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← HOLSTEIN FRIESIAN ASSOCIATION OF AMERICA

Form 990 for tax year 2022

Filed by HOLSTEIN FRIESIAN ASSOCIATION OF AMERICA.

Totals

Total revenue
$20,240,863
Total expenses
$19,453,158
Contributions and grants received
$2,080,271
Grants paid
$442,738
Program service revenue
$17,205,747
Investment income
$949,872
Other revenue
$4,973
Total assets, end of year
$37,108,959
Total liabilities, end of year
$8,001,583
Net assets or fund balances, end of year
$29,107,376
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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

    $375,940

  • 1e · Government grants (contributions)

    $1,640,555

  • 1f · All other contributions, gifts and grants

    $63,776

  • 2a · Program service revenue: REGISTRY SERVICES

    total $8,427,470 · related or exempt $8,421,784 · unrelated business $5,686

  • 2b · Program service revenue: HOLSTEIN COMPLETE

    total $3,573,106 · related or exempt $3,573,106

  • 2c · Program service revenue: GENETICS SERVICES

    total $2,071,120 · related or exempt $2,061,299 · unrelated business $9,821

  • 2d · Program service revenue: CLASSIFICATION SERVICE

    total $1,591,339 · related or exempt $1,545,374 · unrelated business $45,965

  • 2e · Program service revenue: DAIRY RECORDS PROCESSI

    total $1,248,536 · related or exempt $1,248,536

  • 2f · All other program service revenue

    total $294,176 · related or exempt $65,025 · unrelated business $229,151

  • 3 · Investment income

    total $1,462,108 · excluded $1,462,108

  • 6a · Gross rents

    real property $4,973

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $4,973

  • 6d · Net rental income or loss

    total $4,973 · excluded $4,973

  • 7a · Gross sales of assets other than inventory

    securities $5,150,909

  • 7b · Less cost or other basis and sales expenses

    securities $5,663,145

  • 7c · Gain or loss

    securities -$512,236

  • 7d · Net gain or loss

    total -$512,236 · excluded -$512,236

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $442,738

  • 5 · Compensation of officers, directors and key employees

    total $599,871

  • 7 · Other salaries and wages

    total $5,797,962

  • 8 · Pension plan contributions

    total $1,202,504

  • 9 · Other employee benefits

    total $1,671,069

  • 10 · Payroll taxes

    total $494,980

  • 11b · Fees: legal

    total $42,400

  • 11c · Fees: accounting

    total $60,199

  • 11f · Fees: investment management

    total $95,301

  • 11g · Fees: other

    total $475,871

  • 12 · Advertising and promotion

    total $399,621

  • 13 · Office expenses

    total $703,858

  • 14 · Information technology

    total $424,439

  • 16 · Occupancy

    total $342,031

  • 17 · Travel

    total $1,208,346

  • 19 · Conferences, conventions and meetings

    total $112,049

  • 22 · Depreciation, depletion and amortization

    total $371,278

  • 23 · Insurance

    total $126,434

  • 24a · Other expenses: EARTAGS FOR RESALE

    total $4,087,112

  • 24b · Other expenses: GENOTYPING & OTHER PROG

    total $559,688

  • 24c · Other expenses: OTHER

    total $171,631

  • 24d · Other expenses: FOREIGN MKT DEVELOPMENT

    total $63,776

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $628,459 · end of year $689,338

  • 2 · Savings and temporary cash investments

    beginning of year $2,320,172 · end of year $715,271

  • 4 · Accounts receivable

    beginning of year $2,659,335 · end of year $2,854,881

  • 7 · Other notes and loans receivable

    beginning of year $480,376 · end of year $593,449

  • 8 · Inventories for sale or use

    beginning of year $77,952 · end of year $79,680

  • 9 · Prepaid expenses and deferred charges

    beginning of year $482,258 · end of year $498,197

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

    $17,462,106

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

    $12,333,224

  • 10c · Land, buildings and equipment, net

    beginning of year $5,047,931 · end of year $5,128,882

  • 11 · Investments: publicly traded securities

    beginning of year $31,191,613 · end of year $26,549,261

  • 17 · Accounts payable and accrued expenses

    beginning of year $672,662 · end of year $1,193,435

  • 19 · Deferred revenue

    beginning of year $2,338,855 · end of year $2,111,907

  • 24 · Unsecured notes and loans payable

    beginning of year $1,640,555 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,645,339 · end of year $4,696,241

  • 27 · Net assets without donor restrictions

    beginning of year $30,590,685 · end of year $29,107,376

Mission and programs · 2022

Mission

PROVIDE LEADERSHIP, INFORMATION AND SERVICES TO HELP MEMBERS AND DAIRY PRODUCERS WORLDWIDE BE SUCCESSFUL.

Activities or mission (Part I)

PERMANENT IDENTIFICATION OF PUREBRED HOLSTEIN DAIRY CATTLE; COLLECTION AND DISSEMINATION OF MILK PRODUCTION & PHYSICAL TRAIT DATA; AND BREEDER ASSISTANCE & EDUCATION.

  • PERMANENT IDENTIFICATION OF PUREBRED HOLSTEIN DAIRY CATTLE, RECORDING OWNERSHIP TRANSACTIONS, MAINTAINING PROGENY RECORDS: IDENTIFIED 586,663 ANIMALS THROUGH REGISTRATION AND BASIC ID PROGRAMS AND RECORDED 72,919 OWNERSHIP TRANSFERS.

  • COLLECTION OF MILK PRODUCTION AND PHYSICAL TRAIT DATA, EVALUATION AND DISSEMINATION OF INFORMATION: 236,190 ANIMALS CLASSIFIED & EVALUATED; 4,572 HERDS PARTICIPATED IN DAIRY HERD IMPROVEMENT; 371,097 ANIMALS AND 2,975 HERDS PARTICIPATED IN THE TRISTAR PROGRAM; 92,496 PEDIGREES ISSUED; 4,402 COPIES OF THE SIRE SUMMARY ISSUED; PROCESSED DAIRY RECORDS AND RECORDED MILK PRODUCTION OF 1,005,644 ANIMALS FROM 471 HERDS.

  • BREEDER ASSISTANCE AND EDUCATION: 1,348 HERDS PARTICIPATED IN SIRE EVALUATION.

As filed on the 2022 return.

Listed in Part VII

  • John A Andersen

    DIRECTOR

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John S Burket

    VICE PRESIDENT

    Total calculated
    $3,150
    From this org
    $3,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Robert Webb

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve Keene

    DIRECTOR

    Total calculated
    $4,125
    From this org
    $4,125
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Stephen L Moff

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dwight Rokey

    DIRECTOR

    Total calculated
    $5,100
    From this org
    $5,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Spencer Hackett

    DIRECTOR

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John R Marshman

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Benjamin Newberry

    DIRECTOR

    Total calculated
    $4,200
    From this org
    $4,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jonathan Lamb

    PRESIDENT

    Total calculated
    $14,850
    From this org
    $14,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Corey A Geiger

    PRESIDENT THROUGH JULY 2022

    Total calculated
    $17,325
    From this org
    $17,325
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • William Genasci

    DIRECTOR

    Total calculated
    $3,900
    From this org
    $3,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Peter Dueppengiesser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tony Brey

    DIRECTOR

    Total calculated
    $6,600
    From this org
    $6,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dean Jackson

    DIRECTOR

    Total calculated
    $5,700
    From this org
    $5,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jeffrey King

    DIRECTOR

    Total calculated
    $1,800
    From this org
    $1,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Robert J Wright

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John M Meyer

    EXECUTIVE SECRETARY/CEO

    Total calculated
    $352,608
    From this org
    $317,173
    From related orgs
    $0
    Other
    $35,435
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $317,173
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,435
    Filer's total
    $352,608

  • Barbara M Casna

    TREASURER/CFO

    Total calculated
    $315,767
    From this org
    $273,075
    From related orgs
    $0
    Other
    $42,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,075
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $42,692
    Filer's total
    $315,767

  • Aaron Bristol

    DIRECTOR OF IT

    Total calculated
    $185,097
    From this org
    $148,650
    From related orgs
    $0
    Other
    $36,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,650
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,447
    Filer's total
    $185,097

  • Jeffrey Bewley

    DAIRY ANALYTICS & INNOVATION SCIENTIST

    Total calculated
    $159,666
    From this org
    $141,584
    From related orgs
    $0
    Other
    $18,082
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,584
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,082
    Filer's total
    $159,666

  • Jodi Hoynoski

    EXEC DIR-HOLSTEIN ID & MEMBER SVCS

    Total calculated
    $153,536
    From this org
    $126,788
    From related orgs
    $0
    Other
    $26,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,788
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,748
    Filer's total
    $153,536

  • Lindsey Worden

    EXEC DIR-HOLSTEIN GENETIC SERVICES

    Total calculated
    $155,622
    From this org
    $128,337
    From related orgs
    $0
    Other
    $27,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,337
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,285
    Filer's total
    $155,622

  • Nathan Bolton

    PROGRAM ANALYST

    Total calculated
    $152,485
    From this org
    $117,569
    From related orgs
    $0
    Other
    $34,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,569
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,916
    Filer's total
    $152,485

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • HOLSTEIN FOUNDATION INC

    501(C)(3) · FUNDING RESEARCH, EDUCATION, AND YOUTH ACTIVITIES · MA · controlled entity

    Directly controlled by HOLSTEIN ASSOCIATION USA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • INSINC USA LLC

    DEVELOPS BREED RELATED INFORMATION DATABASES · VT · income $3,911 · assets $14,242

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HOLSTEIN SERVICES INC

    C · SEE SCHEDULE O · MA · 100% owned · share of income -$112,472 · share of assets $96,368 · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202323079349301557

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