Civic Intelligence

The Morgan Horse Foundation Inc

EIN 92-2410104 • 501(c)3 • Lexington, KY

Pub. 78 Eligible990-N CoverageNTEE D60

Profile

The purpose of the foundation is to provide grants and related expenses for on-going educational efforts focusing on building awareness of the history and benefits derived from raising and owning morgan horses and to promote an appreciation of the breed.

4037 Iron Works Pkwy 130Lexington, KY 40511

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.04x

Higher debt load relative to assets than 63% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.34x

Higher debt load relative to revenue than 85% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$139,670

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 112.5% of source-year revenue.

NTEE D • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$1,078,706

No earlier filing loaded for comparison.

Liabilities

$41,713

No earlier filing loaded for comparison.

Net Assets

$1,036,993

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue85th percentileNet Margin91st percentile

Revenue

$124,153

No earlier filing loaded for comparison.

Expenses

$44,163

No earlier filing loaded for comparison.

Net Income

$79,990

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2024: $1,078,706Liabilities 2024: $41,713Net Assets 2024: $1,036,9932024

Highlighted filing

2024

Assets$1,078,706
Liabilities$41,713
Net Assets$1,036,993
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $124,153Expenses 2024: $44,163Net Income 2024: $79,9902024

Highlighted filing

2024

Revenue$124,153
Expenses$44,163
Net Income$79,990
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,078,706
Liabilities
$41,713
Net assets
$1,036,993
Revenue
$124,153
Expenses
$44,163
Net income
$79,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$0.12$0.04$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$124,153
Mission and Program Overview

Mission

The purpose of the foundation is to provide grants and related expenses for on-going educational efforts focusing on building awareness of the history and benefits derived from raising and owning morgan horses and to promote an appreciation of the breed.

Promote education of the history and benefits of owning and raising morgan horses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$514,630-
Savings and Temporary Cash Investments-$253,315-
Accounts Receivable-$13,883-
Prepaid Expenses and Deferred Charges-$1,523-
Total Assets$0$1,078,706▲ $1,078,706
Other Assets Total$0$295,355▲ $295,355
Liabilities
Accounts Payable and Accrued Expenses-$25,673-
Other Liabilities$0$16,040▲ $16,040
Total Liabilities$0$41,713▲ $41,713
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$568,670-
Net Assets Without Donor Restrictions-$468,323-
Total Net Assets Fund Balance$0$1,036,993▲ $1,036,993
Total Liabilities and Net Assets / Fund Balance$0$1,078,706▲ $1,078,706

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$295,355--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Carrie MortensenExecutive DirectorPT$139,670$139,670

Board Members and Trustees

NameTitle
Carol FletcherFinance Chair
Terri SturmPresident
CA Lee IiiDirector
Dallas BolenDirector
Diance LentsDirector
Lyn EstellDirector
Meredithe BodnarDirector
Merin MaggiDirector
Steven HandyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$123,900
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$240
All Other Contributions
$23,800
Change in Net Assets
$79,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,500
Other Expenses$18,663
Total Fundraising Expense$129
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,500--$25,500
Other Expenses$350--$350
Office Expenses-$216-$216
Fees for Services Accounting-$138-$138
Advertising--$129$129
Total Functional Expenses$43,680$354$129$44,163
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wish for Our Heroes Foundation IncNashville, TN501(c)(3)To Carry Out Programs$10,000
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Amha$16,040
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“American morgan horse association, inc. Is a member of the foundation.”

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

“The member has the ability to appoint and remove any and all directors of the foundation.”

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

“The form 990 is made available to all directors of the board prior to filing.”

Form 990, Part VI, Section C, Line 19

“Foundation makes documents available upon request”

Filing and Contact Details

Filer

Filer Name
The Morgan Horse Foundation Inc
EIN
92-2410104
Phone
8594050746
Address
4037 IRON WORKS PKWY 130, LEXINGTON, KY 40511

Signing Officer

Name
Carrie Mortensen
Title
Executive Director
Phone
8594050746
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Mortensen
Formed
2024
Legal Domicile
De
Voting Board Members
10
Independent Board Members
9
Employees
0
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 from american morgan horse association 306,554. Transfer from american morgan horse educational charitable trust 650,449.”

Financial Statement Notes

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and is exempt from income taxes under section 501(a) of the internal revenue code. In addition, it has been classified as an organization that is not a private foundation under section 509(a) of the internal revenue code. Fasb asc 740, income taxes, requires entities to disclose in their consolidated 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 foundation has no uncertain tax positions. The foundation 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 foundation's consolidated financial statements. If necessary, the foundation would accrue interest and penalties on uncertain tax positions as a component of the provision for income taxes. The foundation is subject to federal and state income tax examinations by tax authorities since inception.”

Raw XML AppendixShowing 400 of 422 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AMHA
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR CONSOLIDATED 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 FOUNDATION HAS NO UNCERTAIN TAX POSITIONS. THE FOUNDATION 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 FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. IF NECESSARY, THE FOUNDATION WOULD ACCRUE INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES SINCE INCEPTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0295355
IRS990ScheduleD/TotalLiabilityAmt016040
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO CARRY OUT PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WISH FOR OUR HEROES FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0270483869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04979 E 216TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NASHVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046062
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REQUIRES TIMELY AND INFORMATIVE GRANT REPORTING CONSISTENT WITH AND APPROPRIATE TO THE SIZE OF EACH GRANT. NARRATIVE AND FINANCIAL REPORTS SHOULD BE SUBMITTED TOGETHER ON OR BEFORE THE DUE DATES SPECIFIED IN THE AWARD LETTER, AS APPLICABLE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMERICAN MORGAN HORSE ASSOCIATION, INC. IS A MEMBER OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER HAS THE ABILITY TO APPOINT AND REMOVE ANY AND ALL DIRECTORS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS MADE AVAILABLE TO ALL DIRECTORS OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOUNDATION MAKES DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER FROM AMERICAN MORGAN HORSE ASSOCIATION 306,554. TRANSFER FROM AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST 650,449.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE MORGAN HORSE FOUNDATION INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0MORGAN GRAND NATIONAL LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0933531927
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0401545
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0EDUCATION OF THE MORGAN HORSE BREED
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt099925
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt04037 IRON WORKS PKWY SUITE 130
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd040511
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE AMERICAN MORGAN HORSE EDUCATIONAL CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AMERICAN MORGAN ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0306041200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1135540007
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION OF THE MORGAN HORSE BREED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04037 IRON WORKS PKWY SUITE 130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14037 IRON WORKS PKWY SUITE 130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040511
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd140511
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt01078706
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt01078706
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0123900
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0129
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0354
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043680
IRS990/TotalFunctionalExpensesGrp/TotalAmt044163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt041713
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt041713
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01036993
IRS990/TotalOtherCompensationAmt09151
IRS990/TotalProgramServiceExpensesAmt043680
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0240
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124153
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01078706
IRS990/TotReportableCompRltdOrgAmt0130519
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04037 IRON WORKS PKWY 130
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040511
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE MORTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08594050746
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MORGAN HORSE FOUNDATION INC

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