Civic Intelligence

American Morgan Horse Association Inc

EIN 13-5540007 • 501(c)5 • Lexington, KY

View Organization Page

Profile

Preserve, promote and perpetuate the morgan breed

4037 Iron Works Parkway 130Lexington, KY 40511

www.morganhorse.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.19x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.17x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-1.4%

Higher net margin than 24% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$139,670

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-15%

Faster asset growth than 6% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

2.7%

Faster revenue growth than 37% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$2,002,443

Down $341,922 (-15%) from 2023

Liabilities

Down

$380,240

Down $49,850 (-12%) from 2023

Net Assets

Down

$1,622,203

Down $292,072 (-15%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin24th percentile

Revenue

Up

$2,291,825

Up $60,163 (+2.7%) from 2023

Expenses

Up

$2,322,958

Up $141,899 (+6.5%) from 2023

Net Income

Down

-$31,133

Down $81,736 (-162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $885,724Liabilities 2011: $312,972Net Assets 2011: $572,7522011Assets 2012: $972,003Liabilities 2012: $326,526Net Assets 2012: $645,4772012Assets 2013: $901,803Liabilities 2013: $276,164Net Assets 2013: $625,6392013Assets 2014: $1,367,360Liabilities 2014: $261,433Net Assets 2014: $1,105,9272014Assets 2015: $1,280,839Liabilities 2015: $254,405Net Assets 2015: $1,026,4342015Assets 2016: $1,281,032Liabilities 2016: $242,620Net Assets 2016: $1,038,4122016Assets 2017: $1,445,100Liabilities 2017: $277,226Net Assets 2017: $1,167,8742017Assets 2018: $1,409,276Liabilities 2018: $288,320Net Assets 2018: $1,120,9562018Assets 2019: $1,559,995Liabilities 2019: $363,205Net Assets 2019: $1,196,7902019Assets 2020: $1,743,784Liabilities 2020: $284,979Net Assets 2020: $1,458,8052020Assets 2021: $2,059,875Liabilities 2021: $384,941Net Assets 2021: $1,674,9342021Assets 2022: $2,180,654Liabilities 2022: $383,746Net Assets 2022: $1,796,9082022Assets 2023: $2,344,365Liabilities 2023: $430,090Net Assets 2023: $1,914,2752023Assets 2024: $2,002,443Liabilities 2024: $380,240Net Assets 2024: $1,622,2032024

Highlighted filing

2024

Assets$2,002,443
Liabilities$380,240
Net Assets$1,622,203
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,665,517Expenses 2011: $1,624,516Net Income 2011: $41,0012011Revenue 2012: $1,759,953Expenses 2012: $1,653,653Net Income 2012: $106,3002012Revenue 2013: $1,645,808Expenses 2013: $1,620,296Net Income 2013: $25,5122013Revenue 2014: $1,775,574Expenses 2014: $1,763,915Net Income 2014: $11,6592014Revenue 2015: $1,514,916Expenses 2015: $1,562,258Net Income 2015: -$47,3422015Revenue 2016: $1,552,363Expenses 2016: $1,548,406Net Income 2016: $3,9572016Revenue 2017: $1,627,016Expenses 2017: $1,551,773Net Income 2017: $75,2432017Revenue 2018: $1,658,231Expenses 2018: $1,619,161Net Income 2018: $39,0702018Revenue 2019: $1,711,420Expenses 2019: $1,759,692Net Income 2019: -$48,2722019Revenue 2020: $1,800,953Expenses 2020: $1,572,348Net Income 2020: $228,6052020Revenue 2021: $1,973,468Expenses 2021: $1,846,093Net Income 2021: $127,3752021Revenue 2022: $2,257,844Expenses 2022: $2,017,486Net Income 2022: $240,3582022Revenue 2023: $2,231,662Expenses 2023: $2,181,059Net Income 2023: $50,6032023Revenue 2024: $2,291,825Expenses 2024: $2,322,958Net Income 2024: -$31,1332024

Highlighted filing

2024

Revenue$2,291,825
Expenses$2,322,958
Net Income-$31,133
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,002,443
Liabilities
$380,240
Net assets
$1,622,203
Revenue
$2,291,825
Expenses
$2,322,958
Net income
-$31,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.38$1.62$2.29$2.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.43$1.91$2.23$2.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.38$1.80$2.26$2.02$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.38$1.67$1.97$1.85$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.28$1.46$1.80$1.57$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.36$1.20$1.71$1.76$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.29$1.12$1.66$1.62$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.28$1.17$1.63$1.55$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.24$1.04$1.55$1.55$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.25$1.03$1.51$1.56$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.26$1.11$1.78$1.76$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.28$0.63$1.65$1.62$0.03
2012Summary only. Only limited summary data is available for this year.$0.97$0.33$0.65$1.76$1.65$0.11
2011Summary only. Only limited summary data is available for this year.$0.89$0.31$0.57$1.67$1.62$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$2,292,474
Mission and Program Overview

Mission

Preserve, promote and perpetuate the morgan breed

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$815,541$711,287▼ $104,254
Investments Other Securities$712,765$453,025▼ $259,740
Savings and Temporary Cash Investments$425,051$430,377▲ $5,326
Accounts Receivable$118,731$166,368▲ $47,637
Prepaid Expenses and Deferred Charges$110,179$93,960▼ $16,219
Land, Buildings, and Equipment, Net$77,438$86,170▲ $8,732
Inventories for Sale or Use$8,436$18,208▲ $9,772
Total Assets$2,344,365$2,002,443▼ $341,922
Other Assets Total$76,224$43,048▼ $33,176
Liabilities
Deferred Revenue$273,265$242,279▼ $30,986
Accounts Payable and Accrued Expenses$86,532$93,169▲ $6,637
Other Liabilities$70,293$44,792▼ $25,501
Total Liabilities$430,090$380,240▼ $49,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,144,191$1,111,927▼ $32,264
Net Assets With Donor Restrictions$770,084$510,276▼ $259,808
Total Net Assets Fund Balance$1,914,275$1,622,203▼ $292,072
Total Liabilities and Net Assets / Fund Balance$2,344,365$2,002,443▼ $341,922

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$74,898$262,631$337,529
Equipment$11,272$31,708$42,980
Other Securities$339,523--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$109,849-▲ $9,798$5,287$113,502
2023$100,688-▲ $10,835$832$109,849
2022$121,024-▼ $15,183$903$100,688
2021$109,091-▲ $13,976$903$121,024
2020$106,244-▲ $2,847-$109,091
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie MortensenExecutive DirectorFT$130,519$9,151$139,670

Board Members and Trustees

NameTitle
Steven HandyPresident
Sharon Boyce BenderVice President
Harlan GrundenCentral Director
James GruenbergCentral Director
Kelly KraegelCentral Director
CA Tony Lee IiiEastern Director
Dallas Mclarney-bolenWestern Director
Terri SturmWestern Director
Ashleigh WoodVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$492,968
Program Service Revenue
$1,771,339
Investment Income
$16,889
Other Revenue
$10,629
All Other Contributions
$116,139
Change in Net Assets
$-31,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,291,825
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$46,264
Total Revenue per Audited Statements
$2,338,089
Total Revenue per Form 990
$2,291,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,199,217
Other Expenses$1,123,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$844,690
All Other Expenses---$213,789
Current Officers, Directors, Trustees, and Key Employees---$139,670
Other Employee Benefits---$126,470
Office Expenses---$126,368
Other Expenses---$123,659
Travel---$88,068
Payroll Taxes---$79,644
Occupancy---$50,573
Depreciation Depletion---$33,792
Advertising---$18,629
Information Technology---$17,501
Fees for Services Accounting---$14,800
Insurance---$12,261
Fees for Services Legal---$9,463
Pension Plan Contributions---$8,743
Total Functional Expenses$0$0$0$2,322,958

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,323,607
Expenses per Audited Statements$2,322,958
Total Expenses per Form 990$2,322,958
Expenses Not Reported on Form 990$649
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$36,634
Due to Related Party$8,158
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The organization has three regions, each region elects 3 directors to the board to represent the region.”

Form 990, Part VI, Section A, Line 7B

“The board may not amended, repeal or alter sections 4.1-4.6 of the bylaws with out a vote by the members.”

Form 990, Part VI, Section B, Line 11B

“The board will receive an electronic copy of the return for review, then the executive committee or finance committe will approve it before it is signed and filed.”

Form 990, Part VI, Section B, Line 12C

“The organization collects completed disclosure forms for each year after the board is elected and any disclosures are shared with the full board at the next meeting. If there is a conflict the individual would be recused from participating in discussions/votes if warranted.”

Form 990, Part VI, Section B, Line 15A

“The executive director evaluation committee shall annually review personal and corporate goals and objectives relevant to compensation of the ed, evaluate the ed's performance in light of those goals and objectives, and set the ed's compensation level based on this evaluation in accordance with any applicable employment agreement. In determining compensation, the committee shall consider the company's performance, the value of similar awards to ed's at comparable companies, and the awards given to the ed in past years, and may consider such other factors as it deems necessary or advisable. Examples include research from independent research agencies for associations of similar revenues and spans of control, regional and industry data for comparable compensation practices, and trends.”

Form 990, Part VI, Section C, Line 19

“The organization makes it documents available upon request.”

Filing and Contact Details

Filer

Filer Name
American Morgan Horse Association Inc
EIN
13-5540007
Phone
8029854944
Address
4037 IRON WORKS PARKWAY 130, LEXINGTON, KY 40511

Signing Officer

Name
Carrie Mortensen
Title
Executive Director
Phone
8029854944
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Mortensen
Formed
1980
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
17
Volunteers
9

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
Connie Fellion
Phone
8026581808
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to morgan horse foundation inc. -306,554.”

Financial Statement Notes

PART III, LINE 1A:

“Pursuant to generally accepted accounting principles, the organization does not capitalize donated historical items or recognize them as revenue or gains. These principles allow the non-recognition of donated items if they are added to collections that meet the following criteria: 1) are held for public exhibition, education, or research, 2) are protected, kept unencumbered, cared for, and preserved, and 3) are subject to a policy that requires the proceeds from any sales of collection items to be used to acquire other collection items.”

PART III, LINE 4:

“The association maintains a wide variety of artwork, artifacts and archival materials preserving the history of the morgan horse. Special and rotating exhibits are open to the public and a research library and archives are open for scholarly research by appointment.”

PART V, LINE 4:

“The epperson trust fund was established to promote and encourage youth interest in the morgan horse and the affairs of the american morgan horse association, inc.”

PART X, LINE 2:

“Fasb asc 740, income taxes, requires entities to disclose in their financial statements the nature of any uncertainty in their tax positions. For tax exempt entities, tax-exempt status itself is deemed to be an uncertainty, as events could potentially occur to jeopardize their tax-exempt status. Management believes the association has no uncertain tax positions. The association anticipates that it will not have a change in uncertain tax positions during the next twelve months that would have a material impact on the association's financial statements. If necessary, the association would accrue interest and penalties on uncertain tax positions as a component of the provision for income taxes. The association is no longer subject to federal and state income tax examinations by tax authorities for years before the year ended december 31, 2021.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“COST OF GOODS SOLD 649.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“COST OF GOODS SOLD 649.”

Raw XML AppendixShowing 400 of 510 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd00
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt010629
IRS990/NetUnrelatedBusTxblIncmAmt082045
IRS990/NetUnrlzdGainsLossesInvstAmt045615
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01144191
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01111927
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IRS990/OccupancyGrp/TotalAmt050573
IRS990/OfficeExpensesGrp/TotalAmt0126368
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/EOYAmt043048
IRS990/OtherChangesInNetAssetsAmt0-306554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0126470
IRS990/OtherExpensesGrp/Desc0INCOME TAXES
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc2WEBSITE AND COMPUTER
IRS990/OtherExpensesGrp/Desc3REGISTRY LAB & OTHER CO
IRS990/OtherExpensesGrp/TotalAmt017229
IRS990/OtherExpensesGrp/TotalAmt1226218
IRS990/OtherExpensesGrp/TotalAmt2171391
IRS990/OtherExpensesGrp/TotalAmt3123659
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IRS990/OtherLiabilitiesGrp/EOYAmt044792
IRS990/OtherSalariesAndWagesGrp/TotalAmt0844690
IRS990/OwnWebsiteInd0X
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IRS990/PayrollTaxesGrp/TotalAmt079644
IRS990/PensionPlanContributionsGrp/TotalAmt08743
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0110179
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt093960
IRS990/PrincipalOfficerNm0CARRIE MORTENSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0513120
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/Desc1REGISTRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CONVENTIONS/SHOWS
IRS990/ProgramServiceRevenueGrp/Desc3EDUCATION/RECOG./CLUBS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108258
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1676983
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt287500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt354323
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0952533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1676983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt287500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt354323
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0844275
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLICATIONS - WITH A CIRCULATION OF NEARLY 4,000, THE MORGAN HORSE MAGAZINE EDUCATES AND PROMOTES THE MORGAN BREED.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBER SERVICES - CONVENTIONS, SHOWS, RECOGNITION PROGRAMS, AND NEWSLETTERS ALL IN FURTHERANCE OF THE ASSOCIATION'S PURPOSE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SALE AND DISTRIBUTION OF PROMOTIONAL AND EDUCATIONAL ITEMS RELATED TO THE MORGAN HORSE AND GENERAL PROMOTION OF THE MORGAN HORSE BREED.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0502469
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014173
IRS990/PYOtherExpensesAmt01072226
IRS990/PYOtherRevenueAmt0-1619
IRS990/PYProgramServiceRevenueAmt01716639
IRS990/PYRevenuesLessExpensesAmt050603
IRS990/PYSalariesCompEmpBnftPaidAmt01108833
IRS990/PYTotalExpensesAmt02181059
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02231662
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-31133
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0425051
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0430377
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0858
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0109849
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0113502
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09798
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0842
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0100688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0109849
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0121024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0100688
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0903
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0109091
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0121024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0106244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0109091
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02847
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt011272
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031708
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042980
IRS990ScheduleD/ExpensesNotReportedAmt0649
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02322958
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt045615
IRS990ScheduleD/OtherExpensesIncludedAmt0649
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt074898
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0262631
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0337529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenueAmt0649
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0113502
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1339523
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN SECURITIZED ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt046264
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02291825
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION DOES NOT CAPITALIZE DONATED HISTORICAL ITEMS OR RECOGNIZE THEM AS REVENUE OR GAINS. THESE PRINCIPLES ALLOW THE NON-RECOGNITION OF DONATED ITEMS IF THEY ARE ADDED TO COLLECTIONS THAT MEET THE FOLLOWING CRITERIA: 1) ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH, 2) ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED, AND 3) ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM ANY SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER COLLECTION ITEMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION MAINTAINS A WIDE VARIETY OF ARTWORK, ARTIFACTS AND ARCHIVAL MATERIALS PRESERVING THE HISTORY OF THE MORGAN HORSE. SPECIAL AND ROTATING EXHIBITS ARE OPEN TO THE PUBLIC AND A RESEARCH LIBRARY AND ARCHIVES ARE OPEN FOR SCHOLARLY RESEARCH BY APPOINTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE EPPERSON TRUST FUND WAS ESTABLISHED TO PROMOTE AND ENCOURAGE YOUTH INTEREST IN THE MORGAN HORSE AND THE AFFAIRS OF THE AMERICAN MORGAN HORSE ASSOCIATION, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITIONS. FOR TAX EXEMPT ENTITIES, TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT BELIEVES THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS. THE ASSOCIATION ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNCERTAIN TAX POSITIONS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE ASSOCIATION'S FINANCIAL STATEMENTS. IF NECESSARY, THE ASSOCIATION WOULD ACCRUE INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ASSOCIATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4COST OF GOODS SOLD 649.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5COST OF GOODS SOLD 649.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt086170
IRS990ScheduleD/TotalBookValueSecuritiesAmt0453025
IRS990ScheduleD/TotalExpensesPerForm990Amt02322958
IRS990ScheduleD/TotalLiabilityAmt044792
IRS990ScheduleD/TotalRevenuePerForm990Amt02291825
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02338089
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02323607
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS THREE REGIONS, EACH REGION ELECTS 3 DIRECTORS TO THE BOARD TO REPRESENT THE REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MAY NOT AMENDED, REPEAL OR ALTER SECTIONS 4.1-4.6 OF THE BYLAWS WITH OUT A VOTE BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE RETURN FOR REVIEW, THEN THE EXECUTIVE COMMITTEE OR FINANCE COMMITTE WILL APPROVE IT BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION COLLECTS COMPLETED DISCLOSURE FORMS FOR EACH YEAR AFTER THE BOARD IS ELECTED AND ANY DISCLOSURES ARE SHARED WITH THE FULL BOARD AT THE NEXT MEETING. IF THERE IS A CONFLICT THE INDIVIDUAL WOULD BE RECUSED FROM PARTICIPATING IN DISCUSSIONS/VOTES IF WARRANTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR EVALUATION COMMITTEE SHALL ANNUALLY REVIEW PERSONAL AND CORPORATE GOALS AND OBJECTIVES RELEVANT TO COMPENSATION OF THE ED, EVALUATE THE ED'S PERFORMANCE IN LIGHT OF THOSE GOALS AND OBJECTIVES, AND SET THE ED'S COMPENSATION LEVEL BASED ON THIS EVALUATION IN ACCORDANCE WITH ANY APPLICABLE EMPLOYMENT AGREEMENT. IN DETERMINING COMPENSATION, THE COMMITTEE SHALL CONSIDER THE COMPANY'S PERFORMANCE, THE VALUE OF SIMILAR AWARDS TO ED'S AT COMPARABLE COMPANIES, AND THE AWARDS GIVEN TO THE ED IN PAST YEARS, AND MAY CONSIDER SUCH OTHER FACTORS AS IT DEEMS NECESSARY OR ADVISABLE. EXAMPLES INCLUDE RESEARCH FROM INDEPENDENT RESEARCH AGENCIES FOR ASSOCIATIONS OF SIMILAR REVENUES AND SPANS OF CONTROL, REGIONAL AND INDUSTRY DATA FOR COMPARABLE COMPENSATION PRACTICES, AND TRENDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES IT DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRANSFER TO MORGAN HORSE FOUNDATION INC. -306,554.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AMERICAN MORGAN HORSE ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MORGAN HORSE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0306041200

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