2020-08-11T17:11:27-05:00 2019-09-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2018-10-01 203568840 UNITED CEREBRAL PALSY INC UNIT 2027760406 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 ARMANDO CONTRERAS PRESIDENT & CEO 2027760406 2020-08-10 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2020-08-10 14:12:49 CD P BB9037E3AA85FAE4E129294E83CD7747F0718998 061035DB2B60B348C4B18D4D625DA01077A903E3 2018 2020-09-23 17:36:50Z ARMANDO CONTRERAS 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 2969350 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 6 31 0 0 1568581 658987 1045140 1031172 -22760 487284 239397 205322 2830358 2382765 0 0 0 0 672992 573495 21616 26806 167781 1673845 1880034 2368453 2480335 461905 -97570 10568930 9923300 796654 689408 9772276 9233892 X TO BE THE INDISPENSABLE RESOURCE FOR INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DISABILITIES, THEIR FAMILIES, AND THEIR COMMUNITIES. 0 0 296210 0 0 SUPPORT OF AFFILIATES:APPROXIMATELY 64 LOCAL SERVICE PROVIDERS OR UCP AFFILIATES REACHED MORE THAN 176,000 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 AND ADVOCACY. INFORMATIONAL AND REFERRAL PROGRAM WAS DELEGATED TO 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 SUPPORTED THE AFFILIATE THROUGH: AFFILIATE AND NATIONAL REVENUE SHARING PROGRAMS (ONLINE GIVING AND THE CAR PROGRAM. UCP 70TH ANNIVERSARY MARKETING AND COMMUNICATIONS BEST PRACTICES & MARKETING TOOL KIT. IN ADDITION, UCP NATIONAL FACILITATED A NATIONAL ANNUAL MEETING, TWO REGIONAL AFFILIATE CONVENING'S, AND QUARTERLY AFFILIATE VIRTUAL TOWN HALLS. UCP NATIONAL ALSO FACILITATED AND UPDATED THE AFFILIATE CHARTER AGREEMENTS WHICH ALLOWED AFFILIATES TO REVIEW THEIR TERRITORY AND REQUEST AN EXPANSION (IF APPLICABLE). 711290 0 1031172 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, WHICH HELPS PROVIDE ASSISTIVE TECHNOLOGY EQUIPMENT TO INDIVIDUALS WITH DISABILITIES. USE OF THIS PROGRAM IS AVAILABLE ONLY THROUGH UCP AFFILIATES. 82049 0 0 PUBLIC EDUCATION:THE UCP AFFILIATES PROVIDE SUPPORT AND SERVICES TO MORE THAN 176,000 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 LIFE WITHOUT LIMITS NEWSLETTER AND SEMINARS AT THE ANNUAL MEETING, WHICH PROVIDE INFORMATION 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. UCP ALSO PROVIDES INFORMATION REFERRAL SERVICES. 1089549 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 26 0 6 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 MARIS EDGAR 2027760406 1825 K STREET NW SUITE 600 WASHINGTON DC 20006 DIANE WILUSH CHAIR 1.00 X X 0 0 0 STEPHEN L DEBIASI FACHE CMPE VICE-CHAIR 1.00 X X 0 0 0 KEITH GRAHAM TREASURER 1.00 X X 0 0 0 OUIDA SPENCER SECRETARY 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 JOHN R HANCOCK CPA TRUSTEE 1.00 X 0 0 0 CHRISTOPHER HOUK TRUSTEE 1.00 X 0 0 0 APRIL KAYLOR CCP PMP TRUSTEE 1.00 X 0 0 0 PATRICIA TRISH OTTER TRUSTEE 1.00 X 0 0 0 PETER QUATTROMANI TRUSTEE 1.00 X 0 0 0 PAULA RADER TRUSTEE 1.00 X 0 0 0 LUIS RAMIREZ THOMAS TRUSTEE 1.00 X 0 0 0 BILL THRASH TRUSTEE 1.00 X 0 0 0 ILENE WILKINS TRUSTEE 1.00 X 0 0 0 ARMANDO CONTRERAS CEO 40.00 X 222800 0 14574 TANNEKA JONES DIRECTOR OF FINANCE (THRU 01/22/18) 40.00 X 61371 0 7054 ANITA PORCO VP OF AFFILIATE NETWORK 40.00 X 184242 0 15301 468413 0 36929 2 0 1 0 0 13930 645057 658987 MEMBERSHIP FEES 900099 991097 991097 ANNUAL CONFERENCE 900099 40075 40075 1031172 353853 353853 195644 0 195644 195644 195644 720016 586585 133431 133431 133431 9678 9678 9678 2382765 1031172 0 692606 438113 166979 204718 66416 97763 37261 45681 14821 3322 1266 1552 504 1119 427 523 169 33178 12645 15503 5030 30842 30842 51869 51869 26806 26806 48352 48352 113114 71465 41649 22423 2434 15154 4835 590355 590355 26877 5024 21588 265 44524 23158 21347 19 7309 7309 758100 758100 86572 86572 DUES & SUBSCRIPTIONS 82049 82049 BAD DEBT EXPENSE 10000 10000 7648 206 175 7267 2480335 1089549 1223005 167781 0 285983 400663 110996 0 89354 77313 41173 22878 30487 1122352 876537 331193 245815 5317700 8801979 4096839 0 322344 317513 10568930 9923300 104758 121263 29515 38424 662381 529721 796654 689408 X 2042135 2128111 3020211 2399569 4709930 4706212 9772276 9233892 10568930 9923300 X -97570 -435982 -4832 X 0 1 X 1 0 X 3154086 2954677 2659082 2580771 658987 12007603 3154086 2954677 2659082 2580771 658987 12007603 722886 11284717 317320 237197 428692 405334 549497 1938040 34830 39228 9572 2119 9678 95427 14041070 1497300 0.80370 0.83560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2480336 2480336 274017 68504 0 0 359379 282981 268423 274017 1184800 1777200 27000 27000 89845 70745 67106 68504 296200 444300 15000 15000 9311300 -3253 711290 180722 8416035 9228524 405698 322922 9311300 9571790 1150648 1493914 9228524 9516315 667537 612062 9571790 10659686 -746169 397202 9516315 0.20260 0.53240 0.26500 1 0 700286 509299 190987 86202 84673 1529 335864 282565 53299 245815 DEFERRED RENT 522638 SECURITY DEPOSIT 7083 529721 2104907 -435982 206476 -48352 -277858 2382765 0 2382765 2638460 206477 206477 2431983 48352 48352 2480335 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT SEPTEMBER 30, 2019 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 -48,352. X 1 LEWIS ADVERTISING 325 EAST OLIVER ST BALTIMORE MD 21202 DIRECT MAIL GIFT LABELS, APPEALS, SOLICITATION 0 0 26806 -26806 26806 -26806 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 1 0 0 0 0 0 0 0 0 ARMANDO CONTRERAS CEO 216300 0 6500 0 0 0 11205 0 3369 0 237374 0 0 0 ANITA PORCO VP OF AFFILIATE NETWORK 184242 0 0 0 0 0 9403 0 5898 0 199543 0 0 0 PART I, LINE 4A TANNEKA JONES, DIRECTOR OF FINANCE, RECEIVED SEVERANCE PAYMENT OF $25,000 IN JANUARY 2018. 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 EXECUTIVE 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 -4,832.