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Nonprofiteer
← UNITED PROFESSIONAL HORSEMENS FOUNDATION

Form 990 for tax year 2023

Filed by UNITED PROFESSIONAL HORSEMENS FOUNDATION.

Totals

Total revenue
$1,095,149
Total expenses
$823,876
Contributions and grants received
$597,306
Grants paid
$337,679
Program service revenue
$342,119
Investment income
$89,324
Other revenue
$66,400
Total assets, end of year
$3,189,729
Total liabilities, end of year
$33,564
Net assets or fund balances, end of year
$3,156,165
Program services expenses (Part IX)
$617,310
Management and general expenses
$87,300
Fundraising expenses
$119,266
Program service expenses (Part III)
$617,310

Program services were 74.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $3,000

  • 1f · All other contributions, gifts and grants

    $594,306

  • 2a · Program service revenue: RIBBONS OF SERVICE

    total $136,512 · related or exempt $136,512

  • 2b · Program service revenue: AMERICAN ROYAL

    total $112,264 · related or exempt $112,264

  • 2c · Program service revenue: CLASSICS

    total $77,500 · related or exempt $77,500

  • 2d · Program service revenue: OPEN GATE

    total $15,843 · related or exempt $15,843

  • 3 · Investment income

    total $89,324 · excluded $89,324

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $3,000

  • 8b · Fundraising events: direct expenses

    $3,687

  • 8c · Net income from fundraising events

    total -$3,687 · excluded -$3,687

  • 9a · Gaming: gross income

    $1,800

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $1,800 · excluded $1,800

  • 11a · Other revenue: REIMB EMPLOYEE SHARING

    total $61,312 · related or exempt $61,312

  • 11b · Other revenue: MISCELLANEOUS

    total $6,975 · related or exempt $6,975

  • 11e · Other revenue, total

    $68,287

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $262,332 · program services $262,332

  • 2 · Grants to domestic individuals

    total $75,347 · program services $75,347

  • 5 · Compensation of officers, directors and key employees

    total $97,203 · program services $58,322 · management and general $29,160 · fundraising $9,721

  • 7 · Other salaries and wages

    total $113,664 · program services $15,252 · management and general $7,626 · fundraising $90,786

  • 8 · Pension plan contributions

    total $5,398 · program services $1,739 · management and general $869 · fundraising $2,790

  • 9 · Other employee benefits

    total $7,626 · program services $412 · management and general $206 · fundraising $7,008

  • 10 · Payroll taxes

    total $15,354 · program services $5,162 · management and general $2,581 · fundraising $7,611

  • 11b · Fees: legal

    total $19,175 · management and general $19,175

  • 11g · Fees: other

    total $15,092 · management and general $15,092

  • 13 · Office expenses

    total $251 · management and general $176 · fundraising $75

  • 14 · Information technology

    total $285 · management and general $285

  • 16 · Occupancy

    total $11,488 · program services $6,893 · management and general $3,446 · fundraising $1,149

  • 23 · Insurance

    total $1,264 · program services $759 · management and general $379 · fundraising $126

  • 24a · Other expenses: AMERICAN ROYAL

    total $123,350 · program services $123,350

  • 24b · Other expenses: EXCEPTIONAL CHALLENGE C

    total $53,214 · program services $53,214

  • 24c · Other expenses: OPEN GATE LEARNING CENT

    total $14,393 · program services $14,393

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $8,305 · management and general $8,305

  • 24e · All other expenses

    total $135 · program services $135

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $917,645 · end of year $446,355

  • 2 · Savings and temporary cash investments

    beginning of year $225,525 · end of year $758

  • 10a · Land, buildings and equipment: cost or other basis

    $8,743

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,743

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,370,008 · end of year $1,894,421

  • 15 · Other assets

    beginning of year $194,020 · end of year $848,195

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,645 · end of year $5,570

  • 25 · Other liabilities

    beginning of year $27,994 · end of year $27,994

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,015,330 · end of year $1,015,330

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,659,229 · end of year $2,140,835

Mission and programs · 2023

Mission

TO EDUCATE THE PUBLIC IN GENERAL HORSEMANSHIP AND MATTERS RELATED TO THE WELFARE OF HORSES BY ANY MEANS CONDUCIVE TO THAT END; TO EDUCATE AND TRAIN INDIVIDUALS IN THE ART OF HORSEMANSHIP; TO ENCOURAGE AND PROMOTE HORSE SHOWS AND STIMULATE INTEREST IN AND AWARENESS OF THE GENERAL PUBLIC IN HORSE SHOWS; TO ENCOURAGE, PROMOTE, AND ADVANCE PARTICIPATION IN EQUESTRIAN ACTIVITIES THROUGH EDUCATION AND SCIENCE; TO UNDERTAKE EDUCATIONAL PROGRAMS IN EQUESTRIAN ACTIVITIES THROUGH DISSEMINATION OF EQUESTRIAN EDUCATIONAL MATERIALS; TO AWARD SCHOLARSHIPS TO AMATEUR CONTESTANTS IN CERTAIN CLASSES OF SHOW HORSE COMPETITIONS.

Activities or mission (Part I)

CONDUCTING ACTIVITIES FOR EDUCATION OF THE PUBLIC IN GENERAL HORSEMANSHIP.

  • UPHA RIBBONS OF SERVICE - SADDLESEAT EQUITATION RIDERS COMPETE WITH EACH OTHER TO RAISE FUNDS FOR AN APPROVED CHARITY. THE PROGRAM REQUIRES THE EQUITATION RIDERS TO COMMIT A DESIGNATED NUMBER OF HOURS TO THEIR CHOSEN CHARITY AND TO HELP RAISE AWARENESS AND FUNDS.

    Expenses $254,795 · Grants $218,115 · Revenue $136,512

  • AMERICAN ROYAL PROGRAM - THE UPHA FOUNDATION AND THE AMERICAN ROYAL FOUNDATION PARTNER FOR THE UPHA AMERICAN ROYAL NATIONAL CHAMPIONSHIP HORSE SHOW HELD ANNUALLY IN NOVEMBER AT THE AMERICAN ROYAL COMPLEX/HALE ARENA IN KANSAS CITY, MISSOURI, TO ENCOURAGE AND PROMOTE HORSE SHOWS, STIMULATE INTEREST IN AND AWARENESS OF THE GENERAL PUBLIC IN HORSE SHOWS AND EFFECT A BETTER UNDERSTANDING AMONG ASSOCIATIONS HOLDING EXHIBITIONS OF HORSES, TO PROMOTE AND ADVANCE PARTICIPATION IN EQUESTRIAN ACTIVITIES AND INCREASE AWARENESS OF EQUESTRIAN SPORT.

    Expenses $144,004 · Revenue $112,264

  • UPHA EXCEPTIONAL CHALLENGE CUP - PROGRAM FOR HANDICAPPED RIDERS TO COMPETE IN A NATIONAL CHAMPIONSHIP EQUITATION CLASS AT THE AMERICAN ROYAL CHAMPIONSHIP HORSE SHOW IN KANSAS CITY, MISSOURI EACH NOVEMBER.

    Expenses $105,319 · Grants $37,000

  • OPEN GATE LEARNING CENTER IS AN ON-SITE STUDY AND LEARNING CNETER FOR YOUNG EQUESTRIANS WHO ARE COMPETING FOR A NATIONAL WORLD TITLE.

    Expenses $16,803 · Revenue $15,843

  • MARIA KNIGHT SCHOLARSHIP FUND AWARDS SCHOLARSHIPS TO THE CHILDREN OF PROFESSIONAL (ACTIVE MEMBER) HORSE TRAINERS BASED ON ACADEMIC MERIT AND FINANCIAL NEED.

    Expenses $16,055 · Grants $13,752

  • UPHA CLASSICS - CLASSES HELD THROUGHOUT THE YEAR AND A GRAND CHAMPIONSHIP HELD FOR SADDLEBREDS, MORGANS, AND HACKNEY PONIES, IN ORDER TO CONTRIBUTE TO THE GROWTH AND PROSPERITY OF THE SHOW HORSE INDUSTRY.

    Revenue $77,500

  • PROGRAM SUPPORT - THE UPHA ANALYZES AND EVALUATES THE NEEDS OTHER ORGANIZATIONS DEDICATED TO PROVIDING EDUCATION AND SCIENCE PROGRAMS IN EQUESTRIAN FIELDS. IN THE EVENT THAT THESE ORGANIZATIONS MEET CERTAIN REQUIREMENTS, THE BOARD OF DIRECTORS WILL APPROVE CONTRIBUTIONS.

    Expenses $80,334 · Grants $68,812 · Revenue $68,287

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Taylor

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Jimmy Robertson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 6 related

  • James Nichols

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Kristen Cater

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 6 related

  • Paul Boone

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Chuck Herbert

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 6 related

  • Cindy Mugnier

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 6 related

  • Melissa Smith

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 6 related

  • Jennifer Mellenkamp

    EXECUTIVE DIRECTOR

    Total calculated
    $97,203
    From this org
    $87,052
    From related orgs
    $0
    Other
    $10,151
    Hours/week
    20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202423129349301302

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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