Civic Intelligence

Upha Membership Organization Inc

990 • Fiscal year 2019 • EIN 61-1160197

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileUPHAONLINE.COM
4059 Iron Works Parkway No 2Lexington, KY 40511

(859) 231-5070

Siviq Scores

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

Liabilities / Assets

91st percentile

0.32x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$82,590

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

98th percentile

86%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-20%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$332,542

Up $154,204 (+86%) from 2018

Net Assets

Up

$226,683

Up $104,275 (+85%) from 2018

Liabilities

Up

$105,859

Up $49,929 (+89%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin76th percentile

Revenue

Down

$531,389

Down $131,760 (-20%) from 2018

Expenses

Down

$442,414

Down $273,584 (-38%) from 2018

Net Income

Up

$88,975

Up $141,824 (+268%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $316,817Liabilities 2011: $6,740Net Assets 2011: $310,0772011Assets 2012: $261,846Liabilities 2012: $24,302Net Assets 2012: $237,5442012Assets 2013: $351,444Liabilities 2013: $52,645Net Assets 2013: $298,7992013Assets 2014: $350,741Liabilities 2014: $136,709Net Assets 2014: $214,0322014Assets 2015: $319,040Liabilities 2015: $316,741Net Assets 2015: $2,2992015Assets 2016: $249,172Liabilities 2016: $261,786Net Assets 2016: -$12,6142016Assets 2017: $219,143Liabilities 2017: $33,310Net Assets 2017: $185,8332017Assets 2018: $178,338Liabilities 2018: $55,930Net Assets 2018: $122,4082018Assets 2019: $332,542Liabilities 2019: $105,859Net Assets 2019: $226,6832019Assets 2020: $281,801Liabilities 2020: $295,464Net Assets 2020: -$13,6632020Assets 2021: $881,036Liabilities 2021: $0Net Assets 2021: $881,0362021Assets 2022: $743,079Liabilities 2022: $116,355Net Assets 2022: $626,7242022Assets 2023: $1,037,078Liabilities 2023: $770,530Net Assets 2023: $266,5482023Assets 2024: $1,047,327Liabilities 2024: $1,080,266Net Assets 2024: -$32,9392024

Highlighted filing

2019

Assets$332,542
Liabilities$105,859
Net Assets$226,683
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $361,165Expenses 2011: $255,022Net Income 2011: $106,1432011Revenue 2012: $513,203Expenses 2012: $590,762Net Income 2012: -$77,5592012Revenue 2013: $662,522Expenses 2013: $611,225Net Income 2013: $51,2972013Revenue 2014: $555,363Expenses 2014: $641,394Net Income 2014: -$86,0312014Revenue 2015: $313,060Expenses 2015: $520,814Net Income 2015: -$207,7542015Revenue 2016: $814,730Expenses 2016: $833,130Net Income 2016: -$18,4002016Revenue 2017: $800,790Expenses 2017: $612,027Net Income 2017: $188,7632017Revenue 2018: $663,149Expenses 2018: $715,998Net Income 2018: -$52,8492018Revenue 2019: $531,389Expenses 2019: $442,414Net Income 2019: $88,9752019Revenue 2020: $536,300Expenses 2020: $788,474Net Income 2020: -$252,1742020Revenue 2021: $807,020Expenses 2021: $217,486Net Income 2021: $589,5342021Revenue 2022: $541,755Expenses 2022: $768,908Net Income 2022: -$227,1532022Revenue 2023: $487,274Expenses 2023: $862,996Net Income 2023: -$375,7222023Revenue 2024: $639,290Expenses 2024: $910,968Net Income 2024: -$271,6782024

Highlighted filing

2019

Revenue$531,389
Expenses$442,414
Net Income$88,975
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$531,389
Mission and Program Overview

Mission

To better conditions of those engaged in the pursuit of various equine related activities; to support research aimed at improving the horse as a species; and to promote the development of a higher degree of efficiency for its members in their efforts to improve the general condition of the show horse industry.

To better conditions of those engaged in the pursuit of various equine related activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,697$222,572▲ $133,875
Cap Stk Tr Prin Current Funds$200,294$200,294→ $0
Investments in Publicly Traded Securities$85,982$106,594▲ $20,612
Rtn Earn Endowment Incm Other Fnds$-77,886$26,389▲ $104,275
Accounts Receivable$3,376$3,376→ $0
Land, Buildings, and Equipment, Net$283$0▼ $283
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$178,338$332,542▲ $154,204
Liabilities
Other Liabilities$55,930$105,859▲ $49,929
Total Liabilities$55,930$105,859▲ $49,929
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,408$226,683▲ $104,275
Total Liabilities and Net Assets / Fund Balance$178,338$332,542▲ $154,204

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$17,023$17,023
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jennifer MellenkampExecutive DirectorPT$82,590$82,590
Nancy BeckerDirector of FundraisingPT$71,804$71,804

Board Members and Trustees

NameTitle
Tammie ConatserImmediate Past President
Smith LillyPresident
Cindy MugnierFirst Vice President
Lynda FresethSecond Vice President
Andre FourieDirector
Ashley Cook-fletcherDirector
David EarehartDirector
Deidre DavisDirector
Erin MccrackenDirector
Frank MillerDirector
Jennifer DixonDirector
Jenny TaylorDirector
Kayla WootersDirector
Kristen BagdasarianDirector
Luman WadhamsDirector
Matt ShifletDirector
Milo JonesDirector
Mindy PrestonDirector
Missy Hughes SmithDirector
Pam RoushDirector
Scott MattonDirector
Chuck HerbertDirector at Large
Gary GaroneDirector at Large
Nancy TroutmanSecretary
Ray KrussellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,067
Program Service Revenue
$298,009
Investment Income
$5,313
Other Revenue
$0
Change in Net Assets
$88,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$442,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$49,929
All Other Expenses---$23,909
Office Expenses---$15,953
Insurance---$13,833
Fees for Services Legal---$12,280
Occupancy---$9,750
Other Expenses---$9,256
Travel---$6,179
Fees for Services Accounting---$2,900
Depreciation Depletion---$283
Total Functional Expenses$0$0$0$442,414
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
Due to Upha Foundation, Inc.$105,859
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The organization shall be operated under the authority delegated by the board of directors to the executive board. The executive board is responsible for the management of the day-to-day activities of the organization and implementation of policies established by the board of directors. The executive board may, between meetings, act in place of an dfor the board of directors and the organization. Actions taken by the executive board must be reported to the board of directors and be ratified by the board of directors at its next meeting.”

Form 990, Part VI, Section A, Line 6

“All persons who are bona fide professional horsemen, and have been a professional for at least one year, and who are acceptable personnally and professionally to the membership in all chapters shall be eligible for active membership in the organization.”

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

“Members are allowed to vote and elect their local chapter chairmen.”

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

“Prior to the organization 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 organization 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 organization when any conflict of interest is disclosed to the governing board to determine how to proceed.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available to the public upon request.”

Part VI, Section B, Line 15

“The organization does not compensate any officers. The executive director and director of fundraising are compensated by a related organization.”

Filing and Contact Details

Filer

Filer Name
Upha Membership Organization Inc
EIN
61-1160197
Phone
8592315070
Address
4059 IRON WORKS PARKWAY NO 2, LEXINGTON, KY 40511

Signing Officer

Name
Jennifer Mellenkamp
Title
Executive Director
Phone
8592315070
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Mellenkamp
Formed
1989
Legal Domicile
Ky
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
50

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE RD STE 1100, LOUISVILLE, KY 40222-5187
Preparer
Christine N Koenig
Phone
5024269660
Raw XML AppendixShowing 400 of 553 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/Desc0CONFERENCE - UPHA HOLDS AN ANNUAL CONFERENCE AT WHICH IDEAS AND INDUSTRY CONCERNS ARE DISCUSSED AND HONORS ARE BESTOWED ON OUTSTANDING TRAINERS, RIDERS, HORSES AND SHOWS. THERE ARE ANNUAL AWARDS FOR HORSEPERSON OF THE YEAR, HORSES AND PONIES OF THE YEAR, AND DISTINGUISHED SERVICE AWARDS. IN ADDITION, AN OUTSTANDING INDIVIDUAL IS INDUCTED INTO THE UPHA HALL OF FAME.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
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IRS990/FormationYr01989
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IRS990/FSAuditedInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0531389
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0283
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IRS990/LandBldgEquipCostOrOtherBssAmt017023
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0122167
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BETTER CONDITIONS OF THOSE ENGAGED IN THE PURSUIT OF VARIOUS EQUINE RELATED ACTIVITIES; TO SUPPORT RESEARCH AIMED AT IMPROVING THE HORSE AS A SPECIES; AND TO PROMOTE THE DEVELOPMENT OF A HIGHER DEGREE OF EFFICIENCY FOR ITS MEMBERS IN THEIR EFFORTS TO IMPROVE THE GENERAL CONDITION OF THE SHOW HORSE INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt015300
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt09750
IRS990/OfficeExpensesGrp/TotalAmt015953
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONFERENCE
IRS990/OtherExpensesGrp/Desc1CLASSICS EVENTS
IRS990/OtherExpensesGrp/Desc2CHALLENGE CUP
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0187587
IRS990/OtherExpensesGrp/TotalAmt194860
IRS990/OtherExpensesGrp/TotalAmt215695
IRS990/OtherExpensesGrp/TotalAmt39256
IRS990/OtherLiabilitiesGrp/BOYAmt055930
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER MELLENKAMP
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IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2EQUITATION PROGRAM
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1124839
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28844
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28844
IRS990/ProgSrvcAccomActy2Grp/Desc0CLASSICS PROGRAM - THE UPHA CLASSICS ORIGINATED IN 1974 TO STIMULATE INTEREST IN YOUNG HORSES AND TO PROVIDE OWNERS AND TRAINERS AN OPPORTUNITY TO RECEIVE SUBSTANTIAL PRIZE MONEY. IN 1977, THE FIRST UPHA SADDLEBRED CLASSIC GRAND CHAMPIONSHIPS WERE HELD AT THE AMERICAN ROYAL HORSE SHOW IN KANSAS CITY, MO. NOW, LOCAL QUALIFYING CLASSES, AS WELL AS CLASSIC GRAND CHAMPIONSHIPS, ARE HELD FOR SADDLEBREDS, MORGANS AND HACKNEY PONIES. THE UPHA CLASSICS IS A WELL-PLANNED AND PROVEN PROGRAM THAT CONTRIBUTES TO THE GROWTH AND PROSPERITY OF THE SHOW HORSE INDUSTRY. THE INTENT IS TO PROMOTE A HIGH CALIBER EVENT AND GENERATE A GREATER PRIZE MONEY RETURN FOR YOUNG SHOW HORSES.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0164326
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IRS990/ReconcilationRevenueExpnssAmt088975
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026389
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,542
Liabilities
$105,859
Net assets
$226,683
Revenue
$531,389
Expenses
$442,414
Net income
$88,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$1.08$0.03$0.64$0.91$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.77$0.27$0.49$0.86$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.12$0.63$0.54$0.77$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.81$0.22$0.59
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.30$0.01$0.54$0.79$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.11$0.23$0.53$0.44$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.06$0.12$0.66$0.72$0.05
2017Summary only. Only limited summary data is available for this year.$0.22$0.03$0.19$0.80$0.61$0.19
2016Summary only. Only limited summary data is available for this year.$0.25$0.26$0.01$0.81$0.83$0.02
2015Summary only. Only limited summary data is available for this year.$0.32$0.32$0.00$0.31$0.52$0.21
2014Summary only. Only limited summary data is available for this year.$0.35$0.14$0.21$0.56$0.64$0.09
2013Summary only. Only limited summary data is available for this year.$0.35$0.05$0.30$0.66$0.61$0.05
2012Summary only. Only limited summary data is available for this year.$0.26$0.02$0.24$0.51$0.59$0.08
2011Summary only. Only limited summary data is available for this year.$0.32$0.01$0.31$0.36$0.26$0.11