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Nonprofiteer
← HOLSTEIN FRIESIAN ASSOCIATION OF AMERICA

Form 990 for tax year 2023

Filed by HOLSTEIN FRIESIAN ASSOCIATION OF AMERICA.

Totals

Total revenue
$17,803,247
Total expenses
$19,624,995
Contributions and grants received
$412,584
Grants paid
$69,680
Program service revenue
$16,446,603
Investment income
$944,060
Other revenue
$0
Total assets, end of year
$38,145,743
Total liabilities, end of year
$7,604,098
Net assets or fund balances, end of year
$30,541,645
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

    $362,080

  • 1f · All other contributions, gifts and grants

    $50,504

  • 2a · Program service revenue: REGISTRY SERVICES

    total $7,640,486 · related or exempt $7,633,497 · unrelated business $6,989

  • 2b · Program service revenue: HOLSTEIN COMPLETE

    total $3,504,686 · related or exempt $3,504,686

  • 2c · Program service revenue: GENETICS SERVICES

    total $2,270,095 · related or exempt $2,260,505 · unrelated business $9,590

  • 2d · Program service revenue: CLASSIFICATION SERVICE

    total $1,558,123 · related or exempt $1,477,388 · unrelated business $80,735

  • 2e · Program service revenue: DAIRY RECORDS PROCESSI

    total $1,203,010 · related or exempt $1,203,010

  • 2f · All other program service revenue

    total $270,203 · related or exempt $66,791 · unrelated business $203,412

  • 3 · Investment income

    total $1,477,606 · excluded $1,477,606

  • 7a · Gross sales of assets other than inventory

    securities $8,924,349

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

    securities $9,457,895

  • 7c · Gain or loss

    securities -$533,546

  • 7d · Net gain or loss

    total -$533,546 · excluded -$533,546

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $69,680

  • 5 · Compensation of officers, directors and key employees

    total $788,242

  • 7 · Other salaries and wages

    total $6,272,397

  • 8 · Pension plan contributions

    total $816,780

  • 9 · Other employee benefits

    total $1,747,673

  • 10 · Payroll taxes

    total $557,751

  • 11b · Fees: legal

    total $44,607

  • 11c · Fees: accounting

    total $57,500

  • 11f · Fees: investment management

    total $90,561

  • 11g · Fees: other

    total $548,367

  • 12 · Advertising and promotion

    total $398,340

  • 13 · Office expenses

    total $677,472

  • 14 · Information technology

    total $499,740

  • 16 · Occupancy

    total $349,200

  • 17 · Travel

    total $1,156,472

  • 19 · Conferences, conventions and meetings

    total $181,972

  • 20 · Interest

    total $10,833

  • 22 · Depreciation, depletion and amortization

    total $467,529

  • 23 · Insurance

    total $138,982

  • 24a · Other expenses: EARTAGS FOR RESALE

    total $3,726,426

  • 24b · Other expenses: GENOTYPING & OTHER PROG

    total $574,502

  • 24c · Other expenses: OTHER

    total $399,465

  • 24d · Other expenses: FOREIGN MKT DEVELOPMENT

    total $50,504

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $689,338 · end of year $677,144

  • 2 · Savings and temporary cash investments

    beginning of year $715,271 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,854,881 · end of year $2,910,050

  • 7 · Other notes and loans receivable

    beginning of year $593,449 · end of year $762,980

  • 8 · Inventories for sale or use

    beginning of year $79,680 · end of year $92,582

  • 9 · Prepaid expenses and deferred charges

    beginning of year $498,197 · end of year $492,979

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

    $17,810,189

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

    $12,608,859

  • 10c · Land, buildings and equipment, net

    beginning of year $5,128,882 · end of year $5,201,330

  • 11 · Investments: publicly traded securities

    beginning of year $26,549,261 · end of year $28,008,678

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,193,435 · end of year $980,453

  • 19 · Deferred revenue

    beginning of year $2,111,907 · end of year $2,169,901

  • 25 · Other liabilities

    beginning of year $4,696,241 · end of year $4,453,744

  • 27 · Net assets without donor restrictions

    beginning of year $29,107,376 · end of year $30,541,645

Mission and programs · 2023

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, AND MAINTAINING PROGENY RECORDS: DURING 2023, THE ASSOCIATION IDENTIFIED 541,607 ANIMALS THROUGH REGISTRATION AND BASIC ID PROGRAMS AND RECORDED 81,199 OWNERSHIP TRANSFERS.

  • COLLECTION OF MILK PRODUCTION AND PHYSICAL TRAIT DATA AND EVALUATION AND DISSEMINATION OF INFORMATION: DURING 2023, 233,835 ANIMALS WERE CLASSIFIED & EVALUATED; 4,513 HERDS PARTICIPATED IN DAIRY HERD IMPROVEMENT; 366,825 ANIMALS AND 2,754 HERDS PARTICIPATED IN THE TRISTAR PROGRAM; 86,064 PEDIGREES WERE ISSUED; 4,044 COPIES OF THE SIRE SUMMARY WERE ISSUED; PROCESSED DAIRY RECORDS AND RECORDED MILK PRODUCTION OF 982,822 ANIMALS FROM 508 HERDS.

  • BREEDER ASSISTANCE AND EDUCATION: DURING 2023, 1,153 HERDS PARTICIPATED IN SIRE EVALUATION.

As filed on the 2023 return.

Listed in Part VII

  • John S Burket

    VICE PRESIDENT

    Total calculated
    $9,900
    From this org
    $9,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Robert Webb

    DIRECTOR

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

  • Steve Keene

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $3,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Stephen L Moff

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $3,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dwight Rokey

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $3,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Spencer Hackett

    DIRECTOR

    Total calculated
    $3,600
    From this org
    $3,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Benjamin Newberry

    DIRECTOR

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

  • Jonathan Lamb

    PRESIDENT

    Total calculated
    $12,150
    From this org
    $12,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Peter Dueppengiesser

    DIRECTOR

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

  • Dean Jackson

    DIRECTOR

    Total calculated
    $3,300
    From this org
    $3,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jeffrey King

    DIRECTOR

    Total calculated
    $2,100
    From this org
    $2,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Robert J Wright

    DIRECTOR

    Total calculated
    $3,300
    From this org
    $3,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Anthony Brey

    DIRECTOR

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

  • David Yocum

    DIRECTOR

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

  • Elizabeth Bullard

    DIRECTOR

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Andrew Lenkaitis

    DIRECTOR

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

  • William Genasci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John M Meyer

    EXECUTIVE SECRETARY/CEO

    Total calculated
    $393,989
    From this org
    $354,210
    From related orgs
    $0
    Other
    $39,779
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $354,210
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $39,779
    Filer's total
    $393,989

  • Barbara M Casna

    TREASURER/CFO

    Total calculated
    $331,303
    From this org
    $284,838
    From related orgs
    $0
    Other
    $46,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,838
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $46,465
    Filer's total
    $331,303

  • Aaron Bristol

    DIRECTOR OF IT

    Total calculated
    $192,275
    From this org
    $152,028
    From related orgs
    $0
    Other
    $40,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,028
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $40,247
    Filer's total
    $192,275

  • Jeffrey Bewley

    DAIRY ANALYTICS & INNOVATION

    Total calculated
    $166,402
    From this org
    $146,593
    From related orgs
    $0
    Other
    $19,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,593
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,809
    Filer's total
    $166,402

  • Lindsey Worden

    EXEC DIR-HOLSTEIN GENETIC SVCS

    Total calculated
    $208,829
    From this org
    $176,224
    From related orgs
    $0
    Other
    $32,605
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,224
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $32,605
    Filer's total
    $208,829

  • Nathan Bolton

    PROGRAM ANALYST

    Total calculated
    $157,624
    From this org
    $119,004
    From related orgs
    $0
    Other
    $38,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,004
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $38,620
    Filer's total
    $157,624

  • Tony Allen

    GENERAL MANAGER, AGRITECH ANALYTICS

    Total calculated
    $153,232
    From this org
    $116,179
    From related orgs
    $0
    Other
    $37,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,179
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $37,053
    Filer's total
    $153,232

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 $5,156 · assets $6,720

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 -$158,189 · share of assets $151,701 · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
11 October 2024
IRS schema version
2023v5.1
Source object
202402919349300915

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