UNITED PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION INC (EIN 311014204) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

JENNIFER MELLENKAMP

Phone

8592315070

Tax Period

2023-01-01 to 2023-12-31

UNITED PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION INC, founded in 1980, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $271K, a strong 25% operating margin.

Mission

CONDUCTING ACTIVITIES FOR EDUCATION OF THE PUBLIC IN GENERAL HORSEMANSHIP.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $597,306

Program Service Revenue $342,119

Investment Income $89,324

Other Revenue $66,400

TOTAL REVENUE $1,095,149

Expense Breakdown

Grants Paid $337,679

Salaries & Benefits $239,245

Fundraising Expenses $119,266

Program Expenses $617,310

Other Expenses $246,952

TOTAL EXPENSES $823,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,095,149	$919,798	+0.2%
Expenses	$823,876	$613,899	+0.3%
Net Income	$271,273	$305,899	-0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

125

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

$97,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES TAYLOR	DIRECTOR AT LARGE	5.00	Officer Director	$0	$0	$0
JIMMY ROBERTSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES NICHOLS	DIRECTOR AT LARGE	5.00	Officer Director	$0	$0	$0
KRISTEN CATER	SECOND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PAUL BOONE	FIRST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHUCK HERBERT	TREASURER	5.00	Officer Director	$0	$0	$0
CINDY MUGNIER	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
MELISSA SMITH	SECRETARY	5.00	Officer Director	$0	$0	$0
JENNIFER MELLENKAMP	EXECUTIVE DIRECTOR	20.00	Officer	$87,052	$10,151	$97,203

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	$1,095,149	$823,876	$3,189,729	$271,273
2022	$919,798	$613,899	$2,707,198	$305,899
2021	$1,019,249	$768,258	$2,711,001	$250,991
2020	$903,834	$620,774	$2,728,269	$283,060
2019	$748,150	$585,344	$2,387,413	$162,806
2018	$787,286	$618,903	$1,918,454	$168,383

UNITED PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION INC