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Nonprofiteer
← UPHA MEMBERSHIP ORGANIZATION INC

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 Robertson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 6 related
  • Paul Boone

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 6 related
  • Kristen Carter

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 6 related
  • Melissa Smith

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 6 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
  • James Taylor

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    5 + 6 related
  • James Nichols

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    5 + 6 related
  • Matthew Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Suzanne Haberek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Mark Bodnar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Kent Swalla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Avery Scheurich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Bill Waller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Todd Graham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Wendy Carney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Sarah Lawson Barclay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Evan Orr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Phil Price

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Page Champion

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Nealia McCracken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Sarah Russell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Leslie Melvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Kayla Wooters Klaas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Caitlin Ilich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Ashley Cook - Fletcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Jennifer 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.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202413129349301301

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