2024-11-07T06:51:48-06:00 2023-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2023-01-01 311014204 UNITED PROFESSIONAL HORSEMEN'S ASSOCIATION FOUNDATION INC UNIT 8592315070 PO BOX 3728 MIDWAY KY 40347 JENNIFER MELLENKAMP EXECUTIVE DIRECTOR 8592315070 2024-11-04 1 0 CHRISTINE N KOENIG P01022180 5024269660 2024-11-01 2023 2024-10-15 13:58:12Z X JENNIFER MELLENKAMP PO BOX 3728 MIDWAY KY 40347 1098836 0 X UPHAONLINE.COM X 1980 KY CONDUCTING ACTIVITIES FOR EDUCATION OF THE PUBLIC IN GENERAL HORSEMANSHIP. 6 6 4 125 0 0 558506 597306 248456 342119 68631 89324 44205 66400 919798 1095149 202221 337679 0 0 237227 239245 0 0 119266 174451 246952 613899 823876 305899 271273 2707198 3189729 32639 33564 2674559 3156165 X 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. 0 0 254795 218115 136512 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. 144004 112264 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. 105319 37000 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. 16803 15843 OPEN GATE LEARNING CENTER IS AN ON-SITE STUDY AND LEARNING CNETER FOR YOUNG EQUESTRIANS WHO ARE COMPETING FOR A NATIONAL WORLD TITLE. 16055 13752 MARIA KNIGHT SCHOLARSHIP FUND AWARDS SCHOLARSHIPS TO THE CHILDREN OF PROFESSIONAL (ACTIVE MEMBER) HORSE TRAINERS BASED ON ACADEMIC MERIT AND FINANCIAL NEED. 77500 UPHA CLASSICS - CLASSES HELD THROUGHOUT THE YEAR AND A GRAND CHAMPIONSHIP HELD FOR SADDLEBREDS, MORGANS, AND HACKNEY PONIES, IN ORDER TO CONTRIBUTE TO THE GROWTH AND PROSPERITY OF THE SHOW HORSE INDUSTRY. 80334 68812 68287 PROGRAM SUPPORT - THE UPHA ANALYZES AND EVALUATES THE NEEDS OTHER ORGANIZATIONS DEDICATED TO PROVIDING EDUCATION AND SCIENCE PROGRAMS IN EQUESTRIAN FIELDS. IN THE EVENT THAT THESE ORGANIZATIONS MEET CERTAIN REQUIREMENTS, THE BOARD OF DIRECTORS WILL APPROVE CONTRIBUTIONS. 113192 82564 161630 617310 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 KY X EXECUTIVE DIRECTOR 8592315070 PO BOX 3728 MIDWAY KY 40347 JAMES TAYLOR DIRECTOR AT LARGE 5.00 5.00 X X 0 0 0 JIMMY ROBERTSON PRESIDENT 5.00 6.00 X X 0 0 0 JAMES NICHOLS DIRECTOR AT LARGE 5.00 5.00 X X 0 0 0 KRISTEN CATER SECOND VICE PRESIDENT 5.00 6.00 X X 0 0 0 PAUL BOONE FIRST VICE PRESIDENT 5.00 5.00 X X 0 0 0 CHUCK HERBERT TREASURER 5.00 6.00 X X 0 0 0 CINDY MUGNIER IMMEDIATE PAST PRESIDENT 5.00 6.00 X X 0 0 0 MELISSA SMITH SECRETARY 5.00 6.00 X X 0 0 0 JENNIFER MELLENKAMP EXECUTIVE DIRECTOR 20.00 20.00 X 87052 0 10151 87052 0 10151 0 0 0 0 0 3000 594306 597306 RIBBONS OF SERVICE 711300 136512 136512 AMERICAN ROYAL 711300 112264 112264 CLASSICS 711300 77500 77500 OPEN GATE 711300 15843 15843 342119 89324 89324 0 3000 3687 -3687 -3687 1800 0 1800 1800 REIMB EMPLOYEE SHARING 900099 61312 61312 MISCELLANEOUS 900099 6975 6975 68287 1095149 410406 0 87437 262332 262332 75347 75347 97203 58322 29160 9721 113664 15252 7626 90786 5398 1739 869 2790 7626 412 206 7008 15354 5162 2581 7611 19175 19175 15092 15092 251 176 75 285 285 11488 6893 3446 1149 1264 759 379 126 AMERICAN ROYAL 123350 123350 EXCEPTIONAL CHALLENGE C 53214 53214 OPEN GATE LEARNING CENT 14393 14393 MISCELLANEOUS EXPENSES 8305 8305 135 135 823876 617310 87300 119266 917645 446355 225525 758 8743 8743 0 0 1370008 1894421 194020 848195 2707198 3189729 4645 5570 27994 27994 32639 33564 X 1015330 1015330 0 0 1659229 2140835 2674559 3156165 2707198 3189729 271273 210333 0 X 0 0 0 X X 1 UPHA MEMBERSHIP ORGANIZATION INC 611160197 10 1 61312 0 1 61312 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE FOUNDATION MAINTAINS A COPY OF THE IRS DETERMINATION LETTER ISSUED TO THE SUPPORTED ORGANIZATION INDICATING THE SUPPORTED ORGANIZATION'S STATUS AS A 501(C)(5) ORGANIZATION. THE FOUNDATION RECEIVES ANNUALLY A PRO FORMA SCHEDULE A, PART III, FROM THE SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 3C: THE SUPPORTING AND SUPPORTED ORGANIZATION HAVE COMMON BOARD MEMBERS WHICH ALLOWS THE SUPPORTING ORGANIZATION TO ENSURE THAT SUPPORT IS USED FOR CHARITABLE PURPOSES. ALL BOARD MEMBERS OF THE SUPPORTING ORGANIZATION ARE COMMON WITH THE SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 6: THE FOUNDATION PROVIDED GRANTS TO OTHER ORGANIZATIONS BASED ON A PORTION OF THE PROGRAM SERVICE REVENUES GENERATED BY THE FOUNDATION. FUNDS RAISED BY SADDLESEAT RIDERS ARE PAID TO APPROVED CHARITIES AT THE RIDERS DIRECTION. GRANTS ARE ALSO PAID TO SUPPORT THE WELFARE OF HORSES. TOTAL GRANTS TO OTHER ORGANIZATIONS DURING 2023 TOTALED $201,020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8743 8743 0 0 TOM MOORE BRONZE STATUE 69500 TROPHIES 8165 DUE FROM UPHA MEMBERSHIP ORGANIZATION 770530 848195 DUE TO DEWEY HENDERSON BENEVOLENT FUND 27994 27994 1 UPHA MEMBERSHIP ORGANIZATION INC PO BOX 3728 MIDWAY KY 40347 611160197 501(C)(5) 61312 0 SUPPORTING CONTRIBUTION ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 84902 0 GENERAL SUPPORT HORSESENSING 270 BAGDAD ROAD SHELBYVILLE KY 40065 832609641 501(C)(3) 7500 0 GENERAL SUPPORT AMERICAN ROYAL ASSOCIATION 1701 AMERICAN ROYAL COURT KANSAS CITY MO 64102 440615551 501(C)(3) 103278 0 GENERAL SUPPORT 3 1 SCHOLARSHIPS FOR EDUCATION 50 75347 PART I, LINE 2: THE FOUNDATION REVIEWS THE CHARITABLE STATUS OF EACH ORGANIZATION TO WHICH IT IS MAKING A DONATION AS WELL AS WHETHER THAT ORGANIZATION'S MISSION IS SIMILAR TO THE FOUNDATION'S PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FOUNDATION FILING FORM 990 WITH THE IRS A MEMBER OF THE BOARD OF DIRECTORS WILL REVIEW THE FORM 990 TO DETERMINE THAT ALL INFORMATION BEING FILED IS ACCURATE AND COMPLETE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES EACH OFFICER AND DIRECTOR WITH GOVERNING BOARD DELEGATED POWERS TO ANNUALLY SIGN A STATEMENT THAT AFFIRMS A COPY HAS BEEN RECEIVED, READ AND UNDERSTOOD AND HAS AGREED TO COMPLY WITH THE POLICY. A FORMAL PROCEDURE IS FOLLOWED BY THE FOUNDATION WHEN ANY CONFILCT OF INTEREST IS DISCLOSED TO THE GOVERNING BOARD TO DETERMINE HOW TO PROCEED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS BASED UPON ANALYSIS OF MARKET AND COMPARABLE INDUSTRY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. UPHA MEMBERSHIP ORGANIZATION INC PO BOX 3728 MIDWAY KY 40347 611160197 TO BETTER CONDITIONS OF THOSE INVOLVED IN EQUINE RELATED ACTIVITIES KY 501(C)(5) 0 DEWEY HENDERSON UNITED PROFESSIONAL HORSEMENS ORG FUND TRUST PO BOX 3728 MIDWAY KY 40347 316642897 TO SUPPORT MEMBER FAMILIES OF UPHA IN THE EVENT OF A CATASTROPHIC OCCURRENCE KY 501(C)(3) 170B1AVI 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 UPHA MEMBERSHIP ORGANIZATION INC B 61312 SUPPORTING CONTRIBUTION