Nonprofit · EIN 13-5540007
AMERICAN MORGAN HORSE ASSOCIATION INC
Tax-exempt · LEXINGTON, KY 40511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,358,895 | $2,289,287 | $69,608 | $2,218,179 | $466,675 | $1,751,504 |
| December 31, 2024 | 990 | $2,291,825 | $2,322,958 | -$31,133 | $2,002,443 | $380,240 | $1,622,203 |
| December 31, 2023 | 990 | $2,231,662 | $2,181,059 | $50,603 | $2,344,365 | $430,090 | $1,914,275 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $558,533
- Membership dues
- $396,145
- Program service revenue
- $1,777,701
- Investment income
- $18,838
- Net income from sales of inventory
- $3,823
- Other revenue
- $3,823
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $134,595
- Other salaries and wages
- $809,755
- Salaries, compensation and benefits (total)
- $1,141,582
- Professional fundraising fees
- $0
- Legal fees
- $13,297
- Accounting fees
- $15,921
- Occupancy
- $35,073
- Travel
- $105,046
- Depreciation
- $37,046
Balance sheet and other
- Total assets, start of year
- $2,002,443
- Total assets, end of year
- $2,218,179
- Total liabilities, end of year
- $466,675
- Net assets, end of year
- $1,751,504
- Land, buildings and equipment
- $51,339
- Net assets without donor restrictions
- $1,194,527
- Net assets with donor restrictions
- $556,977
- Gross unrelated business income
- $838,928
- Gross receipts
- $2,365,414
- Employees
- 22
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- NY
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE MORTENSEN | EXECUTIVE DIRECTOR Officer | 40 | $123,837 | $10,758 |
| STEVEN HANDY | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| SHARON BOYCE BENDER | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| ASHLEIGH WOOD | VP OF FINANCE Trustee or director, Officer | 8 | $0 | $0 |
| KELLY KRAEGEL | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| CA TONY LEE III | EASTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| JAMES GRUENBERG | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| HARLAN GRUNDEN | CENTRAL DIRECTOR (END 2025) Trustee or director | 8 | $0 | $0 |
| TERRI STURM | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| DALLAS MCLARNEY-BOLEN | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| CATHY BLACKBURN | CENTRAL DIRECTOR (START 2025) Trustee or director | 8 | $0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE MORTENSEN | EXECUTIVE DIRECTOR Officer | 40 | $130,519 | $9,151 |
| STEVEN HANDY | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| SHARON BOYCE BENDER | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| ASHLEIGH WOOD | VP OF FINANCE Trustee or director, Officer | 8 | $0 | $0 |
| KELLY KRAEGEL | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| CA TONY LEE III | EASTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| JAMES GRUENBERG | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| HARLAN GRUNDEN | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| TERRI STURM | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| DALLAS MCLARNEY-BOLEN | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARRIE MORTENSEN | EXECUTIVE DIRECTOR Officer | 40 | $131,602 | $8,649 |
| STEVEN HANDY | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| CA TONY LEE III | VICE PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| ASHLEIGH WOOD | VP OF FINANCE Trustee or director, Officer | 8 | $0 | $0 |
| KELLY KRAEGEL | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| SHARON BOYCE BENDER | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| JAMES GRUENBERG | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| HARLAN GRUNDEN | CENTRAL DIRECTOR Trustee or director | 8 | $0 | $0 |
| TERRI STURM | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
| DALLAS MCLARNEY-BOLEN | WESTERN DIRECTOR Trustee or director | 8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4307 IRON WORKS PARKWAY STE 130, LEXINGTON, KY 40511-0000
- Principal officer (990 for 2025)
- CARRIE MORTENSEN, 4037 IRON WORKS PARKWAY 130, LEXINGTON, KY 40511
- Signed the 990
- CARRIE MORTENSEN, EXECUTIVE DIRECTOR
- Phone
- (802) 985-4944
- Website
- WWW.MORGANHORSE.COM
- Return prepared by
- MCSOLEY MCCOY & CO
Mission
PRESERVE, PROMOTE AND PERPETUATE THE MORGAN BREED
Program accomplishments
- REGISTRY - THE PURPOSE OF THE REGISTRY IS TO ACCURATELY RECORD AND PRESERVE MORGAN BLOODLINES.
- PUBLICATIONS - WITH A CIRCULATION OF NEARLY 4,000, THE MORGAN HORSE MAGAZINE EDUCATES AND PROMOTES THE MORGAN BREED.
- MEMBER SERVICES - CONVENTIONS, SHOWS, RECOGNITION PROGRAMS, AND NEWSLETTERS ALL IN FURTHERANCE OF THE ASSOCIATION'S PURPOSE.
- SALE AND DISTRIBUTION OF PROMOTIONAL AND EDUCATIONAL ITEMS RELATED TO THE MORGAN HORSE AND GENERAL PROMOTION OF THE MORGAN HORSE BREED.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-5540007
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1938
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,218,179
- Income (IRS master file)
- $2,365,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,358,895 | $2,289,287 | $2,218,179 | IRS |
| 990 | December 2024 | $2,291,825 | $2,322,958 | $2,002,443 | IRS |
| 990 | December 2023 | $2,231,662 | $2,181,059 | $2,344,365 | XML |
| 990 | December 2022 | $2,257,844 | $2,017,486 | $2,180,654 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 13-5540007).
Questions about AMERICAN MORGAN HORSE ASSOCIATION INC
- What is the EIN of AMERICAN MORGAN HORSE ASSOCIATION INC?
- The employer identification number (EIN) of AMERICAN MORGAN HORSE ASSOCIATION INC is 13-5540007.
- Is AMERICAN MORGAN HORSE ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1938.
- Are donations to AMERICAN MORGAN HORSE ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN MORGAN HORSE ASSOCIATION 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 AMERICAN MORGAN HORSE ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN MORGAN HORSE ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AMERICAN MORGAN HORSE ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 names CARRIE MORTENSEN.
- Who are the officers and directors of AMERICAN MORGAN HORSE ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $123,837 (CARRIE MORTENSEN, EXECUTIVE DIRECTOR).
- How much revenue does AMERICAN MORGAN HORSE ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,358,895, expenses of $2,289,287 and total assets of $2,218,179 at year end.
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