UNITED STATES EQUESTRIAN TEAM FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES EQUESTRIAN TEAM FOUNDATION INC (EIN 22-1668879)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-11
- IRS object ID
- 201641939349300564
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-11T08:33:54-04:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221668879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United States Equestrian Team Fdn Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK P PIWOWAR | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9082341251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 POTTERSVILLE ROAD PO BOX 355 | AddressLine1Txt |
| City | Gladstone | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07934 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE B JENKINS | PersonNm |
| Person Title | executive director | PersonTitleTxt |
| Phone | 9082341251 | PhoneNum |
| Signature | 2016-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE FLOCH | PreparerPersonNm |
| PTIN | P00736879 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BONNIE B JENKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 POTTERSVILLE ROAD | AddressLine1Txt |
| City | Gladstone | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07934 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,876,512 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.USET.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,806,761 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,528,354 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $245,376 | PYInvestmentIncomeAmt |
| CY Investment Income | $285,643 | CYInvestmentIncomeAmt |
| PY Other Revenue | $744,746 | PYOtherRevenueAmt |
| CY Other Revenue | $82,175 | CYOtherRevenueAmt |
| PY Total Revenue | $5,796,883 | PYTotalRevenueAmt |
| CY Total Revenue | $6,896,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,231,185 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,149,934 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,121,750 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,372,661 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $195,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $66,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $957,637 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,528,110 | PYOtherExpensesAmt |
| CY Other Expenses | $1,269,575 | CYOtherExpensesAmt |
| PY Total Expenses | $6,076,545 | PYTotalExpensesAmt |
| CY Total Expenses | $5,858,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$279,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,038,002 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,175,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,913,691 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,399 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,276 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,131,390 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,744,415 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT SUPPORTS THE COMPETITION, TRAINING, COACHING, TRAVEL AND EDUCATIONAL NEEDS OF AMERICA'S ELITE AND DEVELOPING INTERNATIONAL HIGH PERFORMANCE HORSES AND ATHLETES IN PARTNERSHIP WITH THE US EQUESTRIAN FEDERATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,218,075 | ExpenseAmt |
| Grant | $3,149,934 | GrantAmt |
| Desc | The Pan American Games in Toronto was the major championship event for the U.S. Teams in 2015. The mission was to qualify the Dressage and Eventing teams for the 2016 Olympic Games in Rio. Mission accomplished with the Dressage and Eventing Teams both winning Team Gold. The Jumping Team, already qualified for the Games, had a solid performance winning Team Bronze. Individually, Steffen Peters won Gold and Laura Graves Silver in Dressage. Marilyn Little won Gold in Eventing and McLain Ward won the Gold with Lauren Hough winning the Bronze in Jumping. All Olympic and Paralympic disciplines have qualified full teams for Rio! In addition to the Pan American Games, the development programs that will strengthen the pipeline of talented and experienced riders for future championship teams are flourishing. Under COACH Debbie McDonald there were observation events, training sessions, and two grants were awarded to U-25 athletes for European competition in Dressage. The Developing Driver program had 25 drivers participate in clinics held in five states. An Endurance team was sent to the Young Rider World Championships in Chile and the experience was invaluable and will bode well for the future. In Eventing, the Developing Rider program was implemented with Leslie Law, and training sessions were held nationwide for riders in the program. Jumping sent riders to Europe to compete in CSIO3* Nations Cup competition, as well as fielded teams for CSIO Wellington in the Childrens, Junior and Young Rider categories. Para-Dressage continues to gain new athletes and training sessions were held with coach Kai Handt and international clinicians Clive Milkins and Hanneke Gerristsen. The Elizabeth B. Juliano Human Sports Science and Medicine program was established in 2015 which involved hiring of world renowned physiotherapist Andy Thomas who is working with riders on their fitness and symmetry as it links to performance enhancement with an eye on the 2016 Olympic Games. THE VISION: To promote international relationships, goodwill and better understanding of the United States through competition of equestrian teams and individuals of the United States with similar teams and individuals from other nations in the Olympic Games, Paralympic Games, Pan American Games, World Championships and other international equestrian competitions while fostering the highest ideals of horsemanship and the welfare of the horse. THE MISSION: The USET Foundation supports the competition, training, coaching, travel and educational needs of Americas elite and developing International High Performance horses and athletes in partnership with the United States Equestrian Federation. THE GOALS: - Supporting Athletes - Promoting International Excellence - Building for the Future The USET Foundation provided grants in support of International High Performance programs totaling $3,149,934 during the fiscal year ended December 31, 2015. DRESSAGE: o Team Gold Medal Pan American Games, Toronto, CANADA - Steffen Peters/Legolas 92 Owner: Four Winds Farm - Laura Graves/Verdades Owner: Laura Graves - Kimberly Herslow/Rosmarin Owner: Kiroli Enterprises LLC - Sabine Schut-Kery/Sanceo Owner: Alice Womble o Individual Gold Medal, Pan American Games: Steffen Peters/Legolas 92 Owner: Four Winds Farm o Individual Silver Medal, Pan American Games: Laura Graves/Verdades Owner: Laura Graves o 4th Place FEI Nations Cup Dressage Series o 4th place Reem Acra FEI World Cup Dressage Final: Laura Graves/Verdades Owner: Laura Graves o Team Gold Medal, Wellington CDIO3* Nations Cup o Team Bronze Medal, Rotterdam CDIO5* Nations Cup o Grand Prix National Champion: Laura Graves/Verdades Owner: Laura Graves o Intermediaire I National Champion: Christina Vinios/Folkestone OLD Owner: Christina Vinios DRIVING: o 9th place Team, Pairs World Championships, Fabiansebestyen, Hungary - Kathi Dancer placed 5th in cones and 18th individually out of 64 competitors o 1st place Chester Weber, Four-in-Hand, Live Oak International CAI2, Ocala, USA and Royal Windsor Horse Show, Windsor, GBR o 2nd place Chester Weber, Four-in-Hand, World Cup Qualifier, Lahden, GER o 2nd place Chester Weber, Four-in-Hand, World Cup Qualifier, Riesenbeck, GER o Four-in-Hand National Champion, Chester Weber o Horse Pair National Champion, Steve Wilson o Singles National Champion, Suzy Stafford o Pony Pairs National Champion, Amy Cross o Single Pony National Champion, Tracey Morgan o Four-in-Hand Pony National Champion, Heather Schneider JUMPING: o Team Bronze Medal Pan American Games, Toronto, CAN - Kent Farrington/Gazelle Owners: Kent Farrington and Robin Parsky - Georgina Bloomberg/Lilli Owner: Gotham Enterprizes, LLC - Lauren Hough/Ohlala Owners: The Ohlala Group - McLain Ward/Rothchild Owner: Sagamore Farms - Reserve: Todd Minikus/Babalou Owner: Two Swans Farm o Individual Gold Medal Pan American Games: McLain Ward/Rothchild Owner: Sagamore Farms o Individual Bronze Medal Pan American Games: Lauren Hough/Ohlala Owner: The Ohlala Group o Nations Cup Competitions - 1st PLACE CSIO4*, CSIOY, CSIOJ and CSIOCh, Wellington, USA - 1st PLACE CSIO4* Coapexpan, MEX - 1st PLACE CSIO5* Manneheim, GER - 2nd PLACE CSIO4* Ocala, USA - 3rd PLACE CSIO5* Hickstead, GBR - 4th PLACE CSIO5* Nations Cup Final, Barcelona, ESP - Three top 10 finishes at World Cup Final, Las Vegas, USA VAULTING: o Pas De Deux Gold Medal, Junior World Championships, Ermelo, NED: Bodhi Hall/Michelle Guo, lunger Lasse Kristensen, Jarl Owned by Lasse Kristensen & Emma Selley o Pas De Deux Bronze Medal, Junior World Championships: Sarah Dunn/Janie Salisbury, lunger Lasse Kristensen, Ghost Alfarvad Z Owned by Thommy Sminde Voltigeklubben o Team Bronze Medal, Junior World Championships: Woodside Team (Tessa Divita, Sarah Dunn, Audrey Kiernan, Rachel Polati and Miki Yang), lunger Emma Seeley, Ghost Alfarvad Z Owned by Thommy Sminde Voltigeklubben ENDURANCE: o Young Rider World Championship, Santo Domingo, CHI Team: Katie Baldino/Kalilas Legacy; Mallory Capps/Magical Mikada; Mary Kathryn Clark/Questafir; Christina Kimery/Bey Gibby; Maria Muzzio/Laconic o Young Rider World Championship: 21st Place Mary Kathryn Clark/Questafir EVENTING: o Team Gold Medal Pan American Games, Toronto, CAN - Phillip Dutton/Fernhill Fugitive Owners: Ann Jones and Tom Tierney - Lauren Kieffer/Meadowbrooks Scarlett Owner: Marie le Menestrel - Marilyn Little/RF Scandalous Owners: Phoebe Manders, Robin Parsky and Jacqueline Mars - Boyd Martin/Pancho Villa Owner: Pancho Villa Syndicate o Individual Gold Medal Pan American Games: Marilyn Little/RF Scandalous Owners: Phoebe Manders, Robin Parsky and Jacqueline Mars o Pan American Games: All four riders finished in the top 10 individually o 2nd place Team CCIO3* Boekelo, NED and two individuals in top 10 o 3rd place Team CICO3* Aachen, GER and two individuals in top 20 o Top 10 CCI4* Luhmuhlen, GER o Top 15 Individually CCI4* Burghley, GBR o 1st place and four riders finished in top 11, CCI3* Blenheim o Eight of top 15 finishers, CCI4* Rolex Kentucky with Phillip Dutton and Fernhill Cubalawn finishing fifth PARA-DRESSAGE: o Team Gold Medal NAJYRC, Lexington, KY: Sydney Collier/Wentworth Owner: Sydney Collier Cambry Kaylor/Markgaards Donnewind Owner: Brian Kaylor Kate Shoemaker/Pacifec M Owner: Kate Shoemaker o Team Gold Medal High Performance National Championship, CPEDI3*, Katy, TX: Rebecca Hart/Schroeters Romani Owner: Rebecca Hart; Margaret McIntosh/Rio Rio Owner: Margaret McIntosh Roxanne Trunnell/Royal Dancer Owner: Julia Handt Sydney Collier/Wentworth Owner: Sydney Collier REINING: o Making preparations for 2016 World Championships | Desc |
| Total Program Service Expenses | $4,218,075 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK P PIWOWAR | PersonNm |
| Phone | 9082341251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O USET FDN 1040 POTTERSVILLE ROA | AddressLine1Txt |
| City | GLADSTONE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07934 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BROWNLEE O CURRY JR | |||||||
| CHAIRMAN | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| S TUCKER S JOHNSON | |||||||
| PRESIDENT/CEO | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH BETSY B JULIANO | |||||||
| SECRETARY | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILIP E RICHTER | |||||||
| TREASURER | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| W JAMES McNERNEY JR | |||||||
| VICE PRESIDENT | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ABIGAIL S WEXNER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AKIKO YAMAZAKI | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANNE KURSINSKI | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY V WEIGHT | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BEEZIE MADDEN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BERTRAM R FIRESTONE | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRIANNE GOUTAL | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHESTER C WEBER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHRYSTINE J TAUBER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE McDONALD | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DEBI DOBBS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| E HUNTER HARRISON | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH L JOHNSON | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH MILLER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ERIC L STRAUS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRANK G MERRILL | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE H DAVIS Jr | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE H MORRIS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGINA BLOOMBERG | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GWENDOLYN MEYER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JACK WETZEL | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE B MARS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JANE FORBES CLARK | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEANNIE TISBO | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JULIET REID | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY BOYER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LYLE LOVETT | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARGARET H DUPREY | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARY ANNE McPHAIL | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MISDEE WRIGLEY MILLER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MK PRITZKER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MURRAY KESSLER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PATTI SCIALFA | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD M FELDMAN | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBIN PARSKY | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHERRY ADAMS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SIGNE OSTBY | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WENDY RAETHER | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM COLEMAN JR | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM H WEEKS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BONNIE B JENKINS | |||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | $280,000 | $0 | $49,655 | |
| MARK P PIWOWAR | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $210,000 | $0 | $54,638 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $490,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,293 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,418,770 | FundraisingAmt |
| All Other Contributions | $5,109,584 | AllOtherContributionsAmt |
| Noncash Contributions | $939,024 | NoncashContributionsAmt |
| Total Contributions | $6,528,354 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,362 | TotalRevenueColumnAmt |
| Exclusion | $256,362 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,901 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,901 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,901 | TotalRevenueColumnAmt |
| Exclusion | $31,901 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,831,359 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,802,078 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,281 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,281 | TotalRevenueColumnAmt |
| Exclusion | $29,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $178,262 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,418,770 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $178,262 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $50,274 | TotalRevenueColumnAmt |
| Exclusion | $50,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,274 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,896,172 | TotalRevenueColumnAmt |
| Exclusion | $367,818 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,038,934 | TotalAmt |
| Program Services | $3,038,934 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,000 | TotalAmt |
| Program Services | $111,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,000 | TotalAmt |
| Program Services | $207,131 | ProgramServicesAmt |
| Management And General | $65,286 | ManagementAndGeneralAmt |
| Fundraising | $217,583 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,966 | TotalAmt |
| Program Services | $212,742 | ProgramServicesAmt |
| Management And General | $48,564 | ManagementAndGeneralAmt |
| Fundraising | $243,660 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,193 | TotalAmt |
| Program Services | $15,908 | ProgramServicesAmt |
| Management And General | $14,677 | ManagementAndGeneralAmt |
| Fundraising | $18,608 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,858 | TotalAmt |
| Program Services | $102,003 | ProgramServicesAmt |
| Management And General | $47,055 | ManagementAndGeneralAmt |
| Fundraising | $114,800 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,644 | TotalAmt |
| Program Services | $24,229 | ProgramServicesAmt |
| Management And General | $17,467 | ManagementAndGeneralAmt |
| Fundraising | $22,948 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,909 | TotalAmt |
| Management And General | $32,909 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Management And General | $34,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Fundraising | $66,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,118 | TotalAmt |
| Management And General | $84,118 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Fundraising | $25,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,077 | TotalAmt |
| Management And General | $95,077 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,214 | TotalAmt |
| Management And General | $92,214 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,675 | TotalAmt |
| Management And General | $72,675 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,260 | TotalAmt |
| Management And General | $52,260 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,282 | TotalAmt |
| Program Services | $101,598 | ProgramServicesAmt |
| Management And General | $12,356 | ManagementAndGeneralAmt |
| Fundraising | $23,328 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,999 | TotalAmt |
| Program Services | $124,199 | ProgramServicesAmt |
| Management And General | $13,800 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SOLICITATION | $225,710 | $225,710 | |
| COMMUNICATIONS & PUBLIC REL. | $104,757 | $104,757 | |
| SPECIAL EVENTS SUPPORT | $49,014 | $49,014 | |
| REPAIRS & MAINTENANCE | $112,946 | $112,946 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,614 | TotalAmt |
| Program Services | $13,614 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,858,170 | TotalAmt |
| Program Services | $4,218,075 | ProgramServicesAmt |
| Management And General | $682,458 | ManagementAndGeneralAmt |
| Fundraising | $957,637 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,077 | BOYAmt |
| EOY | $4,017,025 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,314,587 | BOYAmt |
| EOY | $4,906,257 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,708 | BOYAmt |
| EOY | $44,609 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,598 | BOYAmt |
| EOY | $380,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,740,693 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,805,574 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,936 | BOYAmt |
| EOY | $935,119 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,182,883 | BOYAmt |
| EOY | $10,630,377 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,175,789 | BOYAmt |
| EOY | $20,913,691 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,399 | BOYAmt |
| EOY | $44,276 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,399 | BOYAmt |
| EOY | $169,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,700,996 | BOYAmt |
| EOY | $6,978,557 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,519,343 | BOYAmt |
| EOY | $10,796,557 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,911,051 | BOYAmt |
| EOY | $2,969,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,131,390 | BOYAmt |
| EOY | $20,744,415 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,175,789 | BOYAmt |
| EOY | $20,913,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,038,002 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$424,977 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,035,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,759,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,151,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,806,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,528,354 | CurrentTaxYearAmt |
| Total | $30,281,987 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,035,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,759,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,151,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,806,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,528,354 | CurrentTaxYearAmt |
| Total | $30,281,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,541,713 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,740,274 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $256,362 | CurrentTaxYearAmt |
| Total | $976,202 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $150 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,274 | CurrentTaxYearAmt |
| Total | $338,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,597,325 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90958 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95976 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 120.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,867,211 | BeginningYearBalanceAmt |
| Contributions | $433,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$199,152 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,101,309 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,297,189 | BeginningYearBalanceAmt |
| Contributions | $182,500 | ContributionsAmt |
| Investment Earnings Or Losses | $452,066 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $64,544 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,867,211 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,841,554 | BeginningYearBalanceAmt |
| Contributions | $1,344,266 | ContributionsAmt |
| Investment Earnings Or Losses | $1,111,369 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,297,189 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,134,807 | BeginningYearBalanceAmt |
| Contributions | $119,444 | ContributionsAmt |
| Investment Earnings Or Losses | $587,303 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,841,554 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,970,633 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $64,174 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,134,807 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,626,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,701,671 | DepreciationAmt |
| Book Value | $925,143 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,295 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,609 | DepreciationAmt |
| Book Value | $9,976 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $935,119 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,409,210 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$424,977 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $22,133 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$402,844 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,812,054 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $84,118 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $84,118 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,896,172 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,796,185 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $22,133 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $22,133 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,774,052 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $84,118 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $84,118 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,858,170 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part II, LINE 9 | CONSERVATION EASEMENTS: In February 2001, the Foundation was granted an easement for approximately 120 acres of the land and buildings that had previously been set aside for the Foundation's use. This conveyance provides for the use of the land and buildings in perpetuity, at no cost to the Foundation other than for related maintenance and repairs. The Foundation does not have title to the land or buildings and, accordingly, does not have any rights associated with ownership. The Foundation may only use the land and buildings for equestrian purposes; the character of the property is to remain as it was at the date of the grant, and any alterations or modifications to the existing landscape must be approved by the grantor. This conveyance is not included as a contribution or an asset in the accompanying financial statements. |
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT: ThE Endowment Fund was established based on its mission and consists of both donor restricted endowment fund and a fund designated by the board of trustees to function as endowment. Donors may direct that the investment income on their gifts be unrestricted or designated for a particular discipline or purpose. |
| SCHEDULE D, PART IV, LINE 11F | Income tax uncertainties: The Foundation is subject to the provisions of the Financial Accounting Standards Board's (the "FASB") Accounting Standards Codification ("ASC") Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. Because of the Foundation's general tax-exempt status, management believes ASC Topic 740 has not had, and is not anticipated to have, a material impact on the Foundation's financial statements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEW RIVER COMMUNICATIONS | PersonNm |
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $66,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $66,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROCKIN' RIO | Event1Nm |
| Gross Receipts Event1 | $1,089,279 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,089,279 | CharitableContriEvent1Amt |
| Event2 | AEGT Event | Event2Nm |
| Gross Receipts Event2 | $370,723 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $329,491 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $41,232 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $9,000 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $15,850 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $16,382 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $137,030 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $137,030 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $22,556 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $60,940 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $53,534 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,597,032 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,418,770 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $178,262 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $9,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,406 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $60,940 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $69,916 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $178,262 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US Equestrian Federation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4047 iron works parkway | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 562350714 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,038,934 | CashGrantAmt |
| Purpose Of Grant | EQUESTRIAN GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Jacqueline Mars Developing Rider Grant | 2 | $56,000 |
| AMANDA PIRIE-WARRINGTON GRANT | 1 | $5,000 |
| KAREN STIVES EVENTING GRANTS-PURE ENDOWMENT | 2 | $50,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION #2 | FormAndLineReferenceDesc |
| Explanation | UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC. BOARD MEMBERS, WHO ARE ALSO ON SEVERAL OF THE UNITED STATES EQUESTRIAN FEDERATION FINANCIAL COMMITTEES, MONITOR THE USE OF GRANT FUNDS VIA A YEAR END REPORT AS WELL AS MONITOR THE OUTSIDE ORGANIZATION'S BUDGETS AND EXPENSE RECEIPTS. ADDITIONAL ANALYSIS INCLUDES COMPARING ACTUAL TO ESTIMATED AMOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BONNIE B JENKINS | ||||||||||||||
| EXECUTIVE DIRECTOR | $235,000 | $0 | $45,000 | $0 | $0 | $0 | $6,720 | $0 | $42,935 | $0 | $329,655 | $0 | $0 | $0 |
| MARK P PIWOWAR | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $180,000 | $0 | $30,000 | $0 | $0 | $0 | $9,600 | $0 | $45,038 | $0 | $264,638 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II, Line 3 | FormAndLineReferenceDesc |
| Explanation | A compensation committee consisting of the officers and the executive committee review the performance of the CEO, Executive Director, officers and key employees during the year and base the compensation increase on their performance. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $939,024 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, QUESTION 19 | AVAILABILITY OF GOVERNING DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, QUESTION 12C | MONITORING CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS UPDATED AND REVIEWED EACH YEAR. THE BOARD OF TRUSTEES AND STAFF ARE REQUIRED TO SIGN A NEW POLICY EVERY YEAR ENSURING THEY ARE STILL IN COMPLIANCE. |
| FORM 990, PART VI QUESTION 15a and 15b | COMPENSATION PRACTICES: A compensation committee consisting of the officers and the executive committee review the performance of the CEO, Executive Director, officers and key employees during the year and base the compensation increase on their performance. |
| FORM 990, PART VI, QUESTION 11A | REVIEW OF FORM 990: THE UNITED STATES EQUESTRIAN TEAM FOUNDATION HELD A BOARD OF TRUSTEES MEETING ON JUNE 21, 2016, AT THE FOUNDATION HEADQUARTERS IN GLADSTONE, NJ. ONE OF THE AGENDA ITEMS INCLUDED DETAILED DISCUSSION PRESENTING COMPONENTS OF FEDERAL FORM 990. DISCUSSION INCLUDED CHANGES TO THE TAX CODE, INDIVIDUAL STATE REQUIREMENTS AND THE NEED FOR THE PUBLIC TO BE WELL INFORMED OF ANY ORGANIZATION THEY ARE CONSIDERING DONATING TO. THE BOARD REVIEWED FORM 990. THE BOARD UNANIMOUSLY AUTHORIZED A JOINT MEETING OF THE EXECUTIVE AND FINANCE COMMITTEE ON JUNE 28, 2016, AND AT THAT MEETING THE FEDERAL FORM 990 WAS APPROVED FOR FILING. |
| FORM 990, PART XI, LINE 5 | UNREALIZED LOSSES ($424,977) |
| FORM 990, PART I, LINE 1 | MISSION: THE UNITED STATES EQUESTRIAN TEAM FOUNDATION IS A NON-PROFIT ORGANIZATION THAT SUPPORTS THE COMPETITION, TRAINING, COACHING, TRAVEL AND EDUCATIONAL NEEDS OF AMERICA'S ELITE AND DEVELOPING INTERNATIONAL HIGH PERFORMANCE HORSES AND ATHLETES IN PARTNERSHIP WITH THE US EQUESTRIAN FEDERATION. |
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