HOLSTEIN ASSOCIATION USA INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1885

Legal Domicile

Principal Officer

JOHN M MEYER

Phone

8022544551

Tax Period

2023-01-01 to 2023-12-31

HOLSTEIN ASSOCIATION USA INC, founded in 1885, is a mid-sized nonprofit that reported $17.8M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $19.6M exceeded revenue, resulting in a 10% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

PERMANENT IDENTIFICATION OF PUREBRED HOLSTEIN DAIRY CATTLE, RECORDING OWNERSHIP TRANSACTIONS, AND MAINTAINING PROGENY RECORDS: DURING 2023, THE ASSOCIATION IDENTIFIED 541,607 ANIMALS THROUGH...

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.

Program 2

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.

Program 3

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $412,584

Program Service Revenue $16,446,603

Investment Income $944,060

Other Revenue $0

TOTAL REVENUE $17,803,247

Expense Breakdown

Grants Paid $69,680

Salaries & Benefits $10,182,843

Fundraising Expenses $0

Other Expenses $9,372,472

TOTAL EXPENSES $19,624,995

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,803,247	$20,240,863	-0.1%
Expenses	$19,624,995	$19,453,158	+0.0%
Net Income	$-1,821,748	$787,705	-3.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

112

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$737,442

Total Directors

$62,950

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S BURKET	VICE PRESIDENT	1.00	Director	$9,900	$0	$9,900
ROBERT WEBB	DIRECTOR	1.00	Director	$3,900	$0	$3,900
STEVE KEENE	DIRECTOR	1.00	Director	$3,600	$0	$3,600
STEPHEN L MOFF	DIRECTOR	1.00	Director	$3,600	$0	$3,600
DWIGHT ROKEY	DIRECTOR	1.00	Director	$3,600	$0	$3,600
SPENCER HACKETT	DIRECTOR	1.00	Director	$3,600	$0	$3,600
BENJAMIN NEWBERRY	DIRECTOR	1.00	Director	$2,400	$0	$2,400
JONATHAN LAMB	PRESIDENT	1.00	Officer Director	$12,150	$0	$12,150
PETER DUEPPENGIESSER	DIRECTOR	1.00	Director	$900	$0	$900
DEAN JACKSON	DIRECTOR	1.00	Director	$3,300	$0	$3,300
JEFFREY KING	DIRECTOR	1.00	Director	$2,100	$0	$2,100
ROBERT J WRIGHT	DIRECTOR	1.00	Director	$3,300	$0	$3,300
ANTHONY BREY	DIRECTOR	1.00	Director	$4,500	$0	$4,500
DAVID YOCUM	DIRECTOR	1.00	Director	$1,800	$0	$1,800
ELIZABETH BULLARD	DIRECTOR	1.00	Director	$2,500	$0	$2,500
ANDREW LENKAITIS	DIRECTOR	1.00	Director	$1,800	$0	$1,800
WILLIAM GENASCI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M MEYER	EXECUTIVE SECRETARY/CEO	39.00	Officer	$354,210	$39,779	$393,989
BARBARA M CASNA	TREASURER/CFO	40.00	Officer	$284,838	$46,465	$331,303
AARON BRISTOL	DIRECTOR OF IT	40.00	Highest	$152,028	$40,247	$192,275
JEFFREY BEWLEY	DAIRY ANALYTICS & INNOVATION	40.00	Highest	$146,593	$19,809	$166,402
LINDSEY WORDEN	EXEC DIR-HOLSTEIN GENETIC SVCS	40.00	Highest	$176,224	$32,605	$208,829
NATHAN BOLTON	PROGRAM ANALYST	40.00	Highest	$119,004	$38,620	$157,624
TONY ALLEN	GENERAL MANAGER, AGRITECH ANALYTICS	40.00	Highest	$116,179	$37,053	$153,232

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$17,803,247	$19,624,995	$38,145,743	$-1,821,748
2022	$20,240,863	$19,453,158	$37,108,959	$787,705
2021	$20,454,102	$18,549,561	$42,888,096	$1,904,541
2020	$18,013,394	$18,149,445	$40,040,839	$-136,051
2019	$18,658,937	$19,094,533	$37,898,711	$-435,596
2018	$19,156,188	$20,339,390	$35,210,312	$-1,183,202