps, cub meetings and other events,” said Jeff Sallee, associate professor and Extension specialist in the State 4-H office. Innovative workshops offered through the STEMist program range from drone technology and wind energy to rocketry and water science. The college students are trained thoroughly to present these workshops in fun, hands-on lessons. Sallee said staff at Enel Green Power expressed interest in the STEMist program and wanted to assist in getting youth excited about career possibilities in STEM. This interest has blossomed into a invaluable partnership with the Oklahoma 4-H Foundation. “We’re in this for our future,” said Trish Williams, Oklahoma field coordinator for Enel Green Power. “We want to get involved as quickly as we can because we need these 4-H members coming up in our industry.” The STEMist program completed its third term in summer 2019. Sallee said the growing success of the program would not be possible without the support of Enel Green Power. “Because of their funding and support, we have been able to reach thousands of youth across the state with STEM programs and teach them STEM skills,” Sallee said.
Enel Green Power
OUTSTANDING 4-H ALUMNA:
Becky Walker
A product of Oklahoma 4-H, Becky Walker has devoted much of her life’s work to the youth development organization, beginning as a young 4-H member in Payne County. Growing up in 4-H, Walker was involved in the sheep and food and nutrition project areas. She said she credits 4-H for instilling within her a drive to “Make the Best Better.” Equipped with skills and knowledge learned in 4-H, Walker completed her bachelor’s and master’s degrees from Oklahoma State University and made the decision to pursue a lifelong career within Oklahoma State University Extension. Walker has served the 4-H program as an Extension educator in Cleveland and Pontotoc counties. For more than 20 years, she has worked closely with youth, parents and volunteers across the state, making a lasting impact on everyone she encounters. Walker knows what it takes to develop successful 4-H’ers due to her previous experiences as a successful 4-H member herself. “She makes our county 4-H program what it is — a place where we all work together to be the best,” said Nelda Burrows, Pontotoc County 4-H volunteer. “Becky is the best of the best when it comes to 4-H.” In addition to her recognition as the Oklahoma 4-H Foundation’s Outstanding 4-H Alumna, Walker also was a recipient of OSU Extension’s Distinguished Educator Award in 2019. “I truly have been a 4-H member for life, and my family members have been lifelong users of OSU Extension,” Walker said. “My goal has always been to ensure all the clientele I serve have the same positive experiences with this organization that I have had.”
MAKING
T
Dreams
he cost of a higher education figures into many college dreams. Madison Deeds, an agricultural education junior at Oklahoma State University, is no exception. Deeds knew she wanted to earn her degree from OSU, but she had concerns about the cost. Scholarships from the Oklahoma 4-H Foundation helped her dream come true. “I always knew I’d go to college, but I really wanted to be able to attend all four years at OSU instead of starting somewhere else and transferring in,” Deeds said. “If it weren’t for the scholarships I received for my work in 4-H, that simply wouldn’t have happened. Without Oklahoma 4-H, I wouldn’t have had the qualifications for the other scholarships.”
COME TRUE
In total, Deeds received close to $12,000 in scholarships, which covered nearly all of her first two years at OSU. Milford H. Jenkins, executive director of the Oklahoma 4-H Foundation, said the foundation provides between $150,000 and $160,000 worth of scholarships each year to club members. “Investing in the lives of 4-H youth through scholarships, education and leadership training and empowering our 4-H youth to achieve their dreams, is an investment in the future leaders of our communities, state and nation,” Jenkins said. “It’s only because of the generous philanthropic support from individuals, foundations and corporations that the foundation is able to make this possible for our 4-H members.”
Madison Deeds was an active 4-H’er in Garfield County and has earned numerous scholarships from the Oklahoma 4-H Foundation.
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“The scholarships I received from the Oklahoma 4-H Foundation are helping to make it possible for me to study at Oklahoma State University. I am very grateful for this support of my education and excited for the amazing opportunities that lie ahead.” TRENT GIBBS STEPHENS COUNTY 4-H
“Oklahoma 4-H Foundation scholarships have allowed me to expand my leadership capacity. I am able to lead effectively by listening, serving others first, and developing grounded principles and values. I am thankful for what the 4-H Foundation has offered me.” TORI BOOKER JACKSON COUNTY 4-H
“I hope all Oklahoma 4-H scholarship donors know just how grateful us winners really are. I love being a part of this great organization that has helped mold generations of my family and gives so much support to young people across the state.” SARAH ARMITAGE LINCOLN COUNTY 4-H
$155,650
INVESTED IN OKLAHOMA 4-H YOUTH
Oklahoma 4-H Foundation Scholarships
In addition to the $94,100 donated in academic scholarships through the Oklahoma 4-H Foundation, the Oklahoma 4-H Pickens Legacy Scholarships housed in the Oklahoma State University Foundation provided $42,500 to Oklahoma 4-H members. Travel awards also were given in the amount of $19,050 to 4-H’ers who attended numerous sponsored trips throughout the year. This amounts to an incredible $155,650 invested in the lives and education of Oklahoma 4-H youth during 2019. 23
SCHOLARSHIP & AWARD WINNERS ACHIEVEMENT
Harold & Edith Shaw Memorial Endowment Cortney Evans
ADVANCED ACHIEVEMENT
Vernon and Ronda McKown Endowment Audrey Ochsner
ADVANCED CITIZENSHIP Mike Synar Memorial Endowment Trent Gibbs
ADVANCED FABRICS & FASHION
Wilma Wendt Pattillo Endowment Karina Feng
ADVANCED FAMILY & CONSUMER SCIENCES
Oklahoma Extension Association of Family and Consumer Sciences & Oklahoma Association of Extension 4-H Agents Sarah Walker
AGRICULTURE
Kunc Family Farms Dannie Regnier-Nelson
ALL OTHER PROJECTS AGRICULTURE & NATURAL RESOURCES Oklahoma Vegetation Management Association & Dr. Gary and Becky Stone Wyatt Hood
ALL OTHER PROJECTS FAMILY & CONSUMER SCIENCES Dr. Lynda Harriman Madison Nickels
ALL OTHER PROJECTS SCIENCE & TECHNOLOGY Charles and Betty Smith Remington Ward
ALL OTHER PROJECTS SMALL ANIMALS Hesser Memorials Kallie Clifton
ALLAN & DORRIS GOODBARY
EDMONSON AMBASSADOR
B.A. PRATT MEMORIAL
ELVIN LINDLEY ADVANCED AGRICULTURE
Goodbary Family Lilah Higgins
B.A. Pratt Memorial Endowment Will Shelby, Karen Weckler, Bryce Wilson
BANCFIRST LEADERSHIP BancFirst Serena Woodard
BARNES FAMILY
Barnes Family Endowment Camden Cope
BEEF
Kunc Family Farms Jared Stone
BRADY BENSON MEMORIAL Benson Family Endowment Audrey Ochsner
BREADS
Shawnee Milling Company Karman Newman
CHILD CARE
Kathy Rutledge Memorial Khloe Haile
CHOCTAW NATION Choctaw Nation Beth Armstrong
CITIZENSHIP
Gene and Judy McKown Endowment Brianna Deeds
CONSERVATION OF NATURAL RESOURCES Oklahoma Vegetation Management Association Zachary Wagner
DANA SMITH MEMORIAL
Mary Sue Sanders Beth Bollinger
DAIRY
Southwest Dairy Museum Timothy Whitehead
Edmonson Ambassador Endowment Hadley Griffith
Oklahoma LP Gas RM&S Commission Sarah Armitage
ENTREPRENEUR
Charles and Betty Smith Allyson Crawford
FABRICS & FASHION
Wilma Wendt Pattillo Endowment Natalie Haggard
FLOYD & VIOLA HARTMAN MEMORIAL John and Julie Schurman Reagan Stephens
FOOD SCIENCE
Edwin and Winona Presley Memorial Endowment Lilyana Sestak
GENERAL OKLAHOMA 4-H Oklahoma 4-H Foundation Karen Weckler
GEOLOGY OERB Blake White
GOAT
Rule of Law Scholarship Fund Chardee Carpenter
GIBSON-OTT MEMORIAL Harold and Jeanne Gibson Memorial Endowment Mattlin Stanek
GRIFFITH FAMILY COMMUNITY SERVICE Griffith Family Hadley Griffith
HALL OF FAME
Farm Credit Associations of Oklahoma Madison Stephens, Serena Woodard
HEALTH & FITNESS
NOBRO FARMS
SAFETY
HORSE
OKLAHOMA 4-H AMBASSADOR ALUMNI
SHAW FAMILY
HORTICULTURE & PLANT SCIENCE
OKLAHOMA FAIRS & FESTIVALS
INDIAN ELECTRIC COOPERATIVE
OKLAHOMA YOUTH EXPO
Oklahoma Association of Electric Cooperatives Emily Ward
Shawnee Milling Company Bailey Hatfield
Oklahoma Horticultural Society Caity Wagner
Indian Electric Cooperative Taelor Brown
IRA HOLLAR ADVANCED LEADERSHIP
Nobro Farms Seth Stone
Oklahoma 4-H Ambassador Alumni Susan Weckler
Oklahoma Fairs and Festivals Association Amy Adams
Oklahoma Youth Expo Brianna Deeds, Rachelle Hatcher
PERFORMING ARTS
Bill Doenges Raphael Wall
Edwin and Winona Presley Memorial Endowment Elizabeth Chambers
JAKIE JONES
PHOTOGRAPHY
Jakie Jones Endowment Remington Ward
Tracy Family Endowment Will Martin
Oklahoma Farm Bureau Hunter Kelsey
Shaw Family Endowment Rio Bonham, Trent Gibbs, Natalie Haggard, Mary Lee Hainzinger, Audrey Ochsner, Lillie Snider
SHEEP
Melinda Boatwright Hayden Harper
SHOOTING SPORTS Oklahoma City Gun Club Colby Erickson
SOIL HEALTH
Soil Carbon Coalition Wyatt Hood
SOUTHEAST DISTRICT 4-H Friends of Southeast District 4-H Hali Bailey
STOWERS FAMILY LEADERS OF TOMORROW
KEY CLUB
PUBLIC SPEAKING
LARRY D. ANDERSON MEMORIAL
R.D. FARMER
STOWERS NATURAL RESOURCES
RECREATION & LEISURE ARTS
SWINE
RETTA MILLER
TRACEY COX MEMORIAL
RULE OF LAW 4-H ALUMNI
VETERINARY SCIENCE
Oklahoma 4-H Key Club Ethan Lindsey
Larry D. Anderson Memorial Endowment Jaden Allen
LEADERSHIP
Jerry and Julie Kiefer Endowment Ethan Lindsey
Fred Stanley Madison Postier
R.D. Farmer Endowment Mattlin Stanek
Ray Parker Memorial Endowment Zoe Boatright
LINDSAY AND LINDSEY SHERRER
Retta Miller Endowment Blake White
MARJORIE MOESEL
Rule of Law Scholarship Fund Emily Lane, Lexie Lerblance, Brandi Moore, Nathan Ratcliff, Emily Taylor
Lindsay and Lindsey Sherrer Nathan Ratcliff
Marjorie Moesel Endowment Amanda Peterson
MODELLE PATTILLO & HUGO GRAUMANN Pattillo/Graumann Memorial Endowments Keely Ratcliff, Susan Weckler
NEWS & EAGLE
Enid Publishing Company Bailey Hoeltzel, Morgan Meyer
RULE OF LAW GRADUATING SENIOR
Rule of Law Scholarship Fund Sarah Armitage, Doree Brashier, Taelor Brown, Adeline Daniel, Karina Feng, Natalie Haggard, Kale Kennedy, Logan Stephens, Seth Stone, Blake White
Stowers Family Endowment Montell Meyer
Stowers Family Endowment David Wall
Oklahoma Pork Council Emma Taylor
Tracey Cox Memorial Endowment Jacob Sestak
Chapman Farms Maysen Garrett
WILDLIFE AND FISHERIES Rule of Law Scholarship Fund Sage Payne
ORDER OF THE CLOVER EMERALD CLOVER ($20,000+)
Charles and Betty Smith Stephens Foundation
RUBY CLOVER ($10,000+)
Farm Credit Associations of Oklahoma National Agriculture in the Classroom Organization Oklahoma Farm Bureau Oklahoma Farming and Ranching Foundation Walmart Foundation
DIAMOND CLOVER ($5,000+)
American Farmers & Ranchers CoBank Enel Green Power NA, Inc. Flint Lodge No. 11 AF and AM HoganTaylor LLP Ronald and Darlene Justice Lake Region Electric Cooperative Vernon and Ronda McKown Noble Research Institute Oklahoma Beef Council Oklahoma LP Gas RM&S Commission Oklahoma Pork Council Oklahoma Wheat Research Foundation Terry and Annette Stowers
PLATINUM CLOVER ($2,500+)
BancFirst Emmett and Linda Carter Jack and Beverly Chapman Jered and Lindsey Davidson Department of Tourism and Recreation Devon Energy Virginia Hellwege Oklahoma Assoc. of Electric Coops Shawnee Milling Co. The Sidwell Family Southwest Dairy Museum, Inc. The Lyon Foundation
GOLD CLOVER ($1,000+)
Leeland and Diana Alexander AXA Foundation Marla and Joe Barnes Dan Bomhoff
Burns & Stowers PC Robert and Karen Chappell Citizen Potawatomi Nation Clifford L. Knight Foundation College of Human Sciences - OSU ConocoPhillips Company Thomas and Rhonda Coon John Cothren Charles and Natalie Cox Damona Doye Robert J. Herman Orthodontics Angela and Jim Eden, Jr. Sheila and Dan Forbes Otis Gore John and Janice Grundmann SuzAnn Hertzler and Nate Luman Kent and Barbara Houck John Hancock Milford and Peggy Jenkins Jerry and Julie Kiefer Melissa and Roy Lee Lindsey, Jr. McClain County 4‑H National Veterinary Associates OERB Oklahoma Cattlemen’s Assoc. Oklahoma Horticultural Society Oklahoma Vegetation Management Assoc. Oklahoma Youth Expo ONEOK Foundation, Inc. David Parker John and Gaye Pfeiffer Jim Rutledge and Pat McNally Mary Sue and Carl Sanders John and Julie Schurman Gwen Shaw Jayme and Sarah Shelton Ron and Linda Sholar Doris and Ronny Smithee Jeannie Sneed Carolyn Speer Fred Stanley Stockmans Bank Dwight Stoddard Cathleen Taylor The Bomhoff Family Foundation The Nix Foundation The Public Finance Law Group, PLLC The Sirloin Club of Oklahoma Dixie and Gregory Thomas Visit Shawnee Incorporated Becky Walker Nancy and Richard Warden XCEL Feedyard, LLC
SILVER CLOVER ($500+)
4‑H Ambassadors Bill and Karen Anderson
David and Patricia Auberle Bayer Crop Science‑WestBred Gene and Ann Benson Cindy and Lewis Conner William Doenges Enable Midstream Partners Mary L. Fields Mark and Beth Gregory Kris Hiney Indian Electric Cooperative Jud Little Tracy McKaughan Susan and Kent Murray National 4‑H Council National Reined Cow Horse Association Oklahoma Association of Family & Consumer Sciences Foundation Oklahoma Soybean Board Oklahoma Water Resources Board Oklahoma Reining Horse Association Pontotoc County OHCE Louise Ratcliff Ryan Schmidt Gary and Joyce Sherrer Clayton and Marnie Taylor The Effiong Foundation, Inc. Wakita Lions Club Joseph and Sue Williams
BRONZE CLOVER ($100+)
Aberdeen Land Services AC Nutrition Ag Youth Susan and Russ Allen Debbie Alspaugh Angel’s Diner, LLC Angie and Keith Koechel Kaye and Jim Aulgur Richard and Cindy Bailey Linda and Alvin Baker Gerri and Glenn Ballard Bank 7 Bank of Western Oklahoma Diana and Kent Barnes Pat Barnes Steve and Susan Barrett Keith and Lynne Beam Bennington Alumni Association Bilke Enterprises Blaser Bling LLC Blue & Gold Sausage Mike Bobbitt Bouffleur Forestry LLC Mary Ann Briggs Larry and Becky Brooks Randal and Gayla Burris Sarah J. Campbell
Cardinal Education Cathy and Chad Carr CASNR Alumni Board Kristi Chapman Marguerite Christman Scott and Natalie Church Civilian Marksmanship Program Mark and Debra Conkling Connors State College Ben Costello Dorlana Crowell Cusack Meats Ann and Jerry Dillon Nancy Dunlap Wayne and Susie Edgar Brad and Tammy Elliott Valeri and Jay Evans Farm Credit of Enid Farmers Co‑Operative Exchange First National Bank & Trust Joe and Vickey Francis Gateway First Bank Leo Goeringer Good Shepherd Veterinary Hospital Bobby and Margaret Goss Carl and Kathleen Hamby John Hancock Barbara and Pete Hatfield High Plains Bank Interstate Equine, LLC Kristi Isacksen Paul and Kim Jackson Sandy and Ron Johnson Ray Paul and Betty Jones Kerri Jones JSI Capital Kay County Farm Bureau Karen and Patrick Keith E.R. and Delores Kimsey Melinda and John Kinney Phil Kliewer Karla Knoepfli Angie and Keith Koechel David A. Leavitt Legends Hair & Nail Team, Inc. Roy and Judith Lindsey Floyd and Linda Lipps Irene Littlejohn Gary Loeffelholz Sarah Maass John and Linda Maxwell Jr. Will and Charity McConnell Janna McIntosh Sharon McKay Ronnie McKee Steve McKinley Jimmie and Beverly Meeks Christy Mercer Dakota Mercer Mercer Law Firm P.C. Messer‑Bowers Insurance Billy and Brenda Miller Merl Miller Janet Mitchell
Darrell and Janie Morrow Jessie Nance Hannah Nelson Cheryl Newberry NOC Sheep Center Lucia and John O’Connor Oklahoma City Community Foundation Oklahoma Horse Magazine Oklahoma Quarter Horse Racing Assoc. OSU Foundation Amy Parks Merrileta Periard Dennis and Beth Peters Harold and Sue Peyton Beth Phillippi Pittsburg County 4‑H Steven and Janet Powers Larry and Christine Quinn Daniel and Angela Ratcliff David and Kami Ratcliff Sharon Reagan Karen Richardson Robert and Charlotte Richert James and Linda Riley Shari and Melvin Roebuck John Roush Charlie and Sunny Rufo Clinton and Madeleine Rusk S & S Fertilizer Sam Duncan Vent Hoods LLC Marilyn and Ed Seagraves Debbie Sharp Don and Pam Sherrer Jim and Billie Shields Jim and Mary Sims Nathan Smith Southwest Reined Cow Horse Assoc. Paula and Carlos Squires Mike Steele Brian and Michelle Stephens David and Judy Sturgeon T & E Flow Services William and Diana Taylor The Bargain Journal Paul and Lola Thompson Tilley Pressure Test, Inc. Dale and Judy Tracy Tulsa County Farm Bureau Tulsa County Farmers Union Local 543, Inc. Alan and Pat VanDeventer Walker Companies Washita County Farm Bureau Western Oklahoma Ranch Horse Assoc., Inc. Lee Wise
The Oklahoma 4-H Foundation is an integral partner of 4-H, serving as a catalyst in a unified effort to create partnerships, acquire resources and focus collective energies for the betterment of Oklahoma youth. To learn more about how you can support the mission of the Oklahoma 4-H Foundation, please contact Milford H. Jenkins at 405-744-8884 or milford.jenkins@okstate.edu
OKLAHOMA 4-H FOUNDATION
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HONORARY & MEMORIAL GIFTS IN HONOR OF
IN MEMORY OF
DEE COOPER
BRADY BENSON
SHIRLEY HASTINGS
BARBARA BOCKELMAN
HASKELL LAYMEN
NANCY JOHNSON
VERNOR BOCKELMAN
JOE MAYER
RANDY PIRTLE
ALLEN BROADY
by Charles Cox, Susan Murray by Sue Peyton
by Brenda Miller
by Charles Cox, Susan Murray
RADONNA SAWATZSKY
by Charles Cox, Susan Murray
GWEN SHAW
by Dixie Thomas
MICKEY SIMPSON
by Susan Murray
PAM VARNER
by Charles Cox, Susan Murray
by David A. Leavitt by Gwen Shaw by Gwen Shaw
by Vickie Jones, Irene Littlejohn, Betty Lott, Debra Wagner
FLORENCE HELLWEGE
by Theo Fite, Virginia Hellwege, Kingfisher County Farm Bureau, Alfred Teders, Kenneth Tollison by Eldon Ferrell
by John Grundmann, Oklahoma Farming and Ranching Foundation
IMOGENE OAKLEY-MARTIN by Latta Public Schools
JO CAMPBELL
RAY RIDLEN
LANORA DONAHOO
EVELYN SCHWANDT
CHRIS GRAY
CHARLES D. SMITH
BILL HEISTER
JENNIFER STEVENSON
by Charles Cox
by Tracy McKaughan by Debbie Sharp by Ann Benson
by Charles Cox by Ann Benson by JSI Capital
by Ann Benson
SAM WADE
by Charles Cox
The most enduring of all memorials are those carved in the hearts and minds of mankind. Such sentiments are evidenced yearly as friends and family give to 4-H in memory and in honor of a beloved friend or family member. Thank you to all those who give on behalf of others. Your care and generosity are appreciated by every party involved.
26 | 2019 OKLAHOMA 4-H ANNUAL REPORT
FINANCIAL STATEMENTS THE OKLAHOMA 4-H FOUNDATION, INCORPORATED STATEMENTS OF FINANCIAL POSITION AS OF DECEMBER 31, 2019 AND 2018
2019
ASSETS Cash and cash equivalents Sponsorships receivable Grants receivable Certificates of deposit Investments Beneficial interest in charitable trusts held by others Property and equipment TOTAL ASSETS
$
213,477 21,850 2,023 661,580 6,995,459 2,743,284 501,292
2018
$
168,350 6,211 652,482 5,920,074 2,446,733 511,318
$ 11,138,965
$ 9,705,168
$
$
LIABILITIES AND NET ASSETS LIABILITIES Accounts payable Scholarships payable Contributions payable TOTAL LIABILITIES
117,236 157,950 195,000
72,046 172,250 -
470,186
244,296
NET ASSETS Without donor restrictions With donor restrictions
114,332 10,554,447
187,503 9,273,369
TOTAL NET ASSETS
10,668,779
9,460,872
$ 11,138,965
$ 9,705,168
TOTAL LIABILITIES AND NET ASSETS
See accompanying notes to financial statements.
Independent Auditor’s Report Seethe accompanying notes to financial statements. To Board of Directors The Oklahoma 4-H Foundation, Incorporated Stillwater, Oklahoma 1
We have audited the accompanying financial statements of The Oklahoma 4-H Foundation, Incorporated, (the “Foundation”) (a nonprofit organization), which comprise the statements of financial position as of December 31, 2019 and 2018, and the related statements of activities, functional expenses and cash flows for the years then ended, and the related notes to the financial statements. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial
Additional Non-Audit Information Note 1: Oklahoma 4-H youth and related programs benefit from charitable gifts to the 501(c)(3) nonprofit Oklahoma State University Foundation (OSUF), located at Stillwater, Oklahoma. Three primary gift types held by the Foundation benefit the Oklahoma 4-H program and/or 4-H members. Pickens Legacy Scholarship Match: The Oklahoma 4-H Foundation was instrumental in soliciting these charitable gifts, as well as being a donor of matching funds totaling $625,000. As of December 31, 2019, these assets and charitable interests permanently owned and administered by Oklahoma State University Foundation in adherence to formal agreements by and between donor(s) and Oklahoma State University Foundation were valued at $1,254,752. Actual amount(s) of funds annually available for support of 4-H youth and related programs is determined by the agreements and Oklahoma State University Foundation’s fiscal policies; this amount was $83,446 in 2019. Several of the above donors, including the Oklahoma 4-H Foundation, participated in programs which included contractual provisions for additional matches to be received at a future date (including the expected receipt of matching funds from the Pickens Estate) totaling $1,618,109. Oklahoma State Professorships: The Oklahoma 4-H program benefits from staff support provided by the Oklahoma Farm Bureau Professorship endowment, with a value of $249,641 as of December 31, 2019, and the Centennial Professorship endowment, with a value of $254,928 as of December 31, 2019. Hendershot Estate Gift: A $1,800,000 million gift was made to OSUF by the estate or Audrey Hendershot to support students at the Oklahoma State University College of Osteopathic Medicine (OSU-COM), with $1,000,000 going toward creation of an endowed scholarship for 4-H members enrolling at OSU-COM with plans to practice primary-care medicine in rural Oklahoma. The remaining $800,000 goes to scholarships offered through the OSU Center for Health Sciences for which 4-H members are among the classes of eligible recipients. Note 2: The Foundation has entered into a support services MOU with the Oklahoma Cooperative Extension Service and Oklahoma State University’s Division of Agricultural Sciences and Natural Resources, for those entities to provide salary and benefits for certain Foundation administrative (1.0 FTE) and accounting (0.5 FTE) support, as consideration for the services and support provided to those entities by the Foundation.
statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Oklahoma 4-H Foundation, Incorporated, as of December 31, 2019 and 2018, and the changes in its net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter As discussed in Note 9 to the financial statements, the fair market value of the Foundation’s investment balances have significantly declined subsequent to December 31, 2019 as a result of a global pandemic and its impact on the stock markets. Our opinion is not modified with respect to that matter.
HSPG & Assocates, P.C. April 1, 2020 Oklahoma City, Oklahoma
See accompanying notes to financial statements.
THE OKLAHOMA 4-H FOUNDATION, INCORPORATED STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2018
Without Donor Restrictions
REVENUES AND SUPPORT Contributions Grants Special event revenues: Golf tournament Registration income Merchandise sales Royalty income Interest and dividend income Unrealized and realized gains (losses) Change in value of beneficial interest In-kind donations Net assets released from restrictions and change in donor restrictions
$
60,273 -
With Donor Restrictions
$
Total
425,935 70,750
$
486,208 70,750
30,195 31,035 (48,962)
81,158 27,939 14,829 115,250 (449,323)
30,195 81,158 27,939 14,829 146,285 (498,285)
22,400
(173,777) 843
(173,777) 23,243
750,604
(750,604)
-
845,545
(637,000)
208,545
622,815 68,194 12,028 106,750
-
622,815 68,194 12,028 106,750
809,787
-
809,787
CHANGE IN NET ASSETS
35,758
(637,000)
(601,242)
NET ASSETS AT BEGINNING OF YEAR
151,745
9,910,369
10,062,114
187,503
$ 9,273,369
$ 9,460,872
Total revenues and support EXPENSES Program Fundraising Costs of direct benefits to donors Management and general Total expenses
NET ASSETS AT END OF YEAR
$
See accompanying notes to financial statements. See accompanying notes to financial statements.
THE OKLAHOMA 4-H FOUNDATION, INCORPORATED STATEMENT OF FUNCTIONAL EXPENSES FOR THE YEAR ENDED DECEMBER 31, 2019 (WITH COMPARATIVE TOTALS FOR 2018)
THE OKLAHOMA 4-H FOUNDATION, INCORPORATED STATEMENT OF FUNCTIONAL EXPENSES FOR THE YEAR ENDED DECEMBER 31, 2018
The accompanying notes are an integral part of these financial statements.
THE OKLAHOMA 4-H FOUNDATION, INCORPORATED STATEMENTS OF CASH FLOWS FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018
2019
CASH FLOWS FROM OPERATING ACTIVITIES: Change in net assets $ 1,207,907 Adjustments to reconcile change in net assets to net cash used in operating activities: Depreciation and amortization 10,026 Change in value of beneficial asset (438,170) Net realized and unrealized investment gains (losses) (872,646) Reinvestment of interest and dividends (167,374) Change in operating assets and liabilities: (21,850) Sponsorships receivable Grants receivable 4,188 Prepaid expenses and other assets Accounts payable 45,190 Scholarships payable (14,300) Contributions payable 195,000 Net cash used in operating activities (52,029) CASH FLOWS FROM INVESTING ACTIVITIES: Purchases of investments Proceeds from sales and maturities of investments Proceeds from beneficial assets Purchases of property and equipment Net cash provided by investing activities NET CHANGE IN CASH AND CASH EQUIVALENTS CASH AND CASH EQUIVALENTS, Beginning of year CASH AND CASH EQUIVALENTS, End of year
See accompanying notes to financial statements. See accompanying notes to financial statements.
1
$
2018
$
(601,242)
173,777 498,285 (146,285) 80,106 2,962 (102,690) 2,300 (92,787)
(45,595)
(185,647)
1,132 141,619 97,156
76,937 148,306 (4,224) 35,372
45,127
(57,415)
168,350
225,765
213,477
$
168,350
NOTES TO FINANCIAL STATEMENTS THE OKLAHOMA 4-H FOUNDATION, INCORPORATED NOTES TO FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018 1. NATURE OF ACTIVITIES AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Nature of activities – The Oklahoma 4-H Foundation, Incorporated (the “Foundation”) operates as a nonprofit corporation located in Stillwater, Oklahoma. It was organized to support youth development by functioning as the primary vehicle for private fund development to support scholarships, awards and activities. It also strives to increase public awareness of 4-H. The Foundation is an integral partner of 4-H, serving as a catalyst in a unified effort to create partnerships, acquire resources, and focus collective energies for the betterment of Oklahoma youth. The Foundation receives and manages endowment funds that are used for programs, scholarships and other 4-H related activities throughout the state. Relationship with Oklahoma State University (“OSU”) – The Foundation has entered into a Memorandum of Understanding (“MOU”) with OSU. Through the MOU, the Foundation’s personnel are employed by OSU providing the Foundation with trained human resource administration and access to OSU’s benefits system. Personnel employed by OSU and allocated to the Foundation include an executive director, accountant, and support assistant. The Executive Director is employed under the direction of the Foundation’s board of directors. OSU is reimbursed for any incurred costs including payroll and fringe benefits for the Executive Director. Compensation costs incurred by OSU for the accountant and support assistant are considered in-kind donations to the Foundation. The Foundation is also provided use of office space, including certain furniture and equipment, from OSU as an in-kind donation. Basis of Accounting – The accompanying financial statements of the Foundation have been prepared on the accrual basis of accounting and, accordingly, reflect all significant receivables, payables, and other assets and liabilities. Basis of Presentation – Net assets, revenues, and gains and losses are classified based on the existence or absence of donorimposed restrictions. Financial statement presentation reports information regarding the Foundation’s financial position and activities as follows: Net assets without donor restrictions – Net assets available for use in general operations and not subject to donor restrictions. Net assets with donor restrictions – Net assets subject to donor-imposed restrictions. Some donor-imposed restrictions are temporary in nature, such as those that will be met by the passage of time or other events specified by the donor. Other donor-imposed restrictions are perpetual in nature, where the donor stipulates that resources be maintained in perpetuity. Donor-imposed restrictions are released when a restriction expires, that is, when the stipulated time has elapsed, when the stipulated purpose for which the resource was restricted has been fulfilled, or both. Cash and cash equivalents – For purposes of the statement of cash flows, the Foundation considers all highly liquid investments available for current use with an initial maturity of three months or less to be cash equivalents.
Revenue recognition and other support – Revenues that have characteristics of exchange transactions, such as certain sponsorships, are not recognized until earned. Fees received prior to services being provided are recorded as deferred revenues. Contributions are recognized as support in the period unconditional promises to give are received and are reported as net assets with or without donor restrictions depending on the existence or nature of any donor restrictions. The standards also provide that if the governing body of an organization has the right to remove a donor restriction, the contributions should be classified as without donor restriction. Conditional contributions – that is, those with a measurable performance or other barrier and a right of return - are not recognized until the conditions on which they depend have been met. The Foundation’s revenue and other support during the years ended December 31, 2019 and 2018 primarily included the following: Contributions and in-kind donations – Contributions received are reported as with or without donor restricted support depending on the existence or nature of any donor restrictions. The Foundation reports gifts of cash and other assets as restricted contributions if they are received with donor stipulations that limit the use of the donated assets. Volunteers contribute significant amounts of time to the Foundation’s program services, administration, and fundraising and developing activities; however, the financial statements do not reflect the value of these contributed services because they do not meet recognition criteria prescribed by generally accepted accounting principles. Donated services are recognized by the Foundation if they create or enhance nonfinancial assets or require specialized skills, are provided by individuals possessing those skills, and would typically be purchased if not provided by donation. In-kind donations of goods and services are recorded in the financial statements at the estimated value of such goods or services. Donations for the years ended December 31, 2019 and 2018 were $18,000 each year for rent of the Foundation’s main office space and $5,400 and $8,459 ($3,216 reported in special event revenue in the accompanying statement of activities), respectively, of other materials, labor, and professional services. Grants – A portion of the Foundation’s grant revenue is derived from cost-reimbursable federal and state contracts and grants, which are conditioned upon certain performance requirements and/or the incurrence of allowable qualifying expenses. Amounts received are recognized as revenue when the Foundation has incurred expenditures in compliance with specific contract or grant provisions. Amounts received prior to incurring qualifying expenditures are reported as refundable advances in the statement of financial position. Grant revenues which are not derived from cost-reimbursable agreements are recorded similar to contributions. Sponsorships – Sponsorships included in the accompanying financial statements are for naming rights associated with the Foundation’s ATV safety facility (see Note 6) entered into in 2019. These revenues have been determined to be a contract with a customer with a single performance obligation which is earned ratably over time. Deferred revenue and sponsorships receivable associated with this contract totaled $0 and $21,850, respectively, as of December 31, 2019. Special event revenues – Special events, other than the golf tournament, are generally held by various third parties to
support a specific County 4-H club. Proceeds from those special events are contributed to the Foundation which are recorded similar to contributions as described above. Proceeds from the golf tournament include both revenues equal to the fair value of direct benefits to donors which are earned at a point in time as well as contribution income for the excess received when the event takes place. There were no deferred revenues or unrecognized conditional contributions associated with special event revenues as of December 31, 2019 or 2018.
using the straight-line method over the estimated useful lives of the assets. Fair value measurements – The Foundation reports certain assets at fair value in the financial statements. Fair value is the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction in the principal, or most advantageous, market at the measurement date under current market conditions regardless of whether that price is directly observable or estimated using another valuation technique. Inputs used to determine fair value refer broadly to the assumptions that market participants would use in pricing the asset or liability, including assumptions about risk. Inputs may be observable or unobservable. Observable inputs are inputs that reflect the assumptions market participants would use in pricing the asset or liability based on market data obtained from sources independent of the reporting entity. Unobservable inputs are inputs that reflect the reporting entity’s own assumptions about the assumptions market participants would use in pricing the asset or liability based on the best information available.
Certificates of deposit – Certificates of deposit are recorded at cost plus accrued interest. Investments – Investments consist of cash and money market funds and equity and fixed income mutual funds. Mutual funds are stated at fair value as determined by the fund and/or investment manager. Cash and money market funds held within investment accounts are held at cost which approximates fair market value. Fair values are based on quoted market prices as provided by the financial institution. Realized gains and losses on sales of securities are computed based on specific identification. Net investment return (loss) is reported in the statement of activities and consists of interest and dividend income, unrealized and realized gains and losses, and royalty income.
A three-tier hierarchy categorizes the inputs as follows: Level 1: Quoted prices in active markets for identical assets or liabilities that the Foundation can access at the measurement date.
Investment securities are exposed to various risks such as interest rate, market and credit risks. Due to the level of risk associated with certain investment securities, it is at least reasonably possible that changes in the values of investment securities will occur in the near term and that such change could materially affect the amounts reported in the accompanying financial statements (see Note 9). Beneficial interest in charitable trusts held by others – The Foundation has been named as an irrevocable beneficiary of a charitable trust (R.D. Farmer Trust) which is held and administered by an independent trustee (BancFirst). This trust was created independently by a donor and is administered by outside agents designated by the donor. Therefore, the Foundation does not have either possession nor control over the assets of the trust. At the date the Foundation is notified of a beneficial interest, a contribution with donor restrictions is recorded in the statement of activities, and a beneficial interest in charitable trusts held by others is recorded in the statement of financial position at fair value. Thereafter, beneficial interests in the trusts are reported at fair value in the statement of financial position, with changes in fair value recognized in the statement of activities. Upon receipt of trust distributions or expenditures, in satisfaction of the donorrestricted purpose, if any, net assets with donor-imposed time or purpose restrictions are released to net assets without donor restrictions. In accordance with the R.D. Farmer Trust, the Foundation is an income beneficiary receiving five percent (5%) of the trust’s yearend fair market value as of April 30 each year through June 2028. In approximately June 2028, the remaining assets of the trust will transfer to the Foundation. As such, the Foundation records its beneficial interest based on the underlying investments in the trust as reported to the Foundation by the trustee. Property and equipment - Property and equipment are carried at cost or, if donated, at the approximate fair value at the date of donation. The Foundation reports gifts of property and equipment as without donor restriction support unless explicit donor restrictions specify how the donated assets must be used. Gifts of long-lived assets with explicit restrictions that specify how the assets are to be used and gifts of cash or other assets that must be used to acquire long-lived assets are reported as restricted support. Absent explicit donor restrictions about how long those long-lived assets must be maintained, the Foundation reports expirations of donor restrictions when the donated or acquired long-lived assets are placed in service. Depreciation is computed
Level 2: Inputs other than quoted prices included within Level 1 that are observable for the asset or liability, either directly or indirectly. These include quoted prices for similar assets or liabilities in active markets, quoted prices for identical or similar assets or liabilities in markets that are not active, inputs other than quoted prices that are observable for the asset or liability, and market-corroborated inputs.
Level 3: Inputs that are unobservable and significant to the overall fair value measurement. In these situations, the Foundation develops inputs using the best information available in the circumstances. In some cases, the inputs used to measure the fair value of an asset or a liability might be categorized within different levels of the fair value hierarchy. In those cases, the fair value measurement is categorized in its entirety in the same level of the fair value hierarchy as the lowest level input that is significant to the entire measurement. Assessing the significance of a particular input to the entire measurement requires judgment, taking into account factors specific to the asset or liability. The categorization of an asset within the hierarchy is based upon the pricing transparency of the asset and does not necessarily correspond to our assessment of the quality, risk, or liquidity profile of the asset or liability. Financial assets subject to fair value measurement disclosure requirements include investments and beneficial interest in charitable trusts held by others (see Note 3). The Foundation has no liabilities carried at fair value on a recurring basis and no assets or liabilities carried at fair value on a non-recurring basis at December 31, 2019 or 2018. Concentration of Credit Risk – The Foundation maintains cash in bank deposit accounts which, at times, may exceed federally insured limits. As of December 31, 2019 and 2018, the Foundation’s balance with financial institutions subject to FDIC coverage did not exceed such coverage. Expense allocation – The costs of providing various programs and other activities have been summarized on a functional basis in the statements of activities. The statements of functional expenses present the natural classification detail of expenses by function. Accordingly, certain costs are allocated between program, fundraising, costs of direct benefit to donors, and
management and general based on evaluations of the related activities. Management and general expenses include those expenses that are not directly identifiable with any other specific function, but provide for the overall support and direction of the Foundation. Estimates – The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates, and those differences could be material. Income taxes – The Foundation is a not-for-profit organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and classified by the Internal Revenue Code as other than a private foundation. The Foundation is subject to routine audits by taxing jurisdictions. Management believes it is no longer subject to income tax examinations for years prior to 2016. Subsequent events – The Foundation has evaluated subsequent events through April 1, 2020, the date the financial statements were available to be issued. There are no subsequent events requiring recognition or disclosure in the 2019 financial statements other than have been disclosed in Note 9. Change in accounting guidance – The Financial Accounting Standards Board (“FASB”) Accounting Standards Codification Topic 606, Revenue from Contracts with Customers, as amended, supersedes or replaces nearly all GAAP revenue recognition guidance. These standards establish a new contract and controlbased revenue recognition model, change the basis for deciding when revenue is recognized over time or at a point in time, and expand disclosures about revenue. The Foundation implemented Topic 606 and has adjusted the presentation in these financial statements accordingly. The amendments have been applied retrospectively to all periods presented, with no effect on net assets. In June 2018, FASB issued ASU 2018-08, Not-for-Profit Entities (Topic 958): Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made. This standard assists entities in evaluating whether transactions should be accounted for as contributions or exchange transactions and determining whether a contribution is conditional. The Foundation has implemented the provisions of ASU 2018-08 applicable to both contributions received and to contributions made in the accompanying financial statements under a modified prospective basis. Accordingly, there is no effect on net assets in connection with our implementation of ASU 2018-08. 2. LIQUIDITY AND AVAILABILITY Financial assets available for general expenditure, that is, without donor or other restrictions limiting their use, within one year of the statement of financial position date, comprise the following:
Cash and cash equivalents Operating investments Distributions from beneficial interests in assets held by others
$
$
3. FAIR VALUE MEASUREMENTS The following methods and assumptions were used to estimate the fair value of assets reported at fair market value in the accompanying financial statements. Investments: Investments are stated at fair value, and are based on quoted market prices, when available, or the best estimate of fair value as determined by the fund and/or investment manager. Generally, quoted market prices are available for mutual funds and, as such, are classified as Level 1 in the fair value hierarchy. Beneficial interest in charitable trusts held by others: The fair value of the Foundation’s beneficial interest in charitable trusts held by others is based on the fair value of trust assets as reported by the trustee. The investments are directed by BancFirst and consist of various mutual funds and cash equivalent funds which are designated to achieve endowment returns consistent with their investment policies. These are considered to be Level 3 measurements. The following table presents assets measured at fair value on a recurring basis, except those measured at cost. Carrying Value ASSETS Investments: Cash and money market funds (at cost) Mutual Funds: Equity Fixed Income
$
Total Investments Beneficial interest in assets held by others
34,572 $
Income from donor-restricted endowment funds is restricted for specific purposes and is not available for general expenditures. The details of the beneficial interest in assets held by others are further discussed in Note 1. As part of the Foundation’s liquidity management plan, cash in excess of daily requirements is invested in short-term investments, CDs, and money market funds.
-
$
-
$
3,832,562 3,128,325
-
-
6,995,459
6,960,887
6,960,887
-
-
2,743,284
2,743,284
-
-
2,743,284
Carrying Value
Total Investments Beneficial interest in assets held by others
$
-
3,832,562 3,128,325
$ 9,738,743 $ 9,704,171 $ 6,960,887 $
ASSETS Investments: Cash and money market funds (at cost) Mutual Funds: Equity Fixed Income
- $
3,832,562 3,128,325
28,919 $
- $ 2,743,284
As of December 31, 2018 Total Fair Fair Value Measurements Value Level 1 Level 2 Level 3
- $
-
$
- $
-
3,234,667 2,656,488
3,234,667 2,656,488
3,234,667 2,656,488
-
-
5,920,074
5,891,155
5,891,155
-
-
2,446,733
2,446,733
-
-
2,446,733
$ 8,366,807 $ 8,337,888 $ 5,891,155 $
- $ 2,446,733
The following is a reconciliation of the beginning and ending balance of assets measured at fair value on a recurring basis using significant unobservable inputs (Level 3) for the years ended December 31, 2019 and 2018. Beneficial Interest in Charitable Trusts Held by Others
213,477 18,091 137,164 368,732
As of December 31, 2019 Total Fair Fair Value Measurements Value Level 1 Level 2 Level 3
2019
2018
Balance at beginning of year Purchases / contributions of investments Investment return, net Distributions
$ 2,446,733 438,170 (141,619)
$ 2,768,816 (173,777) (148,306)
Balance at end of year
$ 2,743,284
$ 2,446,733
The summary of changes in fair value of level 3 assets has been prepared to reflect the activity in the same categories as those provided by the trustee. Investment return, net includes
realized and unrealized gains (losses) on investments, interest and dividend income, and administrative fees and is included in change in beneficial interest in the accompanying statements of activities. Typically, distributions decrease the Foundation’s respective financial asset and increase cash at the time of distribution.
Endowment net asset composition by type of fund as of December 31, 2018 is as follows: ` Donor-restricted endowment funds Board-designated endowment funds
Without Donor Restrictions $ -
With Donor Restrictions $ 4,590,256 -
$
$
-
4,590,256
$
Total 4,590,256 -
$
4,590,256
4. ENDOWMENT DISCLOSURES The Foundation’s endowment consists of approximately 68 individual funds established by donors to provide annual funding for specific activities and general operations. Net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. Interpretation of Relevant Law – The Foundation follows the Accounting Standards Codification’s guidance on the net asset classification of donor-restricted endowment funds for a notfor-profit Foundation that is subject to an enacted version of the Oklahoma Uniform Prudent Management of Institutional Funds Act (“UPMIFA”). The Board of Directors of the Foundation has interpreted UPMIFA as requiring the preservation of the fair value of the original gift as of the gift date of the donor-restricted endowment funds absent explicit donor stipulations to the contrary. As a result of this interpretation, the Foundation retains in perpetuity (a) the original value of initial and subsequent gift amounts donated to the endowment and (b) any accumulations to the endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added. Donor-restricted amounts not retained in perpetuity are subject to appropriation for expenditure by the Foundation in a manner consistent with the standard of prudence UPMIFA.In accordance with UPMIFA, the following factors are considered in making a determination to appropriate or accumulate donorrestricted endowment funds held for the benefit of the Foundation. (1) The duration and preservation of the fund; (2) The purposes of the Foundation and the donor-restricted endowment fund; (3) General economic conditions; (4) The possible effect of inflation and deflation; (5) The expected total return from income and the appreciation of investments; (6) Other resources of the Foundation; and (7) The investment policies of the Foundation. Endowment net asset composition by type of fund as of December 31, 2019 is as follows:
Donor-restricted endowment funds Board-designated endowment funds
Without Donor Restrictions $ -
With Donor Restrictions $ 5,476,828 -
$
$
-
5,476,828
$
Total 5,476,828 -
$
5,476,828
Changes in endowment net assets for the fiscal year ended December 31, 2019 are as follows: Without Donor Restrictions Endowment net assets, beginning of year $ Investment return, net Contributions Appropriation of endowment assets for expenditure -
With Donor Restrictions $ 4,590,256 849,077 37,495
Endowment net assets, end of year
$
$
-
$
5,476,828
Total 4,590,256 849,077 37,495 -
$
5,476,828
Changes in endowment net assets for the fiscal year ended December 31, 2018 are as follows:
Endowment net assets, beginning of year Investment return, net Contributions Appropriation of endowment assets for expenditure Reclassification due to change in donor restriction Endowment net assets, end of year
Without Donor Restrictions $ -
With Donor Restrictions $ 4,891,101 (307,402) 67,562
-
(64,250)
(64,250)
-
3,245
3,245
$
-
$
4,590,256
$
$
Total 4,891,101 (307,402) 67,562
4,590,256
Funds with Deficiencies – From time to time, certain donorrestricted endowment funds may have fair values less than the amount required to be maintained by donors or by law (underwater endowments). The Foundation interprets UPMIFA to permit spending from underwater endowments in accordance with prudent measures required under law. At December 31, 2019 there were no underwater endowments. At December 31, 2018, four funds were underwater with original gift values of $92,500, fair values of $88,525, and deficiencies of $3,975 were reported in net assets with donor restrictions. Return Objectives and Risk Parameters – The Foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the Foundation must hold in perpetuity or for a donor-specified period. Under this policy, as approved by the Board of Directors, the endowment assets are invested with investment policies which emphasize preservation of capital, protection against inflation and a continuing source of income. The Board has authorized investments in equity securities up to 60% of the portfolio, fixed income securities up to 100% of the portfolio, alternative investments up to 10% of the portfolio with Investment Committee authorization and no speculative investments. The target minimum rate of return is five percent (5%) (net of fees). Spending Policy and How the Investment Objectives Relate to Spending Policy – The endowment earnings are distributed based on a distribution policy whereby the Foundation receives four percent (4%) of the average market value of the endowment fund, which is calculated on a rolling quarterly average of the previous twelve quarters. Distributions are typically not approved when funds are underwater. The Foundation allocates distributions received to be used in accordance with donor restrictions or for the overall operations of the Foundation in the absence of donor restrictions.
5. NET ASSETS WITH DONOR RESTRICTIONS
long-term availability of the land for this facility, the Foundation has entered into a 25-year land lease with Logan County of which the initial term expires on October 31, 2040 and includes five renewal options for five years each. The annual rent for the land lease is $1. Logan County may continue to utilize the land for other, secondary purposes so long as those purposes are not inconsistent with the primary purpose during the term of the lease.
Net assets with donor restrictions are restricted for the following purposes or periods. 2019 Subject to expenditure for specified purposes: Foundation events Foundation programs Scholarships County programs Associated accounts Managed accounts Subject to the passage of time: Beneficial interest in charitable trusts held by others Endowments: Subject to appropriation and expenditure when a specified event occurs: Scholarship endowments Program endowments County endowments Associated endowments Subject to endowment spending policy and appropriation: Scholarship endowments Program endowments County endowments Associated endowments Total net assets with donor restrictions
$
2018
221,124 830,041 118,742 582,015 104,026 478,387 2,334,335
$
200,269 840,385 156,891 543,431 96,825 398,579 2,236,380
2,743,284
2,446,733
933,412 363,397 233,568 146,801 1,677,178
458,491 166,633 122,106 77,871 825,101
2,135,431 901,527 465,654 297,038 3,799,650
2,103,290 899,623 465,204 297,038 3,765,155
$ 10,554,447
$ 9,273,369
In August 2019, the Foundation entered into a memorandum of understanding with Oklahoma State University (“OSU”) under which OSU has assumed the Logan County land lease from the Foundation and OSU will operate the ATV Safety Facility. To ensure compliance with the grant funding received to build the ATV Safety Facility, if OSU does not continue to operate the facility for its primary purpose, the Foundation has the right to reassume the Logan County land lease and related operations of the ATV Safety Facility. 7. SCHOLARSHIPS AWARDED BUT NOT DISBURSED The Foundation awards scholarships to prospective college students throughout the nation. Many of the scholarships are awarded while the student is still in middle school or high school. Once the student is in college, they must meet certain requirements for hours and grades in order to receive the proceeds. Scholarship liabilities expected to be paid in the next five years and thereafter as of December 31, 2019 are as follows:
Net assets were released from donor restrictions by incurring expenses satisfying the restricted purpose or by occurrence of the Net assets were released from restrictions incurring expenses passage of time ordonor other eventsby specified by thesatisfying donorsthe asrestricted followspurpose or byfor occurrence of theended passage of time or other 31, events specified the donors as follows for the years the years December 2019 andby 2018: ended December 31, 2019 and 2018:
Distributions (proceeds are not restricted by donors): Beneficial interest in charitable trusts held by others Satisfaction of purpose restrictions: Foundation events Foundation programs Scholarships County programs Associated accounts Managed Accounts
Restricted-purpose spending rate distributions: Scholarship endowments Program endowments County endowments Associated endowments
2019
2018
$ 142,624
$ 148,306
58,579 240,364 88,868 119,967 54,723 2,000 564,501
34,633 267,697 76,403 100,879 61,475 205 541,292
-
10,527 38,712 8,366 3,401 61,006
$ 707,125
$ 750,604
$ 74,700 34,200 15,650 13,650 7,250 12,500 $ 157,950
8. FUNCTIONALIZED EXPENSES The financial statements report certain categories of expenses that are attributed to more than one program or supporting function. Therefore, expenses require allocation on a reasonable basis that is consistently applied. The expenses that are allocated include salary and benefits, supplies and postage, and registration and travel which are allocated based on time and effort. 9. SUBSEQUENT EVENTS
6. COMMITMENTS AND CONTINGENCIES
6. COMMITMENTS AND CONTINGENCIES
Grant funding of $350,000 was awarded to the Foundation in 2015 to be used to create an ATV safety facility. The Foundation is required to use the facility in accordance the grant requirements for a Grant funding of $350,000 was awarded to thewith Foundation in minimum of 25 years. Non-compliance with the grant requirements could result in the Foundation totobe used toreceived. create an ATV safety facility. The Foundation being2015 required repay funds
is required to use the facility in accordance with the grant
This project has been developed in conjunction the LoganNon-compliance County Fairgrounds, City Guthrie and requirements for a minimum of with 25 years. withofthe the Logan County Economic Development Council in Guthrie to address a critical statewide and grant requirements could result in the Foundation being required community need and public purpose. The facility was constructed on the Logan County Fairgrounds. To ensure the long-term of the land for this facility, the Foundation has entered into a 25to repay fundsavailability received. year land lease with Logan County of which the initial term expires on October 31, 2040 and includes five renewal options for five years each. The annual rent for the land lease is $1. Logan County may This been in conjunction with the Logan continue to project utilize the has land for other,developed secondary purposes so long as those purposes are not inconsistent with the primaryFairgrounds, purpose during the term the lease. and the Logan County County City ofofGuthrie
Economic Development Council in Guthrie to address a critical
2020 2021 2022 2023 2024 Thereafter
In August 2019, the Foundation entered into a memorandum of understanding with Oklahoma State statewide community need andthe public University (“OSU”)and under which OSU has assumed Loganpurpose. County landThe leasefacility from the Foundation and OSU will operate theLogan ATV Safety Facility. To ensure compliance with the was constructed on the County Fairgrounds. To ensure thegrant funding received to build the ATV Safety Facility, if OSU does not continue to operate the facility for its primary purpose, the Foundation has the right to reassume the Logan County land lease and related operations of the ATV Safety Facility.
In March 2020, the global economy was significantly impacted by a global pandemic. This impact included a decline in the stock market of approximately 30%. While the fair market value of the Foundation’s investment balances have declined significantly from December 31, 2019 through the issuance of these audited financial statements, management believes the decline to be temporary and will continue to monitor their investments as they manage the Foundation’s operations. * * * * * *
4-H FAST FACTS O K L A H O M A S TAT E U N I V E R S I T Y E X T E N S I O N
145,480
SCHOOL AGE Grades K-2: 35.4% Grades 3-5: 37.7% Grades 6-8: 13.9% Grades 9-12: 9.4% Post High School: .7% Homeschool/Other: 2.9%
Participants DIVERSITY White: 57.6% Black: 14.5% American Indian/Alaskan Native: 12.7% More than One Race: 13.7% Asian: 0.9% Native Hawaiian/Pacific Islander: 0.5% Other: 0.1%
RESIDENCE
ETHNICITY Hispanic: 14.5% Non-Hispanic: 85.5%
INVOLVEMENT 105,562 youth participate in STEM programs
Rural Communities: 31.2% Central Cities: 25.3% Towns/Small Cities: 15.8% Farms: 14.7% Suburban Communities: 13%
VOLUNTEERISM 4,379 Adult Volunteers 827 Youth Volunteers
26,461 youth participate in civic engagement programs 88,255 youth participate in healthy living programs
Oklahoma4h
Oklahoma4h
Oklahoma4h
4h.okstate.edu
Oklahoma 4-H Foundation 205 4-H Youth Development Bldg. Stillwater, OK 74078
Save the Date 23rd Annual Clover Classic Golf Tournament
Oct. 26, 2020 Gaillardia Country Club Oklahoma City, Oklahoma OKLAHOMA 4-H FOUNDATION