Form 990 for tax year 2023
Filed by UPHA MEMBERSHIP ORGANIZATION INC.
Totals
- Total revenue
- $487,274
- Total expenses
- $862,996
- Contributions and grants received
- $216,565
- Grants paid
- $0
- Program service revenue
- $263,729
- Investment income
- $6,980
- Other revenue
- $0
- Total assets, end of year
- $1,037,078
- Total liabilities, end of year
- $770,530
- Net assets or fund balances, end of year
- $266,548
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $664,733
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.
-
1b · Membership dues
$155,253
-
1d · Related organizations
$61,312
-
2a · Program service revenue: CLASSICS
total $153,980 · related or exempt $153,980
-
2b · Program service revenue: CONFERENCE
total $104,015 · related or exempt $104,015
-
2c · Program service revenue: EQUITATION PROGRAM
total $5,734 · related or exempt $5,734
-
3 · Investment income
total $6,980 · excluded $6,980
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $61,312
-
11b · Fees: legal
total $12,506
-
12 · Advertising and promotion
total $4,470
-
13 · Office expenses
total $22,292
-
14 · Information technology
total $3,145
-
16 · Occupancy
total $8,067
-
17 · Travel
total $9,567
-
23 · Insurance
total $13,801
-
24a · Other expenses: CONFERENCE
total $445,280
-
24b · Other expenses: CLASSICS EVENTS
total $217,370
-
24c · Other expenses: CHALLENGE CUP
total $32,439
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $15,938
-
24e · All other expenses
total $16,809
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $612,674 · end of year $838,668
-
4 · Accounts receivable
beginning of year $2,450 · end of year $2,450
-
10a · Land, buildings and equipment: cost or other basis
$56,707
-
10b · Land, buildings and equipment: accumulated depreciation
$11,221
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $45,486
-
11 · Investments: publicly traded securities
beginning of year $127,955 · end of year $150,474
-
25 · Other liabilities
beginning of year $116,355 · end of year $770,530
-
29 · Capital stock, trust principal or current funds
beginning of year $200,294 · end of year $200,294
-
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 $426,430 · end of year $66,254
Mission and programs · 2023
Mission
TO BETTER CONDITIONS OF THOSE ENGAGED IN THE PURSUIT OF VARIOUS EQUINE RELATED ACTIVITIES; TO SUPPORT RESEARCH AIMED AT IMPROVING THE HORSE AS A SPECIES; AND TO PROMOTE THE DEVELOPMENT OF A HIGHER DEGREE OF EFFICIENCY FOR ITS MEMBERS IN THEIR EFFORTS TO IMPROVE THE GENERAL CONDITION OF THE SHOW HORSE INDUSTRY.
Activities or mission (Part I)
TO BETTER CONDITIONS OF THOSE ENGAGED IN THE PURSUIT OF VARIOUS EQUINE RELATED ACTIVITIES.
-
CONFERENCE - UPHA HOLDS AN ANNUAL CONFERENCE AT WHICH IDEAS AND INDUSTRY CONCERNS ARE DISCUSSED AND HONORS ARE BESTOWED ON OUTSTANDING TRAINERS, RIDERS, HORSES AND SHOWS. THERE ARE ANNUAL AWARDS FOR HORSEPERSON OF THE YEAR, HORSES AND PONIES OF THE YEAR, AND DISTINGUISHED SERVICE AWARDS. IN ADDITION, AN OUTSTANDING INDIVIDUAL IS INDUCTED INTO THE UPHA HALL OF FAME.
Expenses $445,280 · Revenue $104,015
-
CLASSICS PROGRAM - THE UPHA CLASSICS ORIGINATED IN 1974 TO STIMULATE INTEREST IN YOUNG HORSES AND TO PROVIDE OWNERS AND TRAINERS AN OPPORTUNITY TO RECEIVE SUBSTANTIAL PRIZE MONEY. IN 1977, THE FIRST UPHA SADDLEBRED CLASSIC GRAND CHAMPIONSHIPS WERE HELD AT THE AMERICAN ROYAL HORSE SHOW IN KANSAS CITY, MO. NOW, LOCAL QUALIFYING CLASSES, AS WELL AS CLASSIC GRAND CHAMPIONSHIPS, ARE HELD FOR SADDLEBREDS, MORGANS AND HACKNEY PONIES. THE UPHA CLASSICS IS A WELL-PLANNED AND PROVEN PROGRAM THAT CONTRIBUTES TO THE GROWTH AND PROSPERITY OF THE SHOW HORSE INDUSTRY. THE INTENT IS TO PROMOTE A HIGH CALIBER EVENT AND GENERATE A GREATER PRIZE MONEY RETURN FOR YOUNG SHOW HORSES.
Expenses $217,370 · Revenue $153,980
-
EQUITATION PROGRAM - THE PROGRAM WAS FORMED TO STIMULATE INTEREST IN THE ART OF SADDLESEAT EQUITATION BY HOSTING CLINICS AND EVENTS.
Expenses $2,083 · Revenue $5,734
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jimmy RobertsonJIMMY ROBERTSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
Paul BoonePAUL BOONE
FIRST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
Kristen CarterKRISTEN CARTER
SECOND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
Melissa SmithMELISSA SMITH
SECRETARY
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
Chuck HerbertCHUCK HERBERT
TREASURER
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
Cindy MugnierCINDY MUGNIER
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
James TaylorJAMES TAYLOR
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
James NicholsJAMES NICHOLS
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 5 + 6 related
-
Matthew RobertsMATTHEW ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Suzanne HaberekSUZANNE HABEREK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Mark BodnarMARK BODNAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kent SwallaKENT SWALLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Avery ScheurichAVERY SCHEURICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Bill WallerBILL WALLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Todd GrahamTODD GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Wendy CarneyWENDY CARNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Sarah Lawson BarclaySARAH LAWSON BARCLAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Evan OrrEVAN ORR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Phil PricePHIL PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Page ChampionPAGE CHAMPION
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Nealia McCrackenNEALIA MCCRACKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Sarah RussellSARAH RUSSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Leslie MelvinLESLIE MELVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kayla Wooters KlaasKAYLA WOOTERS KLAAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Caitlin IlichCAITLIN ILICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Ashley Cook - FletcherASHLEY COOK - FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jennifer MellenkampJENNIFER MELLENKAMP
EXECUTIVE DIRECTOR
- Total calculated
- $97,203
- From this org
- $0
- From related orgs
- $87,052
- 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
No itemized grants to organizations 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.
-
UNITED PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION INC
501(C)(3) · CONDUCTING CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES · KY · controlled entity
Directly controlled by UPHA MEMBERSHIP ORGANIZATION INC
-
DEWEY HENDERSON UNITED PROFESSIONAL HORSEMENS MEMBERSHIP ORG FUND TRUST
501(C)(3) · TO SUPPORT MEMBER FAMILIES OF UPHA IN THE EVENT OF A CATASTROPHIC OCCURRENCE · KY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413129349301301
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