2020-11-09T08:34:18-06:00 2019-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2019-01-01 340753561 UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC UNIT 2167918363 10011 EUCLID AVENUE CLEVELAND OH 441064701 PATRICIA OTTER PRESIDENT/CEO 2167918363 2020-11-05 1 CHRISTOPHER B ANDERSON P00226559 2163630100 209.116.109.2 2020-11-05 16:01:36 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 34F15A1E57D14FDCA2271EC8547C559A386063E6 2019 2021-01-29 14:40:06Z PATRICIA OTTER 10011 EUCLID AVENUE CLEVELAND OH 44106 12965945 0 X WWW.UCPCLEVELAND.ORG X 1952 OH THE MISSION OF UNITED CEREBRAL PALSY IS TO EMPOWER CHILDREN AND ADULTS WITH DISABILITIES TO ADVANCE THEIR INDEPENDENCE, PRODUCTIVITY AND INCLUSION IN THE COMMUNITY. 35 35 395 34 0 0 906365 619725 9434109 9838492 382569 327789 229324 295782 10952367 11081788 44346 38159 0 0 8803183 9186918 0 0 507878 2075471 2651550 10923000 11876627 29367 -794839 9874261 11337625 595734 2173918 9278527 9163707 THE MISSION OF UNITED CEREBRAL PALSY IS TO EMPOWER CHILDREN AND ADULTS WITH DISABILITIES TO ADVANCE THEIR INDEPENDENCE, PRODUCTIVITY AND INCLUSION IN THE COMMUNITY. 0 0 5336687 38159 5036342 OAKLEAF, A CENTER OF EXCELLENCE FOR ADULTS AT UCP OF GREATER CLEVELAND, EMPOWERS ADULTS WITH DISABILITIES TO DISCOVER THEIR INNER STRENGTH, BUILD ENDURANCE, AND FIND THE COURAGE AND TENACITY TO REACH THEIR FULL POTENTIAL IN THE COMMUNITY AND EMPLOYMENT. 3307927 2890266 LEAFBRIDGE, A CENTER OF EXCELLENCE FOR CHILDREN AT UCP OF GREATER CLEVELAND, FOSTERS THE PHYSICAL, MENTAL AND EMOTIONAL DEVELOPMENT OF CHILDREN WITH DISABILITIES. 1751401 1911884 OAKLEAF HOMES PROVIDES 24-HOUR PERSONAL CARE AND SUPPORT IN TWO GROUP HOMES THAT ENABLE CLIENTS TO LIVE AS INDEPENDENTLY AS POSSIBLE WITHIN THEIR COMMUNITIES. 10396015 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 395 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X PATRICIA OTTER 2167918363 10011 EUCLID AVE CLEVELAND OH 44106 MICHAEL S MCMAHON TRUSTEE 1.00 X 0 0 0 RICHARD BLAKE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER FUREY MD TRUSTEE 1.00 X 0 0 0 CHARLES H JOSEPH III TRUSTEE 1.00 X 0 0 0 STACEY M JOHNSON BOARD TREASURER 1.00 X X 0 0 0 DAVID EATON TRUSTEE 1.00 X 0 0 0 JACKIE DALTON TRUSTEE 1.00 X 0 0 0 ARTHUR DEPOMPEI TRUSTEE 1.00 X 0 0 0 JULIE JACKSON BOARD CHAIR 1.00 X X 0 0 0 MIKE MARALDO BOARD VICE CHAIR 1.00 X X 0 0 0 DAVID PAMER TRUSTEE 1.00 X 0 0 0 MICHAEL CAPUTO TRUSTEE 1.00 X 0 0 0 KEVIN ELLMAN TRUSTEE 1.00 X 0 0 0 BRYAN FALK TRUSTEE 1.00 X 0 0 0 JOSHUA HOLDEN TRUSTEE 1.00 X 0 0 0 MICHELE HOZA TRUSTEE 1.00 X 0 0 0 NATHAN HUI TRUSTEE 1.00 X 0 0 0 MARIBETH WEBER TRUSTEE 1.00 X 0 0 0 LANCE WILSON TRUSTEE 1.00 X 0 0 0 DI XU TRUSTEE 1.00 X 0 0 0 DAVID S BANAS TRUSTEE 1.00 X 0 0 0 MARIANNE CROSLEY TRUSTEE 1.00 X 0 0 0 AMY DAVIN TRUSTEE 1.00 X 0 0 0 ALFONSO HINOJOSA TRUSTEE 1.00 X 0 0 0 THOMAS JENKINS TRUSTEE 1.00 X 0 0 0 SCOTT KELLY TRUSTEE 1.00 X 0 0 0 JAMES MARRA TRUSTEE 1.00 X 0 0 0 MICHAEL OBI TRUSTEE 1.00 X 0 0 0 CHRISTOPHER RININGER TRUSTEE 1.00 X 0 0 0 ROBERT PELLES TRUSTEE 1.00 X 0 0 0 MICHAEL WASHINGTON TRUSTEE 1.00 X 0 0 0 SHAUN T HUGHES TRUSTEE 1.00 X 0 0 0 TINISHYA HOMES TRUSTEE 1.00 X 0 0 0 CARMEN ROMAN TRUSTEE 1.00 X 0 0 0 LEE M STACEY SECRETARY 1.00 X X 0 0 0 PATRICIA S OTTER PRESIDENT/CEO 40.00 X 155529 0 26015 BETH A LUCAS CHIEF OPERATING OFFICER 40.00 X 99812 0 12531 MATTHEW J NATOLE DIRECTOR OF FINANCE AND ADMIN. 40.00 X 45016 0 2445 CELESTE A ISOM DIRECTOR OF FINANCE AND ADMIN. 40.00 X 38356 0 3188 338713 0 44179 1 0 1 0 AMY DWYER SHUTE 19715 FRAZIER DRIVE ROCKY RIVER OH 44116 DEVELOPMENT 115885 1 116897 502828 619725 FEES FOR SERVICE 900099 9838492 9838492 9838492 118371 118371 1934917 500 1725999 0 208918 500 209418 209418 453940 158158 295782 295782 11081788 9838492 0 623571 38159 38159 382892 347239 22906 12747 7266783 6590123 434732 241928 76488 69366 4576 2546 746138 676660 44637 24841 714617 657151 38450 19016 1499 703 287 509 33797 15852 6475 11470 591178 351466 143559 96153 98182 46051 18810 33321 404837 377597 23077 4163 188031 176229 9686 2116 55841 26734 21489 7618 42203 42203 333587 304128 24989 4470 50641 37635 11236 1770 SUPPLIES 357120 334494 10871 11755 MEMBERSHIP DUES 169740 117490 46019 6231 MISCELLANEOUS 157936 93686 43275 20975 TELEPHONE 92090 76258 13834 1998 74868 58994 11623 4251 11876627 10396015 972734 507878 110751 49946 210506 157291 99601 57261 804503 1278224 85245 70992 9058459 4453553 3505960 4604906 5057695 5119005 9874261 11337625 499161 269444 96573 1904474 595734 2173918 X 7573682 7605930 1704845 1557777 9278527 9163707 9874261 11337625 -794839 680019 0 X 0 1 X 1 0 X 588093 645595 782175 906365 619725 3541953 588093 645595 782175 906365 619725 3541953 186086 3355867 139488 113846 158319 186649 118371 716673 4258626 47673435 0.78800 0.77600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5268201 3058 1007308 1002271 5276296 6087530 3145 -322474 500000 5268201 5674069 4788 788673 380000 6087530 5600933 30209 368927 326000 5674069 5821645 6960 -124672 103000 5600933 0.73730 0.12400 0.13870 0 0 7102490 3051391 4051099 334881 252621 82260 1508282 1082748 425534 112806 66793 46013 4604906 11761807 680019 680019 11081788 0 11081788 11876627 0 11876627 0 11876627 PART V, LINE 4: USE OF ENDOWMENT FUNDS - THE ASSOCIATION'S ENDOWMENT CONSISTS OF BOARD DESIGNATED NET ASSETS, FUNDS FUNCTIONING AS ENDOWMENT, AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS. ENDOWMENT FUNDS ARE APPROPRIATED BASED ON AN APPROVAL PROCESS THROUGH THE BOARD OF DIRECTORS. SPECIFIC COMMITTEES RECOMMEND AMOUNTS TO BE DISBURSED FROM THE ACCUMULATED EARNINGS OF THE ENDOWMENT FUNDS, WHICH ARE THEN APPROVED FOR APPROPRIATION BY THE BOARD OF DIRECTORS. GALA 257765 257765 1555 43468 23322 23787 GOLF 145911 145911 2504 39444 4617 2 50264 50264 300 834 570 17757 453940 453940 300 3338 40999 44038 23322 46161 158158 295782 1 GRANTS FOR FINANCIAL HARDSHIPS 25 38159 BOOK PART 1, LINE 2: MONITORING USE OF GRANT FUNDS - THE ASSOCIATION PASSES THROUGH FUNDS PROVIDED BY THE CUYAHOGA COUNTY BOARD OF DEVELOPMENTAL DISABILITIES (CCBDD) TO COMMUNITY-BASED CLIENTS WITH DEMONSTRATED FINANCIAL HARDSHIP TO BE USED TO COVER LIVING EXPENSES. THESE PAYMENTS ARE AUTHORIZED BY CCBDD AND DOCUMENTED AND TRACKED BY THE ASSOCIATION TO ENSURE THEY ARE USED FOR THE INTENDED PURPOSE. X 0 1 0 0 0 0 0 0 0 PATRICIA S OTTER PRESIDENT/CEO 155529 0 0 0 0 0 15600 0 10415 0 181544 0 0 0 PART I, LINE 4B- NONQUALIFIED DEFERRED COMPENSATION PLAN: PATRICIA OTTER, THE ORGANIZATION'S PRESIDENT & CEO, PARTICIPATED IN A SECTION 457 (F) PLAN. A CONTRIBUTION OF $15,600 WAS MADE TO THE PLAN DURING 2019. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW FORM 990 TO THE FINANCE COMMITTEE. THE COMMITTEE CONDUCTS ITS REVIEW WITH THE ASSISTANCE OF THE OUTSIDE PUBLIC ACCOUNTANTS. AFTER THIS REVIEW, FORM 990 IS GIVEN TO EACH BOARD MEMBER BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING & ENFORCEMENT OF CONFLICT POLICY - BOARD MEMBERS ARE REQUIRED ANNUALLY TO READ AND SIGN THE CONFLICT POLICY AND DISCLOSE ANY CONFLICTS. SIGNATURES ARE TRACKED AND FILED. ALL EMPLOYEES ARE REQUIRED TO SIGN THE POLICY UPON HIRE AND DISCLOSE ANY CONFLICTS TO THE PRESIDENT/CEO. IF AN INDIVIDUAL HAS A CONFLICT, HE/SHE IS NOT PERMITTED TO TAKE PART IN THE DISCUSSION OR APPROVAL/REJECTION OF THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW AND APPROVAL - A COMPENSATION CONSULTANT WAS RETAINED IN 2016 TO GATHER AND SURVEY DATA TO PRESENT TO THE EXECUTIVE COMMITTEE FOR THE PURPOSE OF DETERMINING THE SALARY OF THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE THEN MET INDEPENDENTLY TO SET THE SALARY INCREASE FOR THE POSITION EFFECTIVE JANUARY 2019. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE OF DOCUMENTS - THE FINANCIAL STATEMENTS ARE DISCLOSED IN SUMMARY FORM IN THE AGENCY'S ANNUAL REPORT. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.