New

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New Newer 4-H Program Leaders Specialist

• March 27, 2009

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Webinar Overview

• Provide information and resources related to
  organizational structure, funding, and program
  priorities.
• Connect 4-H program leaders and specialist with
  the federal government partner.
• Share updates on important policies and
  procedures.
• Provide opportunities for dialogue during this
  time of transformation.

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Presenters

• Ryan J. Schmiesing National Program Leader, 4-H
  Youth Development
• Suzanne LeMenestrel Interim Director, Youth
  Development National Program Leader, Research
  Evaluation
• Maria Arnold Program Specialist, 4-H Youth
  Development
• Roger Rennekamp 4-H Program Leader, Oregon
  State University

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United States Department of Agriculture
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(No Transcript)
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National Institute of Food Agriculture

• The language in the farm bill legislation does
  not specifically mention the role of family and
  consumer sciences, youth development, or 4-H in
  any new or amended provisions or law.
• These areas, however, are included in the
  unamended legislation which established many
  current and ongoing programs, and as such, will
  continue to be part of the U.S. Department of
  Agriculture research, education, and extension
  portfolio.
• Commitment from the Administrators Office.

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Overall Responsibilities

• National 4-H Headquarters
• Program Priorities
• Quality Control
• 4-H Name/Emblem
• National 4-H Council
• Fundraising
• Marketing
• 4-H Mall 4-H Conference Center
• Legal Fiduciary Issues
• Land Grant Universities
• Program Development
• Application of Scientific Research
• Community-based Implementation

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National 4-H HeadquartersPeople
Responsibilities

• Dan Kugler, Interim Deputy Administrator
• Overall administration for the Families, 4-H and
  Nutrition Unit
• Suzanne LeMenestrel, Interim Director
• Administrator for Youth Development and National
  4-H Headquarters
• Glenn Applebee, Principal Advisor
• Leading transition for National 4-H Headquarters
  into the National Institute of Food Agriculture

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Whats Happening?

• Mission Mandates
• Professional Development
• Research Evaluation
• After School Programs
• Military Partnerships
• National 4-H Conference
• Programs of Distinction
• Urban Communities

• Volunteerism
• Curriculum
• Federal Government Partnerships
• 4-H Policies
• 4-H Name Emblem
• Tax Exempt Status
• Rural Youth Development
• CYFAR

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4-H Headquarters Staff

• Ryan J. Schmiesing
• Nancy Valentine
• Lisa Lauxman
• Glenn Applebee
• Janice Clark
• www.national4-hheadquarters.gov

• Lisa Hampton
• Eddy Mentzer
• Maria Arnold
• Bianca Johnson
• Suzanne LeMenestrel
• Jim Kahler

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CSREES Funding Mechanisms

• Competitive Grants CSREES awards competitive
  grants for fundamental and applied research,
  extension and higher education activities as well
  as integrated programs.
• Formula Grants CSREES provides funds for
  research and extension to land-grant institutions
  (1862,1890, 1994).
• Non-Competitive Grant Programs Projects
  specifically directed by Congress (or other
  mechanisms) to support designated institution(s).

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Funding Portfolio 4-H Youth Development

• 20 of Smith-Lever Funds allocated to 4-H youth
  development across the country.
• Determination of how Smith-Lever funds are
  allocated is at the direction of the State
  Director of Cooperative Extension and other
  administrators.
• Smith-Lever funds can leverage considerable,
  additional public and private resources on the
  state, county, and parish level across the
  country.
• 8.1 million through CYFAR competitive process.
• Competitive process initiated in early 2009
• Funding leverages additional financial and human
  resources at the state, county, and parish level
  across the country.
• 1.8 million through Rural Youth Development
  competitive process.
• Funds support youth development programs and
  include 4-H, Girl Scouts and FFA.

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Funding Portfolio4-H Youth Development

• 28.0 million from Interagency Award Agreements
  supporting military youth programs.
• Funding support for programs in nearly every
  state in the U.S.
• Ongoing partnership that builds on the strengths
  of all partners.
• 65,000 on Interagency Agreement with Fish
  Wildlife Services.
• Supports program recognition by recognition a
  Program of Distinction
• Focused on program development related to outdoor
  education, natural resources, and the environment.

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Future Focus

• Establish relationships with other Federal
  agencies to strengthen funding portfolio and
  communicate additional funding opportunities to
  state 4-H programs.
• Expand partnership with the Department of Defense
  to meet the needs of the future youth
  professional workforce and of youth, families,
  communities, including the military.
• Language in Agriculture Food Research Initiative
  and other Agency competitive processes for 4-H
  youth development to be visibly eligible and
  competitive.
• Demonstrate the power of the federal
  contribution/partnership in leveraging public and
  private resources.

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ESSENTIAL ELEMENTS OF 4-H YOUTH DEVELOPMENT
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Why 4-H Mission Mandates

• Science, Engineering, Technology Healthy
  Living Citizenship
• Our history is grounded in science, engineering,
  and technology healthy living and citizenship.
• Represents the expertise of the Land Grant
  University and United States Department of
  Agriculture (CSREES).
• Lead to stronger and more effective youth
  programs, staff and volunteer development,
  evaluation, and financial and human resource
  support.

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Mission MandatesScience Engineering Technology

• Science, Engineering Technology
• Focus on curriculum development, professional
  development, and evaluation.
• Building partnerships with regional and national
  organizations to strengthen local programs.
• Private support secured by National 4-H Council.
• Evolving focus for 4-H programs across the
  country through staffing, fundraising, and local
  partnerships.
• Co-Chairs Beth Birnstihl (NE) and Bob Horton
  (OH)

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Mission MandatesCitizenship

• Development of framing document to begin moving
  forward on specific tasks.
• Establishing key partnerships on the federal
  level to move mission mandate work forward.
• Identifying additional 4-H faculty/staff to serve
  on the overall leadership group.
• Co-Chairs Gail Long (TX) and Dorothy Freeman
  (MN)

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Mission MandatesHealthy Living

• Strategic Framework and Literature Review
  completed and Institutional Liaisons being
  recruited.
• Documents will assist state teams in their
  planning.
• Private funding secured by National 4-H Council
  to carry-out the work of the task force.
• Co-Chairs Cheri Booth (MI) and Daniel Perkins
  (PA)

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Opportunities

• Serve as a member of a competitive peer review
  panel (CYFAR, AFRI, other federal agencies)
• Serve as a curriculum coach or reviewer
• Planning team for National 4-H Conference
• Member of teams (mission mandates, etc.)
• Apply for competitive grants
• Programs of Distinction (apply or review)
• Liaison for one of the mission mandate or other
  initiative (i.e., professional development) areas

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4-H Name Emblem

• The 4-H Name Emblem are official, federal
  marks protected by 18 U.S.C. 707 and entrusted
  by Congress to the Secretary of Agriculture.
• Primary consideration for granting authorization
  to use the 4-H Name and/or Emblem is for the
  educational and character-building purposes of
  the 4-H Youth Development Program and can be used
  only as authorized by the statute.
• National 4-H Headquarters policy is not to
  provide authorization to
• (1) commercial firms, vendors or organizations
  that would profit from the use of the 4-H Name
  and/or Emblem for merchandise, supplies, products
  and/or services, or (2) when intended for or
  available to the general public with no benefit
  to the educational goals and objectives of the
  4-H Youth Development Program. This is
  applicable for all levels of the Cooperative
  Extension System.

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4-H Name Emblem

• The Secretary of Agriculture is the authorizing
  agent. The Secretary has delegated
  responsibility for the proper use of the 4-H Name
  Emblem to National 4-H Headquarters.
• Land-Grant Universities and the Cooperative
  Extension System have been given the
  authorization to use the 4-H Name Emblem. This
  includes use of the 4-H Name Emblem by duly
  authorized 4-H clubs (chartered clubs).
• Private organizations and commercial vendors have
  additional limitations in their use of the 4-H
  Name Emblem.

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4-H Name Emblem

• If distribution of a project desired by
  Cooperative Extension is (1) limited
  geographically to a county or state, (2) a 4-H
  club/local/county/state program is identified,
  and (3) the vendor is only operating within that
  area (over time), then the county or state 4-H
  extension office may approve commercial use so
  long as use meets the requirements of the statute
  and is consistent with USDA policies.
• All other commercial requests for use of the 4-H
  Name and/or Emblem require federal review via the
  OMB-approved application form. This includes any
  instances when activity is taking place across
  state lines.

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4-H Name Emblem

• National 4-H Headquarters uses the OMB-approved
  Application for Authorization to Use the 4-H
  Name or Emblem.
• The current form expires 3/31/09 but may be used
  until we post an OMB-approved updated form. OMB
  is continuing to review routine paperwork to
  reauthorize the form, which we do every 3 years.
• Currently, for most commercial applications,
  National 4-H Headquarters is working with
  National 4-H Council to secure licensing
  agreementsto ensure royalties come back into the
  4-H programprior to federal authorization is
  granted.

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4-H Name Emblem

• For commercial vendors, operating at any level,
  to legally use the 4-H Name and/or Emblem
• All must have written authorization which
  includes
• Information alerting the vendor that the 4-H Name
  Emblem are federally protected marks under 18
  U.S.C. 707
• The specific product/project for which permission
  is being granted to the vendor (never a blanket
  permission)
• A specified duration for the use
• Basic graphic standards, including that for all
  print materials other items where it is
  feasible, the words 18 U.S.C. 707 must be used
  as an integral part of the 4-H Emblem
• Notification reserving the right to review,
  inspect and withdraw approval at any time

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4-H Name Emblem

• Any use of the 4-H Name Emblem is forbidden if
  it exploits the 4-H programs, its volunteer
  leaders or the 4-H youth participants or the
  USDA, CSREES or the land-grant institutions, or
  their employees.
• Authorization to use the 4-H Name and/or Emblem
  does not grant the applicant exclusive right to
  the 4-H Name or Emblem for the stated, or any
  other, purpose.
• The 4-H Name Emblem are not be used to endorse
  (or appear to endorse) a program, product or
  service.

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4-H Name Emblem

• Other resources, go to http//www.national4-hheadq
  uarters.gov/ to review 4-H NE regulations and
  fact sheets, including
• Using the 4-H Name Emblem guide (the graphic
  standards)
• Application for Use
• Granting Authorization to Use the 4-H Name or
  Emblem
• 4-H Name and Emblem Authorization Continuum
• Reporting 4-H Name Emblem Violations
• What is a 4-H Club?
• Naming a 4-H Club
• Charters The Key to Official Recognition
  Electronic charters (black white and color)
  are posted on the State 4-H Program Leader
  Intranet Site
• Fundraising Private Support for the 4-H Program
  
• 4-H Fundraising Sponsorships and Promotions

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4-H Tax Exempt Status

• 4-H tax exemption mythology
• Im 4-H, so my club/group is tax exempt
• Im 4-H and I have an EIN, so my club/group is
  tax exempt
• Im 4-H, so my club/group is a 501(c)3
  organization
• My club has an EIN, which means, I have a tax
  exempt number
• My 4-H club has an EIN here, you can use it,
  too, for your 4-H club
• My 4-H club is tax exempt, so we dont have to
  pay sales or hotel tax
• My 4-H county program is tax exempt, because its
  4-H and 4-H is tax exempt
• My state/county 4-H foundation is an independent
  501(c)3 and is also eligible for GEN 2704
• I put GEN 2704 on my SS-4, so my club is now
  included under GEN 2704
• Im 4-H, I dont have to file tax forms with the
  IRS

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4-H Tax Exempt Status

• Facts
• Over the years there have been different
  processes for eligible 4-H clubs authorized
  affiliated 4-H organizations to become tax exempt
  (by being listed in the IRS master file for
  Group Exemption Number GEN 2704).
• In 2007, National 4-H Headquarters provided new
  guidance to LGUs regarding
• certification inclusion procedures for
  eligible, qualified 4-H clubs/affiliated 4-H
  organizations to be exempt from federal income
  tax under GEN 2704
• new required filing, beginning January 2008, for
  eligible, qualified 4-H subsidiaries typically
  earning 25,000 or less

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4-H Tax Exempt Status

• 2007 1862 LGUs
• updated EXCEL files, for all eligible, qualified
  4-H subsidiaries in their state, using IRS
  format and coding for National 4-H Headquarters
  to forward to the IRS (or those the LGUs could
  compile by the deadline)
• with certification letters signed by Extension
  Directors
• expecting changes to be updated and new
  organizations become tax exempt under GEN 2704
  when the IRS completed the updates
• March 2008 National 4-H Headquarters completed
  data clean-up and forwarded updates to the IRS
• Summer 2008 Some national GEN 2704 updates were
  made. Data errors included improper coding, EINs
  not matching those on file with the IRS, EINs
  belonging to groups other than those provided
  Data entry stopped.

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4-H Tax Exempt Status

• 2009 GEN 2704 remains under review.
• Technically, most 4-H clubs affiliated 4-H
  organizations are not tax exempt because they are
  not listed in the IRS master file for GEN 2704
  (or if so, may not reflect current data).
• All eligible, qualified 4-H subsidiaries must
  file the appropriate 990 form on time.
• Many 990-N filers will not be successful because
  their record is not current in the IRS master
  file for GEN 2704.
• These organizations MUST save evidence of success
  or failure. For those that were unsuccessful,
  thank your leaders for following instructions,
  they did what they were asked to do, and assure
  them that National 4-H Headquarters the IRS
  continue working on resolving 4-H tax exemption
  issues.

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4-H Tax Exempt Status

• LGUs need to continue tracking their own 4-H
  subsidiaries using the EXCEL spreadsheets
• National 4-H Headquarters the IRS are working
  together to resolve issues were in a holding
  pattern until we have a new ruling or some other
  official guidance regarding how 4-H clubs and
  affiliated 4-H organizations can continue to be
  exempt from federal income tax.
• The IRS is being very supportive but know that
  this is complex, there are a lot of moving parts,
  and when it comes right down to it, 4-H is a
  unique being based in a federal agency,
  operated on the ground level in every county
  through the Land Grant Universities.

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4-H Tax Exempt Status

• The road ahead?
• Use the February PWG addendum and watch for any
  additional guidance we send to State 4-H Leaders
  Extension Directors.
• We hope to have interim guidance to share come
  late spring/summer.
• We march on with some things on hold, some
  things on go. No more false starts. Were
  taking the time, with the IRS, to get this right.
  No matter what comes next, much of the journey
  remains it will be a long road we travel.

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Important Resources

• Find Youth Info
• Grants.gov
• National 4-H Council Grants
• Programs of Distinction
• 4-H Policies Procedures
• National Learning Priorities
• Agriculture Food Research Initiative
• After School Alliance (note funding
  opportunities)
• Corporation for National Community Service
• The Finance Project