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UNITED STATES DRESSAGE FEDERATION, INC.

Company Details

Name: UNITED STATES DRESSAGE FEDERATION, INC.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 14 May 2002 (23 years ago)
Authority Date: 14 May 2002 (23 years ago)
Last Annual Report: 26 Feb 2025 (2 months ago)
Organization Number: 0536839
Industry: Educational Services
Number of Employees: Medium (20-99)
ZIP code: 40511
City: Lexington
Primary County: Fayette County
Principal Office: 4051 IRON WORKS PARKWAY, LEXINGTON, KY 40511
Place of Formation: NEBRASKA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2023 237373705 2024-05-17 UNITED STATES DRESSAGE FEDERATION, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
UNITED STATES DRESSAGE FEDERATION, INC. CBS BENEFIT PLAN 2023 237373705 2024-12-30 UNITED STATES DRESSAGE FEDERATION, INC. 27
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2022 237373705 2023-05-16 UNITED STATES DRESSAGE FEDERATION, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
UNITED STATES DRESSAGE FEDERATION, INC. CBS BENEFIT PLAN 2022 237373705 2023-12-27 UNITED STATES DRESSAGE FEDERATION, INC. 28
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
UNITED STATES DRESSAGE FEDERATION, INC. CBS BENEFIT PLAN 2021 237373705 2022-12-29 UNITED STATES DRESSAGE FEDERATION, INC. 26
Three-digit plan number (PN) 501
Effective date of plan 2022-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2021 237373705 2022-05-19 UNITED STATES DRESSAGE FEDERATION, INC. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2020 237373705 2021-06-18 UNITED STATES DRESSAGE FEDERATION, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2019 237373705 2020-05-08 UNITED STATES DRESSAGE FEDERATION, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2018 237373705 2019-04-08 UNITED STATES DRESSAGE FEDERATION, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN 2017 237373705 2018-05-10 UNITED STATES DRESSAGE FEDERATION, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/05/12/20170512110957P030024831169001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/05/31/20160531082901P040088451527001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/05/18/20150518131316P040002333335001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 237373705
Plan administrator’s name UNITED STATES DRESSAGE FEDERATION, INC.
Plan administrator’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
Administrator’s telephone number 8599712277

Signature of

Role Plan administrator
Date 2015-05-18
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 237373705
Plan administrator’s name UNITED STATES DRESSAGE FEDERATION, INC.
Plan administrator’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
Administrator’s telephone number 8599712277

Signature of

Role Plan administrator
Date 2014-07-20
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/06/20131006185248P030022193235001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 237373705
Plan administrator’s name UNITED STATES DRESSAGE FEDERATION, INC.
Plan administrator’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
Administrator’s telephone number 8599712277

Signature of

Role Plan administrator
Date 2013-10-06
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/08/15/20120815063856P040030288290001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 237373705
Plan administrator’s name UNITED STATES DRESSAGE FEDERATION, INC.
Plan administrator’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
Administrator’s telephone number 8599712277

Signature of

Role Plan administrator
Date 2012-08-15
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/06/20111006080557P040661207456001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 237373705
Plan administrator’s name UNITED STATES DRESSAGE FEDERATION, INC.
Plan administrator’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
Administrator’s telephone number 8599712277

Signature of

Role Plan administrator
Date 2011-10-06
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/30/20100730202520P040041606563001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1992-10-12
Business code 813000
Sponsor’s telephone number 8599712277
Plan sponsor’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511

Plan administrator’s name and address

Administrator’s EIN 237373705
Plan administrator’s name UNITED STATES DRESSAGE FEDERATION, INC.
Plan administrator’s address 4051 IRON WORKS PARKWAY, LEXINGTON, KY, 40511
Administrator’s telephone number 8599712277

Signature of

Role Plan administrator
Date 2010-07-30
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-30
Name of individual signing STEPHEN HEINZSCH
Valid signature Filed with authorized/valid electronic signature

Treasurer

Name Role
Lorraine Musselman Treasurer

President

Name Role
Kevin Reinig President

Secretary

Name Role
Debra Reinhardt Secretary

Vice President

Name Role
Lisa Gorretta Vice President

Director

Name Role
Anne Sushko Director
Debby Savage Director
Heather Petersen Director
Susan Mandas Director
Bettina Longaker Director
Susan McKeown Director
Noah Rattner Director
Helen Van der Voort Director
Bess Bruton Director
Charlotte Trentelman Director

Registered Agent

Name Role
STEPHAN HIENZSCH Registered Agent

Filings

Name File Date
Annual Report 2025-02-26
Annual Report 2024-02-29
Annual Report 2023-03-21
Annual Report 2022-03-08
Annual Report 2021-03-30
Annual Report 2020-02-24
Annual Report 2019-05-30
Annual Report 2018-04-11
Annual Report 2017-04-25
Annual Report 2016-04-05

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7373705 Corporation Unconditional Exemption 4051 IRON WORKS PKWY, LEXINGTON, KY, 40511-8483 1974-06
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2024-03
Asset 10,000,000 to 49,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Mar
Asset Amount 12073495
Income Amount 5698307
Form 990 Revenue Amount 5366908
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 202303
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 202203
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 202103
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 202003
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 202003
Filing Type P
Return Type 990T
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201903
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201903
Filing Type P
Return Type 990T
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201803
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201703
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201703
Filing Type P
Return Type 990T
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201603
Filing Type E
Return Type 990
File View File
Organization Name UNITED STATES DRESSAGE FEDERATION
EIN 23-7373705
Tax Period 201503
Filing Type P
Return Type 990T
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2222857704 2020-05-01 0457 PPP 4051 IRON WORKS PKY, LEXINGTON, KY, 40511
Loan Status Date 2021-05-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 246000
Loan Approval Amount (current) 246000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40511-1000
Project Congressional District KY-06
Number of Employees 31
NAICS code 611699
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type 501(c)3 � Non Profit
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 248283.56
Forgiveness Paid Date 2021-04-08
9200348505 2021-03-12 0457 PPS 4051 Iron Works Pkwy, Lexington, KY, 40511-8483
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 210000
Loan Approval Amount (current) 210000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40511-8483
Project Congressional District KY-06
Number of Employees 29
NAICS code 813910
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type 501(c)3 � Non Profit
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 211412.02
Forgiveness Paid Date 2021-11-19

Sources: Kentucky Secretary of State