Nonprofit · EIN 26-2472549
USHJA FOUNDATION INC
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $430,329 | $335,792 | $94,537 | $2,225,087 | $37,413 | $2,187,674 |
| November 30, 2023 | 990 | $380,398 | $220,296 | $160,102 | $1,990,109 | $55,095 | $1,935,014 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $408,579
- Program service revenue
- $0
- Investment income
- $58,642
- Net income from fundraising events
- -$36,892
- Other revenue
- -$36,892
Expenses
- Grants and similar amounts paid
- $64,350
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,500
- Travel
- $8,426
- Program services (functional)
- $310,139
- Management and general (functional)
- $9,185
- Fundraising (functional)
- $16,468
Balance sheet and other
- Total assets, start of year
- $1,990,109
- Total assets, end of year
- $2,225,087
- Total liabilities, end of year
- $37,413
- Net assets, end of year
- $2,187,674
- Publicly traded securities
- $1,468,944
- Net assets without donor restrictions
- $2,028,922
- Net assets with donor restrictions
- $158,752
- Gross receipts
- $618,066
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2008
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MARY BABICK | CHAIR Trustee or director, Officer | 4 | $0 | $60,250 |
| BRITT MCCORMICK | CHAIR Trustee or director, Officer | 4 | $0 | $9,000 |
| JOHN BAHRET | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LISA HANKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MARY BABICK | FORMER CHAIR Trustee or director, Officer | 4 | $0 | $60,000 |
| JOHN BAHRET | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LISA HANKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRITT MCCORMICK | CURRENT CHAI Trustee or director, Officer | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3870 CIGAR LN, LEXINGTON, KY 40511-8931
- In care of
- % SHELBY FRENCH
- Principal officer (990 for 2023)
- BRITT MCCORMICK, 3870 CIGAR LANE, LEXINGTON, KY 40511
- Signed the 990
- BRITT MCCORMICK, CHAIR
- Phone
- (859) 225-6700
- Return prepared by
- BALDWIN CPAS PLLC
Mission
THE USHJA FOUNDATION ADVANCES THE EDUCATIONAL, HUMANITARIAN AND COMPETITIVE PROGRAMS OF THE USHJA.
Program accomplishments
- SUPPORT OF USHJA PROGRAMS - THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS UNITED STATES HUNTER JUMPER ASSOCIATION, INC.'S PROGRAMS, INCLUDING, BUT NOT LIMITED TO THE HORSEMANSHIP QUIZ CHALLENGE, THE WHEELER MUSEUM, HORSEMANSHIP CLINICS, AND OTHER USHJA PROGRAMS. THE FOUNDATION ALSO ACTS AS THE CHARITABLE ARM OF THE ASSOCIATION, AND RAISES FUNDS TO SUPPORT USHJA PROGRAMS. IN FY 24, THE FOUNDATION RAISED FUNDS FOR THE FOLLOWING ASSOCIATION PROGRAMS, THE WORLD CHAMPION HUNTER RIDER PROGRAM, SALLIE B WHEELER HUNTER BREEDING CHAMPIONSHIPS, THE EMERGING JUMPER RIDER PROGRAM, YOUNG HUNTER PONY CHAMPIONSHIPS, INTERNATIONAL HUNTER DERBY AND GREEN HUNTER INCENTIVE CHAMPIONSHIP WEEK, USHJA AWARDS, AND THE USEF YOUTH SPORTSMAN AWARD.Expenses $226,736 · grants $500
- 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 UP TO THREE USHJA MEMBERS ANNUALLY 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. 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 CHUCK KELLER GRANT FOR EQUESTRIAN EXCELLENCE IS AWARDED ANNUALLY TO ONE USHJA EMERGING ATHLETES NATIONAL TRAINING SESSION PARTICIPANT FOR THE PURPOSE OF FURTHERING THEIR EQUESTRIAN TRAINING IN PURSUIT OF EQUESTRIAN EXCELLENCE. THE NAOMI BLUMENTHAL MEMORIAL TRAINING GRANT PROVIDES FINANCIAL SUPPORT FOR EQUESTRIANS WISHING TO CONTINUE THEIR EQUESTRIAN EDUCATION. THE SUNNY STEVENS STABLE MANAGER AWARD IS AWARDED ANNUALLY TO ONE USHJA EMERGING ATHLETES NATIONAL TRAINING SESSION STABLE MANAGER PARTICIPANT FOR THE PURPOSE OF FURTHER EDUCATION.Expenses $72,483 · grants $52,930
- HORSEMAN ASSISTANCE GRANTS -THE HORSEMAN'S ASSISTANCE FUND WAS ESTABLISHED TO PROVIDE EMERGENCY FINANCIAL SUPPORT TO INDIVIDUALS WHO REQUIRE ASSISTANCE AS A RESULT OF ACCIDENT OR ILLNESS.Expenses $10,920 · grants $10,920
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2472549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2009
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N11)
- Assets (IRS master file)
- $2,225,087
- Income (IRS master file)
- $618,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $430,329 | $335,792 | $2,225,087 | XML |
| 990 | November 2023 | $380,398 | $220,296 | $1,990,109 | XML |
| 990 | November 2022 | $349,599 | $251,064 | $2,077,150 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-2472549).
Questions about USHJA FOUNDATION INC
- What is the EIN of USHJA FOUNDATION INC?
- The employer identification number (EIN) of USHJA FOUNDATION INC is 26-2472549.
- Is USHJA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to USHJA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does USHJA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of USHJA FOUNDATION INC due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did USHJA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of USHJA FOUNDATION INC?
- The 990 for the year ended November 30, 2024 names BRITT MCCORMICK.
- Who are the officers and directors of USHJA FOUNDATION INC?
- The 990 for the year ended November 30, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does USHJA FOUNDATION INC have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $430,329, expenses of $335,792 and total assets of $2,225,087 at year end.
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- UNITED STATES HUNTER JUMPER ASSOCIATION INC EIN 80-0080008 · last filed 990 for 2024
- IDLE HOUR COUNTRY CLUB INC EIN 61-0411681 · last filed 990 for 2024
- KENTUCKY HIGH SCHOOL ATHLETIC ASSOCIATION EIN 61-0444710 · last filed 990 for 2025
- TOWN BRANCH PARK INC EIN 83-4621324 · last filed 990 for 2024
- THE UNITED STATES PONY CLUBS INC EIN 61-1352306 · last filed 990 for 2025
- KENTUCKY YOUTH SOCCER ASSOCIATION INC EIN 31-0989041 · last filed 990 for 2025
- KENTUCKY HORSE PARK FOUNDATION INC EIN 62-1257717 · last filed 990 for 2025
All nonprofits in LEXINGTON · Kentucky · Recreation and sports