UNITED PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION INC

EIN: 311014204 501(c)(3)

MIDWAY, KY

Total Revenue
$1,095,149
Total Expenses
$823,876
Total Assets
$3,189,729
Net Assets
$3,156,165
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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
KY
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

TO EDUCATE THE PUBLIC IN GENERAL HORSEMANSHIP AND MATTERS RELATED TO THE WELFARE OF HORSES BY ANY MEANS CONDUCIVE TO THAT END; TO EDUCATE AND TRAIN INDIVIDUALS IN THE ART OF HORSEMANSHIP; TO ENCOURAGE AND PROMOTE HORSE SHOWS AND STIMULATE INTEREST IN AND AWARENESS OF THE GENERAL PUBLIC IN HORSE SHOWS; TO ENCOURAGE, PROMOTE, AND ADVANCE PARTICIPATION IN EQUESTRIAN ACTIVITIES THROUGH EDUCATION AND SCIENCE; TO UNDERTAKE EDUCATIONAL PROGRAMS IN EQUESTRIAN ACTIVITIES THROUGH DISSEMINATION OF EQUESTRIAN EDUCATIONAL MATERIALS; TO AWARD SCHOLARSHIPS TO AMATEUR CONTESTANTS IN CERTAIN CLASSES OF SHOW HORSE COMPETITIONS.

Program Service Accomplishments

Program 1
Expenses: $254,795 Revenue: $136,512

UPHA RIBBONS OF SERVICE - SADDLESEAT EQUITATION RIDERS COMPETE WITH EACH OTHER TO RAISE FUNDS FOR AN APPROVED CHARITY. THE PROGRAM REQUIRES THE EQUITATION RIDERS TO COMMIT A DESIGNATED NUMBER OF...

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UPHA RIBBONS OF SERVICE - SADDLESEAT EQUITATION RIDERS COMPETE WITH EACH OTHER TO RAISE FUNDS FOR AN APPROVED CHARITY. THE PROGRAM REQUIRES THE EQUITATION RIDERS TO COMMIT A DESIGNATED NUMBER OF HOURS TO THEIR CHOSEN CHARITY AND TO HELP RAISE AWARENESS AND FUNDS.

Program 2
Expenses: $144,004 Revenue: $112,264

AMERICAN ROYAL PROGRAM - THE UPHA FOUNDATION AND THE AMERICAN ROYAL FOUNDATION PARTNER FOR THE UPHA AMERICAN ROYAL NATIONAL CHAMPIONSHIP HORSE SHOW HELD ANNUALLY IN NOVEMBER AT THE AMERICAN ROYAL...

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AMERICAN ROYAL PROGRAM - THE UPHA FOUNDATION AND THE AMERICAN ROYAL FOUNDATION PARTNER FOR THE UPHA AMERICAN ROYAL NATIONAL CHAMPIONSHIP HORSE SHOW HELD ANNUALLY IN NOVEMBER AT THE AMERICAN ROYAL COMPLEX/HALE ARENA IN KANSAS CITY, MISSOURI, TO ENCOURAGE AND PROMOTE HORSE SHOWS, STIMULATE INTEREST IN AND AWARENESS OF THE GENERAL PUBLIC IN HORSE SHOWS AND EFFECT A BETTER UNDERSTANDING AMONG ASSOCIATIONS HOLDING EXHIBITIONS OF HORSES, TO PROMOTE AND ADVANCE PARTICIPATION IN EQUESTRIAN ACTIVITIES AND INCREASE AWARENESS OF EQUESTRIAN SPORT.

Program 3
Expenses: $105,319

UPHA EXCEPTIONAL CHALLENGE CUP - PROGRAM FOR HANDICAPPED RIDERS TO COMPETE IN A NATIONAL CHAMPIONSHIP EQUITATION CLASS AT THE AMERICAN ROYAL CHAMPIONSHIP HORSE SHOW IN KANSAS CITY, MISSOURI EACH...

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UPHA EXCEPTIONAL CHALLENGE CUP - PROGRAM FOR HANDICAPPED RIDERS TO COMPETE IN A NATIONAL CHAMPIONSHIP EQUITATION CLASS AT THE AMERICAN ROYAL CHAMPIONSHIP HORSE SHOW IN KANSAS CITY, MISSOURI EACH NOVEMBER.

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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%)

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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
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Governance

Voting Members
6
Independent Members
6
Employees
4
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
9
$97,203
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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