2021-07-29T11:30:26-05:00 2020-09-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-10-01 203568840 UNITED CEREBRAL PALSY INC UNIT 2027760406 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 ARMANDO CONTRERAS PRESIDENT & CEO 2027760406 2021-07-27 1 JENNY TARKOWSKI CPA P00634290 6082744020 2019 2022-09-23 18:48:47Z ARMANDO CONTRERAS 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 2978836 0 X UCP.ORG X 2005 DC TO BE THE INDISPENSABLE RESOURCE FOR INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DISABILITIES, THEIR FAMILIES, AND THEIR COMMUNITIES. 16 16 3 19 0 0 658987 642845 1031172 996225 487284 101656 205322 514428 2382765 2255154 0 0 0 0 573495 556370 26806 17771 267328 1880034 1822571 2480335 2396712 -97570 -141558 9923300 9876308 689408 640062 9233892 9236246 X 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. 0 0 353628 0 0 SUPPORT OF AFFILIATES:APPROXIMATELY 58 LOCAL SERVICE PROVIDERS OR UCP AFFILIATES REACHED MORE THAN 150,000 INDIVIDUALS AND THEIR FAMILIES. AFFILIATES SERVICES INCLUDES: HOUSING, THERAPY, ASSISTIVE TECHNOLOGY, TRAINING, EARLY INTERVENTION PROGRAMS, INDIVIDUAL AND FAMILY SUPPORT, SOCIAL AND RECREATION PROGRAMS, COMMUNITY LIVING, STATE AND LOCAL REFERRALS, EMPLOYMENT ASSISTANCE, TRANSPORTATION AND ADVOCACY. INFORMATIONAL AND REFERRAL PROGRAM WAS DELEGATED TO A UCP AFFILIATE IN BOSTON TO RECEIVE CALLS AND ONLINE INQUIRIES REGARDING SERVICES AND RESOURCES IN THEIR AREA FROM PEOPLE LOOKING FOR MORE INFORMATION. UCP NATIONAL SUPPORTS AFFILIATES THROUGH: AFFILIATE AND NATIONAL REVENUE SHARING PROGRAMS (ONLINE GIVING AND THE CAR PROGRAM. IN ADDITION, UCP NATIONAL A VIRTUAL MEMBERS OF THE CORPORATION MEETING, A NATIONAL VIRTUAL TOWN HALL MEETING AND QUARTERLY CEO AND AFFILIATE VIRTUAL TOWN HALLS ZOOM CALLS. UCP NATIONAL ALSO UPDATED THE AFFILIATE CHARTER AGREEMENTS WHICH ALLOWED AFFILIATES TO REVIEW THEIR TERRITORY AND REQUEST AN EXPANSION (IF APPLICABLE). 654988 0 996225 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, BELLOWS' FUND, WHICH HELPS PROVIDE ASSISTIVE TECHNOLOGY EQUIPMENT TO INDIVIDUALS WITH DISABILITIES THAT ARE NOT ABLE TO AFFORD THIS TECHNOLOGY. THE USE OF THIS PROGRAM IS AVAILABLE ONLY THROUGH UCP AFFILIATES. 152518 0 0 PUBLIC EDUCATION:THE UCP AFFILIATES PROVIDE SUPPORT AND SERVICES TO MORE THAN 150,000 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 AN 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 NETWORK NEWS AND LIFE WITHOUT LIMITS NEWSLETTERS AND SEMINARS AT THE ANNUAL MEETING, WHICH PROVIDES INFORMATION ON CEREBRAL PALSY AND DISABILITY-RELATED ISSUES, AS WELL AS PHILANTHROPY AND LEADERSHIP TOPICS. UCP ALSO EDUCATES THE GENERAL PUBLIC THROUGH ITS WEBSITE, WHICH PROVIDES INFORMATION FOR PARENTS, CAREGIVERS, AND PEOPLE WITH DISABILITIES AROUND THE GLOBE. 1161134 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X DANIEL SCHULTZ 2027760406 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 KEITH GRAHAM CHAIR 1.00 X X 0 0 0 JOHN R HANCOCK CPA VICE-CHAIR 1.00 X X 0 0 0 WILLIAM THRASH TREASURER 1.00 X X 0 0 0 PAULA RADER SECRETARY 1.00 X X 0 0 0 DIANE WILUSH IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JOHN ANDERSON TRUSTEE 1.00 X 0 0 0 JEANNE DE SA TRUSTEE 1.00 X 0 0 0 MARGARET FARMAN TRUSTEE 1.00 X 0 0 0 TERESA GAGLIANO TRUSTEE 1.00 X 0 0 0 DR MARK GORMLEY MD TRUSTEE 1.00 X 0 0 0 APRIL KAYLOR CCP PMP TRUSTEE 1.00 X 0 0 0 MARK R LEZOTTE TRUSTEE 1.00 X 0 0 0 PETER QUATTROMANI TRUSTEE 1.00 X 0 0 0 KELLY PIACENTI MA CHSNC TRUSTEE 1.00 X 0 0 0 LUIS RAMIREZ THOMAS TRUSTEE 1.00 X 0 0 0 DR ILENE WILKINS TRUSTEE 1.00 X 0 0 0 ARMANDO CONTRERAS PRESIDENT & CEO 40.00 X 222700 0 14370 ANITA PORCO VP OF AFFILIATE NETWORK 40.00 X 184606 0 16991 407306 0 31361 2 0 1 0 0 15770 104200 522875 642845 MEMBERSHIP FEES 900099 992725 992725 ANNUAL CONFERENCE 900099 3500 3500 996225 238753 238753 2191 2191 285644 0 285644 285644 285644 586585 723682 -137097 -137097 -137097 LEGAL SETTLEMENT REVENUE 900099 225000 225000 1593 1593 226593 2255154 996225 0 616084 441371 163307 198617 79447 77429 28607 36312 12510 1526 563 754 209 2862 1058 1327 477 33182 12275 15032 5875 39614 39614 42858 42858 17771 17771 53640 53640 137313 3330 91763 42220 35548 1230 26949 7369 599669 149310 363750 86609 18098 3024 15012 62 17722 4294 13428 675363 675363 86610 22688 50761 13161 DUES & SUBSCRIPTIONS 96085 96085 BAD DEBT EXPENSE 16000 16000 4051 2433 1618 2396712 1161134 968250 267328 285983 988016 110996 72888 89354 39506 41173 252635 30487 32237 1123623 963147 245815 160476 8801979 7983325 8830 317513 338395 9923300 9876308 121263 203794 38424 63187 529721 373081 689408 640062 X 2128111 2667235 7105781 6569011 9233892 9236246 9923300 9876308 X -141558 123030 20882 X 0 1 X 1 0 X 2954677 2659082 2580771 658987 642845 9496362 2954677 2659082 2580771 658987 642845 9496362 765090 8731272 237197 428692 405334 549497 526588 2147308 39228 9572 2119 9678 226593 287190 11930860 2384755 0.73180 0.80370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2396712 2396712 269836 67459 0 0 282981 268423 274017 269836 1095257 1642886 70745 67106 68504 67459 273814 410721 8416035 160892 654988 7921939 9311300 -3253 711290 180722 8416035 9228524 405698 322922 9311300 9571790 1150648 1493914 9228524 9516315 667537 612062 9571790 0.22110 0.56560 0.21330 1 0 700286 567051 133235 87473 86031 1442 335864 310065 25799 160476 DEFERRED RENT 365998 SECURITY DEPOSIT 7083 373081 2476171 123030 151627 -53640 221017 2255154 0 2255154 2494699 151627 151627 2343072 53640 53640 2396712 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT SEPTEMBER 30, 2020 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 -53,640. X 1 LEWIS ADVERTISING 325 EAST OLIVER ST BALTIMORE MD 21202 DIRECT MAIL GIFT LABELS, APPEALS, SOLICITATION 0 0 16691 -16691 16691 -16691 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X X 0 0 0 0 0 0 0 0 0 ARMANDO CONTRERAS PRESIDENT & CEO 216200 0 6500 0 0 0 10709 0 3661 0 237070 0 0 0 ANITA PORCO VP OF AFFILIATE NETWORK 180628 0 3978 0 0 0 10819 0 6172 0 201597 0 0 0 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 20,882.