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Connect 4-H program leaders and specialist with the federal government partner. ... Schmiesing National Program Leader, 4-H Youth Development ... – PowerPoint PPT presentation

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Title: New

New Newer 4-H Program Leaders Specialist
  • March 27, 2009

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

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

United States Department of Agriculture
(No Transcript)
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
  • Commitment from the Administrators Office.

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

National 4-H HeadquartersPeople
  • 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

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

4-H Headquarters Staff
  • Ryan J. Schmiesing
  • Nancy Valentine
  • Lisa Lauxman
  • Glenn Applebee
  • Janice Clark
  • Lisa Hampton
  • Eddy Mentzer
  • Maria Arnold
  • Bianca Johnson
  • Suzanne LeMenestrel
  • Jim Kahler

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).

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
  • Smith-Lever funds can leverage considerable,
    additional public and private resources on the
    state, county, and parish level across the
  • 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.

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.

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
  • Demonstrate the power of the federal
    contribution/partnership in leveraging public and
    private resources.

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

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
  • Co-Chairs Beth Birnstihl (NE) and Bob Horton

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

Mission MandatesHealthy Living
  • Strategic Framework and Literature Review
    completed and Institutional Liaisons being
  • Documents will assist state teams in their
  • 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

  • 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

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.

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.

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.

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

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
  • 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
  • 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

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

4-H Name Emblem
  • Other resources, go to http//www.national4-hheadq to review 4-H NE regulations and
    fact sheets, including
  • Using the 4-H Name Emblem guide (the graphic
  • Application for Use
  • Granting Authorization to Use the 4-H Name or
  • 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

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
  • 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

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

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
  • 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.

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

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.

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.

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