Civic Intelligence

Ushja Foundation Inc.

990 • Fiscal year 2021 • EIN 26-2472549

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 12, 2022

3870 Cigar LaneLexington, KY 40511

(859) 225-6700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.12x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

1.13x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$61,810

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

38th percentile

4.2%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,990,471

Up $80,222 (+4.2%) from 2020

Net Assets

Down

$1,754,522

Down $112,239 (-6.0%) from 2020

Liabilities

Up

$235,949

Up $192,461 (+443%) from 2020

Revenue

Down

$208,035

Down $78,677 (-27%) from 2020

Expenses

Up

$346,308

Up $27,519 (+8.6%) from 2020

Net Income

Down

-$138,273

Down $106,196 (-331%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,615,987Liabilities 2011: $93,260Net Assets 2011: $1,522,7272011Assets 2012: $1,723,580Liabilities 2012: $7,200Net Assets 2012: $1,716,3802012Assets 2013: $1,818,471Liabilities 2013: $61,122Net Assets 2013: $1,757,3492013Assets 2014: $1,852,793Liabilities 2014: $18,782Net Assets 2014: $1,834,0112014Assets 2015: $1,827,517Liabilities 2015: $19,348Net Assets 2015: $1,808,1692015Assets 2016: $2,112,501Liabilities 2016: $22,732Net Assets 2016: $2,089,7692016Assets 2017: $2,123,787Liabilities 2017: $115,973Net Assets 2017: $2,007,8142017Assets 2018: $1,875,824Liabilities 2018: $19,349Net Assets 2018: $1,856,4752018Assets 2019: $1,916,979Liabilities 2019: $61,399Net Assets 2019: $1,855,5802019Assets 2020: $1,910,249Liabilities 2020: $43,488Net Assets 2020: $1,866,7612020Assets 2021: $1,990,471Liabilities 2021: $235,949Net Assets 2021: $1,754,5222021Assets 2022: $2,077,150Liabilities 2022: $325,851Net Assets 2022: $1,751,2992022Assets 2023: $1,990,109Liabilities 2023: $55,095Net Assets 2023: $1,935,0142023Assets 2024: $2,225,087Liabilities 2024: $37,413Net Assets 2024: $2,187,6742024

Highlighted filing

2021

Assets$1,990,471
Liabilities$235,949
Net Assets$1,754,522

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $488,4932011Expenses 2012: $699,5082012Expenses 2013: $430,7772013Revenue 2014: $453,485Expenses 2014: $378,251Net Income 2014: $75,2342014Revenue 2015: $178,015Expenses 2015: $190,001Net Income 2015: -$11,9862015Revenue 2016: $751,332Expenses 2016: $450,822Net Income 2016: $300,5102016Revenue 2017: $323,429Expenses 2017: $397,917Net Income 2017: -$74,4882017Revenue 2018: $180,988Expenses 2018: $306,385Net Income 2018: -$125,3972018Revenue 2019: $453,069Expenses 2019: $511,833Net Income 2019: -$58,7642019Revenue 2020: $286,712Expenses 2020: $318,789Net Income 2020: -$32,0772020Revenue 2021: $208,035Expenses 2021: $346,308Net Income 2021: -$138,2732021Revenue 2022: $349,599Expenses 2022: $251,064Net Income 2022: $98,5352022Revenue 2023: $380,398Expenses 2023: $220,296Net Income 2023: $160,1022023Revenue 2024: $430,329Expenses 2024: $335,792Net Income 2024: $94,5372024

Highlighted filing

2021

Revenue$208,035
Expenses$346,308
Net Income-$138,273
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 12, 2022
Return Version
2020v4.0
Gross Receipts
$231,414
Mission and Program Overview

Mission

The ushja foundation advances the educational, humanitarian and competitive programs of the ushja.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$966,109$1,222,171▲ $256,062
Savings and Temporary Cash Investments$852,609$667,071▼ $185,538
Cash and Non-Interest-Bearing Accounts$34,352$45,528▲ $11,176
Pledges and Grants Receivable$52,108$37,346▼ $14,762
Prepaid Expenses and Deferred Charges-$12,585-
Accounts Receivable$4,370$5,770▲ $1,400
Land, Buildings, and Equipment, Net$701--
Total Assets$1,910,249$1,990,471▲ $80,222
Liabilities
Other Liabilities$605$216,874▲ $216,269
Accounts Payable and Accrued Expenses$20,383$14,575▼ $5,808
Deferred Revenue$22,500$4,500▼ $18,000
Total Liabilities$43,488$235,949▲ $192,461
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,591,258$1,512,706▼ $78,552
Net Assets With Donor Restrictions$275,503$241,816▼ $33,687
Total Net Assets Fund Balance$1,866,761$1,754,522▼ $112,239
Total Liabilities and Net Assets / Fund Balance$1,910,249$1,990,471▲ $80,222

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$13,980$13,980

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,402,766$2,262▲ $65,645-$1,470,673
2019$1,329,645$1,706▲ $71,415-$1,402,766
2018$1,253,942$7,603▲ $68,100-$1,329,645
2017$1,274,990$10,156▼ $31,204-$1,253,942
2016$1,264,994$9,996--$1,274,990
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mary BabickChair$61,810$61,810

Board Members and Trustees

NameTitle
Lisa HankinDirector
John BahretTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$189,478
Program Service Revenue
$0
Investment Income
$41,936
Other Revenue
$-23,379
All Other Contributions
$144,306
Change in Net Assets
$-138,273

Audited Revenue Reconciliation

Revenue per Audited Statements
$184,657
Revenue Not Reported on Financial Statements
$23,378
Revenue Not Reported on Form 990
$26,034
Other Revenue Adjustments
$23,378
Total Revenue per Audited Statements
$210,691
Total Revenue per Form 990
$208,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,157
Grants and Similar Amounts Paid$69,151
Total Fundraising Expense$14,232
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$64,379$2,256$8,365$75,000
Grants to Domestic Individuals$69,151--$69,151
Fees for Services Other$11,905--$11,905
All Other Expenses$9,033--$9,033
Fees for Services Accounting-$5,800-$5,800
Other Expenses$52$2,992$585$3,629
Insurance-$3,174-$3,174
Travel$1,268-$1,603$2,871
Office Expenses-$760$662$1,422
Advertising-$291$513$804
Depreciation Depletion-$701-$701
Conferences and Meetings-$196-$196
Information Technology-$90-$90
Total Functional Expenses$314,231$17,845$14,232$346,308

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$346,308
Expenses per Audited Statements$322,930
Total Expenses per Audited Statements$322,930
Expenses Not Reported on Financial Statements$23,378
Other Expense Adjustments$23,378
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,379
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$28,809-$370-
Pbs Silent Auct$16,363-$856-
Total Events$45,172-$23,379$-23,379
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Ushja$216,874
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The united states hunter jumper association is the foundation's sole member.

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 was provided to members of the organization's board of directors before filing.

Form 990, Page 6, Part VI, Line 12C

Written disclosure of conflicts of interest or potential conflicts of interest are required annually. All volunteers, including officers, directors and committee members as well as ushja employees are provided with compliance forms for completion and submission to the ushja managing director on an annual basis. The forms, which are signed prior to submission,require the signer to also immediately notify ushja of any conflict which may arise after annual signing and submission. Newly elected or appointed committee members must submit the standard disclosure forms referenced above along with their letters or seat acceptance and are not considered to be participating committee members until such forms are filed.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ushja Foundation Inc
EIN
26-2472549
Phone
8592256700
Address
3870 CIGAR LANE, LEXINGTON, KY 40511

Signing Officer

Name
Mary Babick
Title
Chair
Phone
8592256700
Signed
2022-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Babick
Formed
2008
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
50

Preparer

Firm
Baldwin Cpas Pllc
Address
713 W MAIN ST, RICHMOND, KY 40475-1351
Preparer
Myron D Fisher
Phone
8596269040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Scholarships, grants, & contributions - the ushja foundation has multiple scholarships and grants available to ushja members annually. The hamel scholarship for further education is designed to encourage further education among equestrians and will award up to 25k to one ushja member for college, graduate, trade or professional school. The gochman family grant for the us pony finals offers up to three annual grants to young riders to afford them the opportunity to compete in the us pony finals. Due to the pandemic, us pony finals were canceled in 2020. In turn, recipients were selected, and participated in the 2021 us pony finals along with the 2021 recipients of the gochman family grant for us pony finals. Zone scholarships - funds are raised by members of regional zones and awarded as educational scholarships to zone members. The jt tallon memorial equitation grant is awarded to junior ushja members with limited financial resources who have qualified for a national equitation final are provided the support they need to attend. The alvin topping governance grant is awarded annually to assist one ushja member, (25 years of age or under) with funding to support their attendance at the ushja or usef annual meeting. The equestrian helmet safety initiative is dedicated to research that will elevate the study of head impact and concussion risk in an equestrian environment to a new standard. The foundation contributes monies for the research which will be conducted in lab settings and field video data on a variety of equestrian events with significant attention to jumping, where many injuries occur. This project will set the framework to better understand concussive biomechanics in the equestrian industry and better inform helmet manufacturers for improvement with environment-specific design.

Form 990, Page 2, Part III, Line 4D

Historical preservation - the foundation raises funds to aid the ushja's wheeler museum that aims to collect, preserve and share the history of the hunter/jumper sport. Its purpose is one of both preservation and education for those within the hunter/jumper community as well as the general public. To assist the ushja and the wheeler museum, the foundation assists with online video archiving, new exhibits, and preservation of historical artifacts.

Form 990, Part XI, Line 9

Fundraising expenses -23,378 special event expenses 23,378

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment funds will be used as designated by the board of directors to further the exempt purpose of ushja.

Schedule D, Page 3, Part X

The organizations have adopted asc 740-10 as it relates to uncertain tax positions and have evaluated their tax positions taken for all open tax years. The organizations are not currently under audit nor have the organizations been contacted by any tax jurisdictions. Based on the evaluation of the organizations tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the fiscal year ended november 30, 2021.

Schedule D, Page 4, Part XI, Line 4B

Fundraising expenses 23,378

Schedule D, Page 4, Part XII, Line 4B

Special event expenses 23,378

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012585
IRS990/PrincipalOfficerNm0MARY BABICK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS, GRANTS, & CONTRIBUTIONS - THE USHJA FOUNDATION HAS MULTIPLE SCHOLARSHIPS AND GRANTS AVAILABLE TO USHJA MEMBERS ANNUALLY. THE HAMEL SCHOLARSHIP FOR FURTHER EDUCATION IS DESIGNED TO ENCOURAGE FURTHER EDUCATION AMONG EQUESTRIANS AND WILL AWARD UP TO 25K TO ONE USHJA MEMBER FOR COLLEGE, GRADUATE, TRADE OR PROFESSIONAL SCHOOL. THE GOCHMAN FAMILY GRANT FOR THE US PONY FINALS OFFERS UP TO THREE ANNUAL GRANTS TO YOUNG RIDERS TO AFFORD THEM THE OPPORTUNITY TO COMPETE IN THE US PONY FINALS. DUE TO THE PANDEMIC, US PONY FINALS WERE CANCELED IN 2020. IN TURN, RECIPIENTS WERE SELECTED, AND PARTICIPATED IN THE 2021 US PONY FINALS ALONG WITH THE 2021 RECIPIENTS OF THE GOCHMAN FAMILY GRANT FOR US PONY FINALS. ZONE SCHOLARSHIPS - FUNDS ARE RAISED BY MEMBERS OF REGIONAL ZONES AND AWARDED AS EDUCATIONAL SCHOLARSHIPS TO ZONE MEMBERS. THE JT TALLON MEMORIAL EQUITATION GRANT IS AWARDED TO JUNIOR USHJA MEMBERS WITH LIMITED FINANCIAL RESOURCES WHO HAVE QUALIFIED FOR A NATIONAL EQUITATION FINAL ARE PROVIDED THE SUPPORT THEY NEED TO ATTEND. THE ALVIN TOPPING GOVERNANCE GRANT IS AWARDED ANNUALLY TO ASSIST ONE USHJA MEMBER, (25 YEARS OF AGE OR UNDER) WITH FUNDING TO SUPPORT THEIR ATTENDANCE AT THE USHJA OR USEF ANNUAL MEETING. THE EQUESTRIAN HELMET SAFETY INITIATIVE IS DEDICATED TO RESEARCH THAT WILL ELEVATE THE STUDY OF HEAD IMPACT AND CONCUSSION RISK IN AN EQUESTRIAN ENVIRONMENT TO A NEW STANDARD. THE FOUNDATION CONTRIBUTES MONIES FOR THE RESEARCH WHICH WILL BE CONDUCTED IN LAB SETTINGS AND FIELD VIDEO DATA ON A VARIETY OF EQUESTRIAN EVENTS WITH SIGNIFICANT ATTENTION TO JUMPING, WHERE MANY INJURIES OCCUR. THIS PROJECT WILL SET THE FRAMEWORK TO BETTER UNDERSTAND CONCUSSIVE BIOMECHANICS IN THE EQUESTRIAN INDUSTRY AND BETTER INFORM HELMET MANUFACTURERS FOR IMPROVEMENT WITH ENVIRONMENT-SPECIFIC DESIGN.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt064601
IRS990/ProgSrvcAccomActy3Grp/Desc0HORSEMAN ASSISTANCE GRANTS -THE HORSEMAN'S ASSISTANCE FUND WAS ESTABLISHED TO PROVIDE EMERGENCY FINANCIAL SUPPORT TO INDIVIDUALS, HORSES, OR ORGANIZATIONS THAT REQUIRE ASSISTANCE AS A RESULT OF ILLNESS, INJURY AND/OR OTHERWISE INCAPACITATED DUE TO A CATASTROPHIC ACCIDENT OR NATURAL DISASTER. IN FY2020, WHEN THE COVID-19 PANDEMIC HIT THE UNITED STATES, AND CONTINUING INTO FY2021, THE FOUNDATION INITIATED THE USHJA FEED AID INITIATIVE THAT PROVIDED AID IN PURCHASING FEED FOR LESSON HORSES AS SHORT-TERM RELIEF FOR THE BUSINESSES IN THE HUNTER/JUMPER COMMUNITY WHO PROVIDE LESSONS TO NON- BOARDERS AND WERE SUFFERING FINANCIALLY DUE TO THE IMPACT OF COVID-19.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0HISTORICAL PRESERVATION - THE FOUNDATION RAISES FUNDS TO AID THE USHJA'S WHEELER MUSEUM THAT AIMS TO COLLECT, PRESERVE AND SHARE THE HISTORY OF THE HUNTER/JUMPER SPORT. ITS PURPOSE IS ONE OF BOTH PRESERVATION AND EDUCATION FOR THOSE WITHIN THE HUNTER/JUMPER COMMUNITY AS WELL AS THE GENERAL PUBLIC. TO ASSIST THE USHJA AND THE WHEELER MUSEUM, THE FOUNDATION ASSISTS WITH ONLINE VIDEO ARCHIVING, NEW EXHIBITS, AND PRESERVATION OF HISTORICAL ARTIFACTS.
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IRS990/PYOtherRevenueAmt012762
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED STATES HUNTER JUMPER ASSOCIATION
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01253942
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07603
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01329645
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt013980
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013980
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IRS990ScheduleD/OtherExpensesNotIncludedAmt023378
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0216874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO USHJA
IRS990ScheduleD/OtherRevenuesNotIncludedAmt023378
IRS990ScheduleD/RevenueNotReportedAmt026034
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023378
IRS990ScheduleD/RevenueSubtotalAmt0184657
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS WILL BE USED AS DESIGNATED BY THE BOARD OF DIRECTORS TO FURTHER THE EXEMPT PURPOSE OF USHJA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS HAVE ADOPTED ASC 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAVE EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE ORGANIZATIONS ARE NOT CURRENTLY UNDER AUDIT NOR HAVE THE ORGANIZATIONS BEEN CONTACTED BY ANY TAX JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATIONS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 23,378
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SPECIAL EVENT EXPENSES 23,378
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalLiabilityAmt0216874
IRS990ScheduleD/TotalRevenuePerForm990Amt0208035
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0210691
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0322930
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045172
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028809
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt016363
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023379
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PBS SILENT AUCT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016363
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045172
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23379
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt020470
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01683
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt022153
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01226
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0370
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0856
IRS990ScheduleG/StatesWhereGamingConductedCd0KY
IRS990ScheduleG/StatesWhereGamingConductedCd1IL
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt128601
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt24550
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GOCHMAN GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2HAF FEED AID GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3JT TALLON GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt29
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHEDULE I, PART I, LINE 2: THE FINANICAL NEEDS OF ALL GRANT/AWARD RECIPIENT'S ARE EVALUATED DURING THE INITIAL SCREENING AND APPLICATION PROCESS. NO FURTHER MONITORING OF THE GRANT/AWARD FUNDS ARE PERFORMED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS, GRANTS, & CONTRIBUTIONS - THE USHJA FOUNDATION HAS MULTIPLE SCHOLARSHIPS AND GRANTS AVAILABLE TO USHJA MEMBERS ANNUALLY. THE HAMEL SCHOLARSHIP FOR FURTHER EDUCATION IS DESIGNED TO ENCOURAGE FURTHER EDUCATION AMONG EQUESTRIANS AND WILL AWARD UP TO 25K TO ONE USHJA MEMBER FOR COLLEGE, GRADUATE, TRADE OR PROFESSIONAL SCHOOL. THE GOCHMAN FAMILY GRANT FOR THE US PONY FINALS OFFERS UP TO THREE ANNUAL GRANTS TO YOUNG RIDERS TO AFFORD THEM THE OPPORTUNITY TO COMPETE IN THE US PONY FINALS. DUE TO THE PANDEMIC, US PONY FINALS WERE CANCELED IN 2020. IN TURN, RECIPIENTS WERE SELECTED, AND PARTICIPATED IN THE 2021 US PONY FINALS ALONG WITH THE 2021 RECIPIENTS OF THE GOCHMAN FAMILY GRANT FOR US PONY FINALS. ZONE SCHOLARSHIPS - FUNDS ARE RAISED BY MEMBERS OF REGIONAL ZONES AND AWARDED AS EDUCATIONAL SCHOLARSHIPS TO ZONE MEMBERS. THE JT TALLON MEMORIAL EQUITATION GRANT IS AWARDED TO JUNIOR USHJA MEMBERS WITH LIMITED FINANCIAL RESOURCES WHO HAVE QUALIFIED FOR A NATIONAL EQUITATION FINAL ARE PROVIDED THE SUPPORT THEY NEED TO ATTEND. THE ALVIN TOPPING GOVERNANCE GRANT IS AWARDED ANNUALLY TO ASSIST ONE USHJA MEMBER, (25 YEARS OF AGE OR UNDER) WITH FUNDING TO SUPPORT THEIR ATTENDANCE AT THE USHJA OR USEF ANNUAL MEETING. THE EQUESTRIAN HELMET SAFETY INITIATIVE IS DEDICATED TO RESEARCH THAT WILL ELEVATE THE STUDY OF HEAD IMPACT AND CONCUSSION RISK IN AN EQUESTRIAN ENVIRONMENT TO A NEW STANDARD. THE FOUNDATION CONTRIBUTES MONIES FOR THE RESEARCH WHICH WILL BE CONDUCTED IN LAB SETTINGS AND FIELD VIDEO DATA ON A VARIETY OF EQUESTRIAN EVENTS WITH SIGNIFICANT ATTENTION TO JUMPING, WHERE MANY INJURIES OCCUR. THIS PROJECT WILL SET THE FRAMEWORK TO BETTER UNDERSTAND CONCUSSIVE BIOMECHANICS IN THE EQUESTRIAN INDUSTRY AND BETTER INFORM HELMET MANUFACTURERS FOR IMPROVEMENT WITH ENVIRONMENT-SPECIFIC DESIGN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HISTORICAL PRESERVATION - THE FOUNDATION RAISES FUNDS TO AID THE USHJA'S WHEELER MUSEUM THAT AIMS TO COLLECT, PRESERVE AND SHARE THE HISTORY OF THE HUNTER/JUMPER SPORT. ITS PURPOSE IS ONE OF BOTH PRESERVATION AND EDUCATION FOR THOSE WITHIN THE HUNTER/JUMPER COMMUNITY AS WELL AS THE GENERAL PUBLIC. TO ASSIST THE USHJA AND THE WHEELER MUSEUM, THE FOUNDATION ASSISTS WITH ONLINE VIDEO ARCHIVING, NEW EXHIBITS, AND PRESERVATION OF HISTORICAL ARTIFACTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNITED STATES HUNTER JUMPER ASSOCIATION IS THE FOUNDATION'S SOLE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 WAS PROVIDED TO MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WRITTEN DISCLOSURE OF CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED ANNUALLY. ALL VOLUNTEERS, INCLUDING OFFICERS, DIRECTORS AND COMMITTEE MEMBERS AS WELL AS USHJA EMPLOYEES ARE PROVIDED WITH COMPLIANCE FORMS FOR COMPLETION AND SUBMISSION TO THE USHJA MANAGING DIRECTOR ON AN ANNUAL BASIS. THE FORMS, WHICH ARE SIGNED PRIOR TO SUBMISSION,REQUIRE THE SIGNER TO ALSO IMMEDIATELY NOTIFY USHJA OF ANY CONFLICT WHICH MAY ARISE AFTER ANNUAL SIGNING AND SUBMISSION. NEWLY ELECTED OR APPOINTED COMMITTEE MEMBERS MUST SUBMIT THE STANDARD DISCLOSURE FORMS REFERENCED ABOVE ALONG WITH THEIR LETTERS OR SEAT ACCEPTANCE AND ARE NOT CONSIDERED TO BE PARTICIPATING COMMITTEE MEMBERS UNTIL SUCH FORMS ARE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRAISING EXPENSES -23,378 SPECIAL EVENT EXPENSES 23,378
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED STATES HUNTER JUMPER ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0UNITED STATES HUNTER JUMPER ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800080008
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DISCIPLINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03870 CIGAR LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt03870 CIGAR LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040511
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.04$2.19$0.43$0.34$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.06$1.94$0.38$0.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.33$1.75$0.35$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.24$1.75$0.21$0.35$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.04$1.87$0.29$0.32$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.06$1.86$0.45$0.51$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.18$0.31$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.12$2.01$0.32$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.02$2.09$0.75$0.45$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$0.18$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.02$1.83$0.45$0.38$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.06$1.76$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.01$1.72$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.09$1.52$0.49