UNITED CEREBRAL PALSY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED CEREBRAL PALSY INC (EIN 20-3568840)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-15
- IRS object ID
- 201401989349300210
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-15T09:27:37-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203568840 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CEREBRAL PALSY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 2027760406 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW NO 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN BENNETT | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 2027760406 | Phone |
| Date Signed | 2014-07-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN BENNETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW NO 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4464257 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES THROUGH AN AFFILIATE NETWORK. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 120 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1864715 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1633411 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2725655 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2540378 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 197679 | InvestmentIncomePriorYear |
| Investment Income Current Year | 210967 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -72623 | OtherRevenuePriorYear |
| Other Revenue Current Year | -5475 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4715426 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4379281 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11980 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 177798 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2851997 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2571344 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 90625 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 261152 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 963956 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2693299 | OtherExpensePriorYear |
| Other Expenses Current Year | 2273206 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5647901 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5283500 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -932475 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -904219 | RevenuesLessExpensesCY |
| Total Assets BOY | 11153916 | TotalAssetsBOY |
| Total Assets EOY | 11677551 | TotalAssetsEOY |
| Total Liabilities BOY | 2435132 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2715701 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8718784 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8961850 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES THROUGH AN AFFILIATE NETWORK. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1420883 | Expense |
| Grants | 177798 | Grants |
| Revenue | 2225090 | Revenue |
| Description | SUPPORT TO AFFILIATES:APPROXIMATELY 85 LOCAL SERVICE PROVIDERS, OR UCP AFFILIATES, REACHED MORE THAN 176,000 INDIVIDUALS AND THEIR FAMILIES IN THE U.S., AUSTRALIA AND CANADA. AFFILIATES' SERVICES INCLUDE 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. UCP NATIONAL SUPPORTED THE AFFILIATE NETWORK THROUGH FUNDRAISING, MARKETING AND COMMUNICATIONS, BEST PRACTICES AND PROGRAMMATIC SUPPORT. IN ADDITION, UCP NATIONAL FACILITATED A NATIONAL ANNUAL MEETING, REGIONAL MEETINGS AND AIDED IN STRATEGIC PLANNING, GOVERNANCE, EXECUTIVE RECRUITING, MERGERS AND ACQUISITIONS AND OPERATIONAL EFFICIENCIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 813353 | Expense |
| Revenue | 245488 | Revenue |
| Description | PUBLIC POLICY:UCP CONTINUED TO ADVOCATE ON BEHALF OF INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, ADVANCING FEDERAL DISABILITY PUBLIC POLICY. UCP IMPACTED NATIONAL PUBLIC POLICY FOR PEOPLE WITH DISABILITIES BY EDUCATING CONGRESS AND THE ADMINISTRATION ON LAWS AND PENDING BILLS THAT IMPACT THE DISABILITIES COMMUNITY. IT ALSO CONTINUED TO PLAY AN ACTIVE ROLE IN SHAPING PENDING FEDERAL REGULATIONS THAT IMPACT THE DISABILITIES COMMUNITY. UCP'S PUBLIC POLICY EFFORTS PROVIDE ROBUST ADVOCACY AT THE STATE AND FEDERAL LEVELS. THROUGH AN ANNUAL CASE FOR INCLUSION, UCP CONDUCTS A 50 STATE ANALYSIS OF MEDICAID SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, CREATING A BENCHMARK FOR STATEWIDE SERVICES AND AN IMPORTANT POLICY EDUCATION TOOL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 569298 | Expense |
| Description | PUBLIC EDUCATION:UCP PROVIDES SUPPORT AND SERVICES TO MORE THAN 176,000 PEOPLE WITH DISABILITIES EVERY DAY, 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. THROUGH PUBLIC EDUCATION, PROGRAMS LIKE MY CHILD WITHOUT LIMITS AND BRAVE KIDS, UCP ENSURES THAT FAMILIES HAVE THE INFORMATION THEY NEED TO LIVE A LIFE WITHOUT LIMITS. VARIOUS E-NEWS MAGAZINES PROVIDE UP-TO-DATE INFORMATION AND RESOURCES ON A VARIETY OF DISABILITY ISSUES. UCP CONTINUED ITS LIFE WITHOUT LIMITS INITIATIVE, CREATING AN INCUBATOR FOR NEW PROGRAMS AND INITIATIVES TO ALLOW PEOPLE WITH DISABILITIES TO BE INCLUDED AS FULL CITIZENS IN SOCIETY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 148417 | Expense |
| Description | NON-FEDERAL (BELLOWS):PROVIDED DIRECT GRANTS TO INDIVIDUALS WITH DISABILITIES, WHO LACK FINANCIAL MEANS, FOR THE ACQUISITION OF PERSONAL ASSISTIVE TECHNOLOGY DEVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 148417 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2951951 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN BENNETT | NamePerson |
| Telephone Number | 2027760406 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW SUITE 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| WOODY CONNETTE | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| IAN RIDLON | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| PAMELA TALKIN | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| MARK BOLES | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| DR JOE ANIELLO EDD | ||||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| DR JAMES BENNETT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL BURKE JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD DONOVAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEITH GREEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RUTH GULLERUD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MELVIN HURLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GLORIA JOHNSON-CUSACK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK LEZOTTE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LINDA MAGUIRE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EMILIO PARDO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTOBEL SELECKY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROB WHITE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN BENNETT | ||||||||
| PRESIDENT/CEO | 40.00 | X | X | 451724 | 0 | 25626 | ||
| CHRISTOPHER THOMSON | ||||||||
| VP OF CORP AFFAIRS/GEN COU | 40.00 | 176170 | 0 | 22366 | X | |||
| ANITA PORCO | ||||||||
| VP AFFILIATE NETWORK | 40.00 | 159059 | 0 | 30928 | X | |||
| MICHAEL HILL | ||||||||
| SENIOR VP OF EXTERNAL AFFA | 40.00 | 162282 | 0 | 18132 | X | |||
| STEPHEN KATSURINIS | ||||||||
| DIR OF MISSION DRIVEN BUSI | 40.00 | 131138 | 0 | 15414 | X | |||
| MARK IRLANDEZ | ||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | 114945 | 0 | 15281 | X | |||
| TANNEKA JONES | ||||||||
| DIRECTOR OF FINANCE | 40.00 | 104311 | 0 | 16697 | X | |||
| CONSTANCE GARNER | ||||||||
| EXECUTIVE VP OF POLICY | 40.00 | 317343 | 0 | 15805 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1616972 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 160249 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MINDSET DIRECT | |||||
| 1700 N JEFFERSON ST | ARLINGTON | VA | 22205 | DIRECT MAIL MANAGEMENT FEES | 131980 |
| EVENT 360 | |||||
| 820 W JACKSON BLVD SUITE 800 | CHICAGO | IL | 60607 | EVENT MANAGEMENT/STRATEGY | 105389 |
| GRAND HYATT WASHINGTON | |||||
| 1000 H STREET NW | WASHINGTON | DC | 20001 | ANNUAL CONFERENCE MEETING SPACE | 102843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 926 | FederatedCampaigns |
| Fundraising Events | 65659 | FundraisingEvents |
| All Other Contributions | 1566826 | AllOtherContributions |
| Noncash Contributions | 2740 | NoncashContributions |
| Total Contributions | 1633411 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEMBERSHIP FEES | 900099 | 2373984 | 2373984 | |
| ANNUAL CONFERENCE | 900099 | 117062 | 47262 | $69,800 |
| CONSULTING | 900099 | 49332 | 49332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2540378 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 210967 | TotalRevenueColumn |
| Exclusion | $210,967 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 70040 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 70040 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70040 | TotalRevenueColumn |
| Exclusion | $70,040 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 65659 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 84976 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -84976 | TotalRevenueColumn |
| Exclusion | -$84,976 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9461 | TotalRevenueColumn |
| Exclusion | $9,461 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9461 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4379281 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2470578 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $275,292 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177798 | Total |
| Program Services | 177798 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1025870 | Total |
| Program Services | 565800 | ProgramServices |
| Management And General | 322214 | ManagementAndGeneral |
| Fundraising | 137856 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1261248 | Total |
| Program Services | 695838 | ProgramServices |
| Management And General | 396095 | ManagementAndGeneral |
| Fundraising | 169315 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51213 | Total |
| Program Services | 28126 | ProgramServices |
| Management And General | 16112 | ManagementAndGeneral |
| Fundraising | 6975 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63487 | Total |
| Program Services | 34866 | ProgramServices |
| Management And General | 19974 | ManagementAndGeneral |
| Fundraising | 8647 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169526 | Total |
| Program Services | 93102 | ProgramServices |
| Management And General | 53335 | ManagementAndGeneral |
| Fundraising | 23089 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37508 | Total |
| Management And General | 37508 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38685 | Total |
| Management And General | 38685 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261152 | Total |
| Fundraising | 261152 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78723 | Total |
| Management And General | 78723 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598965 | Total |
| Program Services | 411212 | ProgramServices |
| Management And General | 113678 | ManagementAndGeneral |
| Fundraising | 74075 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48237 | Total |
| Program Services | 11232 | ProgramServices |
| Management And General | 13709 | ManagementAndGeneral |
| Fundraising | 23296 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569963 | Total |
| Program Services | 290681 | ProgramServices |
| Management And General | 170989 | ManagementAndGeneral |
| Fundraising | 108293 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129988 | Total |
| Program Services | 78650 | ProgramServices |
| Management And General | 42353 | ManagementAndGeneral |
| Fundraising | 8985 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124566 | Total |
| Program Services | 116508 | ProgramServices |
| Management And General | 8058 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15342 | Total |
| Management And General | 15342 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348262 | Total |
| Program Services | 348262 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123366 | Total |
| Program Services | 62916 | ProgramServices |
| Management And General | 37010 | ManagementAndGeneral |
| Fundraising | 23440 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| EVENTS EXPENSES | 85112 | 85112 | ||
| MEMBERSHIP DUES, SUPPOR | 62620 | 30286 | 32104 | 230 |
| OTHER EXPENSES | 9129 | 695 | 4856 | 3578 |
| IN KIND DONATIONS | 2740 | 2740 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5283500 | Total |
| Program Services | 2951951 | ProgramServices |
| Management And General | 1367593 | ManagementAndGeneral |
| Fundraising | 963956 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806333 | BOY |
| EOY | 499791 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240444 | BOY |
| EOY | 217750 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146191 | BOY |
| EOY | 78571 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20787 | BOY |
| EOY | 21266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1182169 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 302721 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1006011 | BOY |
| EOY | 879448 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7854708 | BOY |
| EOY | 7824388 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804813 | BOY |
| EOY | 1847825 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274129 | BOY |
| EOY | 308012 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11153916 | BOY |
| EOY | 11677551 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 762043 | BOY |
| EOY | 770895 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28451 | BOY |
| EOY | 31478 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531581 | BOY |
| EOY | 830093 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113057 | BOY |
| EOY | 1083235 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2435132 | BOY |
| EOY | 2715701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2462970 | BOY |
| EOY | 2033703 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1616440 | BOY |
| EOY | 2261505 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4639374 | BOY |
| EOY | 4666642 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8718784 | BOY |
| EOY | 8961850 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11153916 | BOY |
| EOY | 11677551 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -904219 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1117375 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 29910 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5619147 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6055916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4917524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4197520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3945013 | CurrentTaxYear |
| Total | 24735120 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5619147 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6055916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4917524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4197520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3945013 | CurrentTaxYear |
| Total | 24735120 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1777218 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22957902 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 656886 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 265080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 306769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 252799 | CurrentTaxYearMinus1Year |
| Current Tax Year | 281007 | CurrentTaxYear |
| Total | 1762541 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36792 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43584 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9461 | CurrentTaxYear |
| Total | 153579 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26651240 | TotalSupport |
| Gross Receipts From Admissions Etc | 1028026 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5338476 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5338476 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 416924 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 104231 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 445625 | CurrentYearMinus3 |
| Current Year Minus2 | 417498 | CurrentYearMinus2 |
| Current Year Minus1 | 432395 | CurrentYearMinus1 |
| Current Year | 416924 | CurrentYear |
| Total | 1712442 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,568,663 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 68700 | CurrentYearMinus3 |
| Current Year Minus2 | 30000 | CurrentYearMinus2 |
| Current Year Minus1 | 15000 | CurrentYearMinus1 |
| Total | 113700 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 111406 | CurrentYearMinus3 |
| Current Year Minus2 | 104375 | CurrentYearMinus2 |
| Current Year Minus1 | 108099 | CurrentYearMinus1 |
| Current Year | 104231 | CurrentYear |
| Total | 428111 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $642,167 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 25000 | CurrentYearMinus3 |
| Current Year Minus2 | 10000 | CurrentYearMinus2 |
| Current Year Minus1 | 5000 | CurrentYearMinus1 |
| Total | 40000 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9493196 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1355610 | InvestmentEarningsOrLosses |
| Other Expenditures | 657577 | OtherExpenditures |
| Administrative Expenses | 59664 | AdministrativeExpenses |
| End Of Year Balance | 10131565 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8503931 | BeginningOfYearBalance |
| Contributions | 293366 | Contributions |
| Investment Earnings Or Losses | 1407777 | InvestmentEarningsOrLosses |
| Other Expenditures | 636675 | OtherExpenditures |
| Administrative Expenses | 75203 | AdministrativeExpenses |
| End Of Year Balance | 9493196 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9032064 | BeginningOfYearBalance |
| Contributions | 252644 | Contributions |
| Investment Earnings Or Losses | -95317 | InvestmentEarningsOrLosses |
| Other Expenditures | 634932 | OtherExpenditures |
| Administrative Expenses | 50528 | AdministrativeExpenses |
| End Of Year Balance | 8503931 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8605854 | BeginningOfYearBalance |
| Contributions | 314318 | Contributions |
| Investment Earnings Or Losses | 703614 | InvestmentEarningsOrLosses |
| Other Expenditures | 545315 | OtherExpenditures |
| Administrative Expenses | 46407 | AdministrativeExpenses |
| End Of Year Balance | 9032064 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10877743 | BeginningOfYearBalance |
| Contributions | 205077 | Contributions |
| Investment Earnings Or Losses | -1120618 | InvestmentEarningsOrLosses |
| Other Expenditures | 1331491 | OtherExpenditures |
| Administrative Expenses | 24857 | AdministrativeExpenses |
| End Of Year Balance | 8605854 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.33750 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46060 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.20200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1182169 | OtherCostOrOtherBasis |
| Depreciation | 302721 | Depreciation |
| Book Value | 879448 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 879448 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| METROPOLITAN WEST TOT RET BD I (MWTIX) | 1044522 | F |
| TOUCHSTONE SANDS CAP SEL GR Y (CPSIX) | 803303 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1847825 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $22,247 |
| DEFERRED RENT | $1,060,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1083235 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5584909 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1117375 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3277 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1120652 | RevenueNotRptdF990 |
| Revenue Subtotal | 4464257 | RevenueSubtotal |
| Other Revenues Not Included | -84976 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -84976 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4379281 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5371753 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3277 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 84976 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 88253 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5283500 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5283500 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS AT SEPTEMBER 30, 2013, CONSIST OF THE BELLOWS ENDOWMENT DETAILED ABOVE, AS WELL AS CHARITABLE ANNUITY TRUST INTERESTS. EARNINGS ON THE BELLOWS ENDOWMENT FUND ARE 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 ASSETS. ANNUALLY, UCP BUDGETS FOR 5% OF THE BOARD DESIGNATED ENDOWMENT FUNDS TO BE SPENT IN THE FOLLOWING YEAR. THROUGHOUT THE YEAR, MONTHLY, 5% OF THE INVESTMENT BALANCE IS TRANSFERRED TO OPERATIONS FOR UTILIZATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | UCP IS A NON-PROFIT VOLUNTARY HEALTH AND WELFARE AGENCY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC). IT HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE IRC AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION ALLOWABLE TO DONORS. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. UCP DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2013. UCP FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, UCP MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED UCP'S TAX POSITIONS AND CONCLUDED THAT UCP HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, UCP IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER 30, 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON LINE 8B -84,976. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON LINE 8B 84,976. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | BELLOWS AND CP CHALLENGE | SpecificServicesProvided |
| Total Expenditures | 18721 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 18721 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 18721 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| MINDSET DIRECT | ||||||||
| 16900 SCIENCE DRIVE STE 210 | BOWIE | MD | 20715 | CONSULT ON DIRECT MAIL PROGRAM | 0 | 374526 | 173705 | 200821 |
| RR DONNELLEY | ||||||||
| 111 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | DIRECT MAIL GIFT LABELS, APPEALS, SOLICITATION CARDS | 0 | 0 | 53681 | -53681 |
| MERKLE RESPONSE SERVICES | ||||||||
| 100 JAMISON COURT | HAGERSTOWN | MD | 21740 | DIRECT MAIL CAGING | 1 | 0 | 33766 | -33766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 374526 | TotalGrossReceipts |
| Total Retained By Contractors | 261152 | TotalRetainedByContractors |
| Total Net To Organization | 113374 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WORLD CP CHALLENGE | NameOfEvent1 |
| Gross Receipts Event1 | 65659 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 65659 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 84976 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 65659 | GrossReceiptsTotal |
| Charitable Contributions Total | 65659 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 84976 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 84976 | DirectExpenseSummaryEvents |
| Net Income Summary | -84976 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UCP OF CENTRAL MARYLAND | |||||||
| 11350 MCCORMICK ROAD SUITE 1100 | HUNT VALLEY | MD | 21031 | 520696384 | 501(C)3) | 5853 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| UCP OF ILLINOIS PRAIRELAND | |||||||
| 311 S REED ST | JOLIET | IL | 60436 | 362425572 | 501(C)3) | 5861 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| UCP OF MOBILE INC | |||||||
| 3058 DAUPHIN SQUARE CONN | MOBILE | AL | 36607 | 630340320 | 501(C)3) | 5875 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| UCP OF NORTHEASTERN MAINE | |||||||
| 700 MOUNT HOPE AVE STE 320 | BANGOR | ME | 04401 | 237193853 | 501(C)3) | 8526 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| UCP OF SOUTH CAROLINA | |||||||
| 3300 NE EXPRESSWAY BLDG 9 | ATLANTA | GA | 30341 | 510450487 | 501(C)3) | 5273 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| UCP OF TAMPA BAY | |||||||
| 2215 E HENRY AVE | TAMPA | FL | 33610 | 590714818 | 501(C)3) | 6215 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| UCPA OF GREATER CHICAGO | |||||||
| 7550 183RD ST | TINLEY PARK | IL | 60477 | 362258535 | 501(C)3) | 5875 | BELLOWS GRANT - ASSISTIVE TECHNOLOGY GRANT FOR PEOPLE WITH DISABILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: APPLICANTS APPLY FOR GRANTS THROUGH THEIR LOCAL AFFILIATE. APPLICATIONS ARE SENT TO THE BELLOWS COMMITTEE FOR REVIEW AND APPROVAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN BENNETT | ||||||||||||||
| PRESIDENT/CEO | 451724 | 0 | 0 | 0 | 0 | 0 | 12500 | 0 | 13126 | 0 | 477350 | 0 | 0 | 0 |
| CHRISTOPHER THOMSON | ||||||||||||||
| VP OF CORP AFFAIRS/GEN COU | 176170 | 0 | 0 | 0 | 0 | 0 | 10752 | 0 | 11614 | 0 | 198536 | 0 | 0 | 0 |
| ANITA PORCO | ||||||||||||||
| VP AFFILIATE NETWORK | 159059 | 0 | 0 | 0 | 0 | 0 | 9530 | 0 | 21398 | 0 | 189987 | 0 | 0 | 0 |
| MICHAEL HILL | ||||||||||||||
| SENIOR VP OF EXTERNAL AFFA | 162282 | 0 | 0 | 0 | 0 | 0 | 9947 | 0 | 8185 | 0 | 180414 | 0 | 0 | 0 |
| CONSTANCE GARNER | ||||||||||||||
| EXECUTIVE VP OF POLICY | 317343 | 0 | 0 | 0 | 0 | 0 | 8960 | 0 | 6845 | 0 | 333148 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 THEN 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 11 | UCP'S AUDITED FINANCIAL STATEMENTS UPON WHICH THE FINANCIAL INFORMATION IN THE 990 IS BASED WAS REVIEWED AND ACCEPTED BY THE AUDIT COMMITTEE AND THE BOARD. UCP'S 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND PROVIDED TO THE BOARD BEFORE BEING SIGNED BY THE PRESIDENT AND CEO. | |
| FORM 990, PART VI, SECTION B, LINE 12C | UCP'S BOARD CHAIR ANNUALLY REQUESTS CONFLICT OF INTEREST DISCLOSURE STATEMENTS FROM BOARD MEMBERS AND SENIOR MANAGEMENT EMPLOYEES, WHICH ARE SUBMITTED TO UCP'S GENERAL COUNSEL. OTHER INDIVIDUALS MAY ALSO SUBMIT TO THE GENERAL COUNSEL INFORMATION REGARDING POTENTIAL CONFLICTS OF WHICH THEY ARE AWARE. UCP'S GENERAL COUNSEL 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 TO THE GENERAL COUNSEL AND/OR THE BOARD CHAIR UPON A CHANGE IN MATERIAL CIRCUMSTANCES WHICH MAY PRESENT THE APPEARANCE OF A CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXECUTIVE SALARY 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 990S. 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 IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 411,212. MANAGEMENT AND GENERAL EXPENSES 113,678. FUNDRAISING EXPENSES 74,075. TOTAL EXPENSES 598,965. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTERESTS IN TRUSTS HELD BY THIRD PARTIES 29,910. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
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