UNITED CEREBRAL PALSY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED CEREBRAL PALSY INC (EIN 20-3568840)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-07-26
- IRS object ID
- 202212079349301406
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-26T12:10:08-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203568840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CEREBRAL PALSY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2027760406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARMANDO CONTRERAS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2027760406 | PhoneNum |
| Signature | 2022-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARMANDO | PersonFirstNm |
| Person Last | CONTRERAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2022-07-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARMANDO CONTRERAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,992,500 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UCP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE INDISPENSABLE RESOURCE FOR INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DISABILITIES, THEIR FAMILIES, AND THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $642,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $545,813 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $996,225 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,019,502 | CYProgramServiceRevenueAmt |
| PY Investment Income | $101,656 | PYInvestmentIncomeAmt |
| CY Investment Income | $135,161 | CYInvestmentIncomeAmt |
| PY Other Revenue | $514,428 | PYOtherRevenueAmt |
| CY Other Revenue | $292,024 | CYOtherRevenueAmt |
| PY Total Revenue | $2,255,154 | PYTotalRevenueAmt |
| CY Total Revenue | $1,992,500 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $556,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $557,468 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $17,771 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,678 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $255,466 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,822,571 | PYOtherExpensesAmt |
| CY Other Expenses | $1,739,378 | CYOtherExpensesAmt |
| PY Total Expenses | $2,396,712 | PYTotalExpensesAmt |
| CY Total Expenses | $2,315,524 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$141,558 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$323,024 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,876,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,898,034 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $640,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $461,658 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,236,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,436,376 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED CEREBRAL PALSY (UCP) AND ITS 58 AFFILIATES SHARE A MISSION TO BE THE INDISPENSABLE RESOURCE FOR INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DISABILITIES, THEIR FAMILIES, AND THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $576,305 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,019,502 | RevenueAmt |
| Desc | NON-FEDERAL (BELLOWS): ASSISTIVE TECHNOLOGY OFTEN PLAYS A VITAL ROLE IN THE LIVES OF PEOPLE WITH DISABILITIES. ASSISTIVE TECHNOLOGY IS ANY ITEM, PIECE OF EQUIPMENT, OR PRODUCT THAT IS USED TO INCREASE, MAINTAIN, OR IMPROVE THE FUNCTIONAL CAPABILITIES OF INDIVIDUALS WITH DISABILITIES. WE OFFER FINANCIAL ASSISTANCE THROUGH OUR NON-FEDERAL GRANT PROGRAM, THE BELLOWS GRANT, WHICH HELPS PAY FOR ASSISTIVE TECHNOLOGY EQUIPMENT TO INDIVIDUALS WITH DISABILITIES THAT CANNOT AFFORD TO PURCHASE THIS LIVE CHANGING EQUIPMENT OR SPECIAL DEVICES. USE OF THIS PROGRAM IS AVAILABLE ONLY THROUGH UCP AFFILIATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $388,001 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT OF AFFILIATES: APPROXIMATELY 58 LOCAL SERVICE PROVIDERS OR UCP AFFILIATES (56 IN THE US AND 2 IN CANADA) REACHED MORE THAN 155,000 INDIVIDUALS AND THEIR FAMILIES ON AN ANNUAL BASIS. AFFILIATES SERVICES INCLUDE HOUSING, CLINICAL THERAPIES, ASSISTIVE TECHNOLOGY TRAINING, EARLY INTERVENTION PROGRAMS, TRANSPORTATION, INDIVIDUAL AND FAMILY SUPPORT, SOCIAL AND RECREATION PROGRAMS, COMMUNITY LIVING, STATE AND LOCAL REFERRALS, EMPLOYMENT ASSISTANCE AND TRAINING, ADVOCACY, INFORMATION, AND REFERRAL AND PROMOTE RESEARCH. UCP NATIONAL SUPPORTS THE NETWORK OF MEMBERS THROUGH AFFILIATE AND NATIONAL REVENUE SHARING PROGRAMS (ONLINE GIVING, THE VEHICLE DONATION PROGRAM, DIRECT MAIL, AND WORKPLACE GIVING). IN ADDITION, UCP NATIONAL FACILITATES A NATIONAL ANNUAL MEETING, TWO REGIONAL AFFILIATE CONVENINGS, AND QUARTERLY CEO VIRTUAL TOWN HALLS, TOPICAL CALLS, AFFILIATE PORTAL, CASE FOR INCLUSION ANNUAL REPORT, WEBINARS, NATIONAL UPDATE TOWN HALLS, AND FEDERAL-LEVEL ADVOCACY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $140,813 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLIC EDUCATION: THE UCP AFFILIATES PROVIDE SUPPORT AND SERVICES TO MORE THAN 155,000 PEOPLE WITH DISABILITIES ON AN ANNUAL BASIS, ONE PERSON AT A TIME, ONE FAMILY AT A TIME, MEETING THE UNIQUE NEEDS THAT EACH POSSESSES. THROUGH OUR AFFILIATE NETWORK, UCP PROVIDES SUCH DIVERSE PROGRAMS AS CHILDCARE, SUPPORTED LIVING, EDUCATION, HEALTH, EMPLOYMENT, AND RECREATIONAL ACTIVITIES. UCP SUPPORTS PUBLIC EDUCATION AND OUTREACH PROGRAMS, PROVIDING INFORMATION, RESOURCES, AND SOCIAL NETWORKING RESOURCES TO PARENTS, CAREGIVERS, AND PEOPLE WITH DISABILITIES. AROUND THE GLOBE. IN ADDITION, UCP EDUCATES THE AFFILIATE NETWORK THROUGH THE LIFE WITHOUT LIMITS AND NETWORK NEWS E-NEWSLETTER AND SEMINARS, SUCH AS THE PROFESSIONAL LEARNING SERIES AND NEWLY DEVELOPED AFFILIATE PORTAL. AT THE ANNUAL MEETING, NOW OPEN TO THE PUBLIC, WHICH PROVIDE VALUABLE INFORMATION IS SHARED ON CEREBRAL PALSY AND DISABILITY-RELATED ISSUES, AS WELL AS PHILANTHROPY AND LEADERSHIP TOPICS. UCP ALSO EDUCATES THE GENERAL PUBLIC THROUGH ITS NEWLY REVAMPED WEBSITE, WHICH PROVIDES INFORMATION FOR PARENTS, CAREGIVERS, AND PEOPLE WITH DISABILITIES AROUND THE GLOBE IN SEVERAL LANGUAGES INCLUDING A TEXT-TO-SPEECH FEATURE. UCP WILL ALSO PROVIDE INFORMATION REFERRAL (I&R) SERVICES THROUGH ITS PARTNERSHIP WITH AN AFFILIATE WHERE INDIVIDUALS CAN OBTAIN INFORMATION ON HOW TO CONTACT THEIR LOCAL, STATE, AND FEDERAL RESOURCES BY EITHER CALLING A TOLL-FREE NUMBER OR SUBMIT AN INQUIRY VIA THE UCP WEBSITE. BI-LINGUAL STAFF MEMBERS WILL BE AVAILABLE TO ANSWER INQUIRIES IN BOTH ENGLISH AND SPANISH. UCP ALSO PROVIDES INFORMATION REFERRAL SERVICES FOR THE GENERAL PUBLIC AND THE DISABILITY COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,105,119 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | DANIEL SCHULTZ | PersonNm |
| Phone | 2027760406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| KEITH GRAHAM | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN R HANCOCK CPA | |||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM THRASH | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAULA RADER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANE WILUSH | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| APRIL KAYLOR CCP PMP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE WILUSH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ILENE WILKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE DE SA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY PIACENTI MA CHSNC | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUIS RAMIREZ THOMAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET FARMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MARK GORMLEY MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK R LEZOTTE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER QUATTROMANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA GAGLIANO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARMANDO CONTRERAS | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $223,200 | $0 | $14,587 | ||
| ANITA PORCO | |||||||
| VP OF AFFILIATE NETWORK | 40.00 | $183,521 | $0 | $15,159 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $406,721 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,746 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS & GWENDOLYN CAFRITZ FOUNDATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW SUITE 1400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEASE ADMINISTRATION | ServicesDesc |
| Compensation | $741,052 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $12,765 | FederatedCampaignsAmt |
| All Other Contributions | $533,048 | AllOtherContributionsAmt |
| Total Contributions | $545,813 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP FEES | 900099 | $987,002 | $987,002 |
| ANNUAL CONFERENCE | 900099 | $32,500 | $32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,019,502 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,161 | TotalRevenueColumnAmt |
| Exclusion | $135,161 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,098 | TotalRevenueColumnAmt |
| Exclusion | $1,098 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $290,792 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $290,792 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $290,792 | TotalRevenueColumnAmt |
| Exclusion | $290,792 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134 | TotalRevenueColumnAmt |
| Exclusion | $134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $134 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,992,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,019,502 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $427,185 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,604 | TotalAmt |
| Program Services | $158,953 | ProgramServicesAmt |
| Management And General | $193,322 | ManagementAndGeneralAmt |
| Fundraising | $77,329 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,566 | TotalAmt |
| Program Services | $34,005 | ProgramServicesAmt |
| Management And General | $37,939 | ManagementAndGeneralAmt |
| Fundraising | $14,622 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,841 | TotalAmt |
| Program Services | $3,164 | ProgramServicesAmt |
| Management And General | $3,291 | ManagementAndGeneralAmt |
| Fundraising | $1,386 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,457 | TotalAmt |
| Program Services | $12,379 | ProgramServicesAmt |
| Management And General | $15,056 | ManagementAndGeneralAmt |
| Fundraising | $6,022 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,152 | TotalAmt |
| Management And General | $40,152 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,505 | TotalAmt |
| Management And General | $47,505 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,678 | TotalAmt |
| Fundraising | $18,678 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,617 | TotalAmt |
| Management And General | $52,617 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,796 | TotalAmt |
| Program Services | $15,423 | ProgramServicesAmt |
| Management And General | $114,189 | ManagementAndGeneralAmt |
| Fundraising | $26,184 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,634 | TotalAmt |
| Program Services | $1,201 | ProgramServicesAmt |
| Management And General | $23,625 | ManagementAndGeneralAmt |
| Fundraising | $2,808 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,032 | TotalAmt |
| Program Services | $147,670 | ProgramServicesAmt |
| Management And General | $338,214 | ManagementAndGeneralAmt |
| Fundraising | $90,148 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,162 | TotalAmt |
| Management And General | $23,338 | ManagementAndGeneralAmt |
| Fundraising | $3,824 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,445 | TotalAmt |
| Program Services | $1,127 | ProgramServicesAmt |
| Management And General | $6,256 | ManagementAndGeneralAmt |
| Fundraising | $62 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,381 | TotalAmt |
| Program Services | $621,381 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,042 | TotalAmt |
| Program Services | $22,158 | ProgramServicesAmt |
| Management And General | $49,356 | ManagementAndGeneralAmt |
| Fundraising | $13,528 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $84,906 | $84,906 | |
| BAD DEBT EXPENSE | $10,000 | $10,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,706 | TotalAmt |
| Program Services | $2,752 | ProgramServicesAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,315,524 | TotalAmt |
| Program Services | $1,105,119 | ProgramServicesAmt |
| Management And General | $954,939 | ManagementAndGeneralAmt |
| Fundraising | $255,466 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,016 | BOYAmt |
| EOY | $1,193,904 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,888 | BOYAmt |
| EOY | $71,865 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,506 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,635 | BOYAmt |
| EOY | $80,328 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,237 | BOYAmt |
| EOY | $36,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,125,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,048,188 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,476 | BOYAmt |
| EOY | $77,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,983,325 | BOYAmt |
| EOY | $9,032,955 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,830 | BOYAmt |
| EOY | $8,830 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,395 | BOYAmt |
| EOY | $395,487 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,876,308 | BOYAmt |
| EOY | $10,898,034 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,794 | BOYAmt |
| EOY | $186,102 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,187 | BOYAmt |
| EOY | $76,539 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,081 | BOYAmt |
| EOY | $199,017 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,062 | BOYAmt |
| EOY | $461,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,667,235 | BOYAmt |
| EOY | $3,084,448 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,569,011 | BOYAmt |
| EOY | $7,351,928 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,236,246 | BOYAmt |
| EOY | $10,436,376 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,876,308 | BOYAmt |
| EOY | $10,898,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$323,024 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,466,062 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $57,092 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $2,659,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,580,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $642,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $545,813 | CurrentTaxYearAmt |
| Total | $7,087,498 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,659,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,580,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $642,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $545,813 | CurrentTaxYearAmt |
| Total | $7,087,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $919,328 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,168,170 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $405,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $549,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $526,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $427,051 | CurrentTaxYearAmt |
| Total | $2,337,162 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,593 | CurrentTaxYearMinus1YearAmt |
| Total | $247,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,672,622 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,254,639 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73180 | 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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,315,524 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,315,524 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $265,776 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,444 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $268,423 | CurrentYearMinus3Amt |
| Current Year Minus2 | $274,017 | CurrentYearMinus2Amt |
| Current Year Minus1 | $269,836 | CurrentYearMinus1Amt |
| Current Year | $265,776 | CurrentYearAmt |
| Total | $1,078,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,617,078 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $67,106 | CurrentYearMinus3Amt |
| Current Year Minus2 | $68,504 | CurrentYearMinus2Amt |
| Current Year Minus1 | $67,459 | CurrentYearMinus1Amt |
| Current Year | $66,444 | CurrentYearAmt |
| Total | $269,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $404,270 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,921,939 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,496,851 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $576,213 | OtherExpendituresAmt |
| End Year Balance | $8,842,577 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,416,035 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $160,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $654,988 | OtherExpendituresAmt |
| End Year Balance | $7,921,939 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,311,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,253 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $711,290 | OtherExpendituresAmt |
| Administrative Expenses | $180,722 | AdministrativeExpensesAmt |
| End Year Balance | $8,416,035 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,228,524 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $405,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $322,922 | OtherExpendituresAmt |
| End Year Balance | $9,311,300 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,571,790 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,150,648 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,493,914 | OtherExpendituresAmt |
| End Year Balance | $9,228,524 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22494 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50674 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26832 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $700,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $630,713 | DepreciationAmt |
| Book Value | $69,573 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,713 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,051 | DepreciationAmt |
| Book Value | $2,662 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $330,424 | DepreciationAmt |
| Book Value | $5,440 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,675 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $191,934 |
| SECURITY DEPOSIT | $7,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $199,017 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,549,185 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,466,062 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $143,240 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$52,617 | OtherRevenueAmt |
| Revenue Not Reported | $1,556,685 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,992,500 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,992,500 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,406,147 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $143,240 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $143,240 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,262,907 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $52,617 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $52,617 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,315,524 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS AT SEPTEMBER 30, 2021 CONSIST OF THE BELLOWS ENDOWMENT DETAILED ABOVE, AS WELL AS CHARITABLE ANNUITY TRUST INTERESTS. EARNINGS ON THE BELLOWS ENDOWMENT FUND RE TEMPORARILY RESTRICTED FOR PROGRAM PURPOSES AS SPECIFIED BY THE DONOR. UCP IS THE BENEFICIARY OF THE INCOME OF TWO CHARITABLE ANNUITY TRUSTS THAT IT DOES NOT ADMINISTER. THE INVESTMENTS OF EACH TRUST ARE ADMINISTERED BY A TRUSTEE WHO IS INDEPENDENT OF UCP, AND DISTRIBUTIONS ARE MADE TO UCP IN ACCORDANCE WITH THE TRUST AGREEMENT FOR EACH TRUST. THESE TRUSTS ARE INVESTED IN CASH AND CASH EQUIVALENTS, FIXED INCOME FUNDS, MUTUAL FUNDS, AND EQUITIES. UCP RECORDS ITS INTEREST IN THESE TRUSTS AT FAIR MARKET VALUE WITHIN PERMANENTLY RESTRICTED NET ASSESTS. ANNUALLY, UCP MAY BUDGET FOR 5% OF THE BOARD DESIGNATED ENDOWMENT FUNDS TO BE SPENT IN THE FOLLOWING YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -52,617. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPTOWN DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 WEST 23RD STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL GIFT LABELS, APPEALS, SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $18,678 | RetainedByContractorAmt |
| Net To Organization | -$18,678 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $18,678 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,678 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMANDO CONTRERAS | ||||||||||||||
| PRESIDENT & CEO | $216,200 | $0 | $7,000 | $0 | $0 | $0 | $10,810 | $0 | $3,777 | $0 | $237,787 | $0 | $0 | $0 |
| ANITA PORCO | ||||||||||||||
| VP OF AFFILIATE NETWORK | $180,521 | $0 | $3,000 | $0 | $0 | $0 | $8,818 | $0 | $6,341 | $0 | $198,680 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | UCP'S MEMBERSHIP IS COMPOSED OF DOMESTIC 501(C)(3) CHARITABLE NONPROFITS WHICH PROVIDE SERVICES TO AND ADVOCACY ON BEHALF OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | A NOMINATING COMMITTEE ASSESSES THE NEEDS OF THE UCP BOARD AND VETS CANDIDATES FOR THE BOARD OF TRUSTEES. THE NOMINATING COMMITTEE RECOMMENDS A SLATE OF CANDIDATES TO THE MEMBERS OF THE CORPORATION ANNUALLY. FLOOR NOMINATIONS ARE TAKEN AT THE ANNUAL MEETING. THE MEMBERS THAN VOTE ON THE SLATE OF CANDIDATES FOR THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE ORGANIZATION VOTE ON CHANGES TO THE ORGANIZATIONAL DOCUMENTS OF UCP, INCLUDING ITS ARTICLES OF INCORPORATION OR BYLAWS; ELECTION OF TRUSTEES BY THE BOARD TO SERVE A VACANT SEAT ON THE BOARD; ELECTION OF MEMBERS OF THE NOMINATING COMMITTEE; AND ELECTION OF MEMBERS OF THE PROFESSIONAL COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11B | UCP'S AUDITED FINANCIAL STATEMENTS UPON WHICH THE FINANCIAL INFORMATION IN THE 990 IS BASED WAS REVEIWED AND ACCEPTED BY THE AUDIT COMMITTEE AND THE BOARD. UCP'S 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE AND BOARD OF TRUSTEES UPON FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | UCP'S BOARD CHAIR ANNUALLY REQUESTS CONFLICT OF INTEREST DISCLOSURE STATEMENTS FROM THE BOARD MEMBERS AND SENIOR MANAGEMENT EMPLOYEES, WHICH ARE SUBMITTED TO UCP'S PRESIDENT AND CEO. OTHER INDIVIDUALS MAY ALSO SUBMIT TO THE PRESIDENT AND CEO INFORMATION REGARDING POTENTIAL CONFLICTS OF WHICH THEY ARE AWARE. UCP'S PRESIDENT AND CEO REVIEWS ANY POTENTIAL CONFLICT DISCLOSURES AND REPORTS TO THE BOARD CHAIR OR OTHER RELEVANT BOARD LEADER IF THE BOARD CHAIR IS CONFLICTED. IF AN APPARENT CONFLICT IS PRESENT, THE BOARD CHAIR OR OTHER BOARD LEADER WILL SEEK RECUSAL OF THE INDIVIDUAL WITH A CONFLICT. THE POLICY REQUIRES THAT ALL BOARD MEMBERS AND SENIOR MANAGEMENT EMPLOYEES SUBMIT UPDATED DISCLOSURE STATEMENTS UPON A CHANGE IN MATERIAL CIRCUMSTANCES WHICH MAY PRESENT THE APPEARANCE OF A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HR & COMPENSATION COMMITTEE OF THE BOARD CONDUCTS A SALARY AND BENEFITS REVIEW AND APPROVAL. THE COMMITTEE CONSULTS SURVEYS OF COMPARABLE SALARIES AND BENEFITS PROVIDED TO INDIVIDUALS IN SIMILAR POSITIONS WITHIN SIMILAR GEOGRAPHICAL AREAS, THE COMMITTEE ALSO REVIEWS COMPARABLE SALARIES AND BENEFITS AT OTHER 501(C)(3) NONPROFIT CORPORATIONS AVAILABLE VIA IRS 990'S. THE COMMITTEE CONSIDERS INDIVIDUAL PERFORMANCE FACTORS, COMPARABLE SALARIES, AND POSITION DESCRIPTIONS IN APPROVING SALARIES AND BENEFITS. THE COMMITTEE'S RECOMMENDATION IS THEN SUBMITTED TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED TO OUR WEBSITE FOR PUBLIC VIEWING AND PRINTING, IF NEEDED. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS HELD BY THIRD PARTIES 57,092. |
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