2011-08-09T13:02:31-05:00 2010-09-30 RSM MCGLADREY INC 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2009-10-01 203568840 United Cerebral Palsy Inc UNIT 2027760406 1660 L St NW No 700 Washington DC 20036 Stephen Bennett 2027760406 2011-08-09 1 Bill Turco 3012963600 2009 2016-02-24 21:20:13Z Stephen Bennett 1660 L St NW No 700 Washington DC 20036 6437275 0 X www.ucp.org X 2005 DC TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES THROUGH AN AFFILIATE NETWORK. 16 16 32 40 0 0 3157652 3588875 2665330 2564637 -505364 205968 142332 -25133 5459950 6334347 11619 0 0 2253269 2359700 0 655150 4357186 3552809 6622074 5912509 -1162124 421838 9568023 10215120 1834802 1562415 7733221 8652705 TO ADVANCE THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH DISABILITIES THROUGH AN AFFILIATE NETWORK. 0 0 1752491 2467041 SUPPORT FOR AFFILIATESApproximately 96 local service providers, or UCP affiliates, reached more than 176,000 individuals and their families in the U.S., Australia, Canada and Scotland. 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. 605057 70496 PUBLIC POLICY UCP continued to advocate on behalf of individuals with disabilities, advancing federal disability public policy through its Disability Policy Collaboration. UCP impacted national public policy for people with developmental disabilities by educating Congress and the Administration on several major 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. 697566 PUBLIC EDUCATIONUCP endeavored to create broad-scale system change by arming society with the latest information on disabilities issues and by facilitating the creation of self-sustaining networks for people with disabilities, their loved ones and the society at large. UCP provided public information on disabilities and linked people to direct services through its comprehensive information and referral program. It continued to create web-based systems to connect communities and advocates to disability issues. UCP advanced its My Child Without Limits program, providing family members of those with disabilities the knowledge, resources, and network to ensure that a future is without limits for persons with disabilities by assisting families in obtaining the necessary support and services in child care, supported living, education, health, employment, health and recreational activities. UCP researched and disseminated its annual Case for Inclusion Report, a 50-state analysis of Medicaid services for people with intellectual and developmental disabilities, creating a benchmark for statewide service and an important education tool. It continued its groundbreaking Life Without Limits initiative, creating an incubator for new programs and initiatives to allow people with disabilities to lead their own lives on their own terms through dynamic and self-sustaining networks. 222035 Non-Federal (Bellows)Provided direct grants to individuals for the acquisition of personal assistive technology devices. 78636 Life Without LimitsAn initiative to empower people with disabilities to envision and build a better future for themselves and their community. 300671 3355785 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 32 1 0 0 0 0 0 1 1 0 0 0 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CT FL GA IL KS KY LA MA MD ME MI MS MN NC ND NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X STEPHEN BENNETT 2027760406 1660 L St NW No 700 Washington DC 20036 Bruce Fried 1.00 X X 0 0 0 Keith Green 1.00 X X 0 0 0 Mark Boles 1.00 X X 0 0 0 Michael Burke 1.00 X X 0 0 0 GLORIA JOHNSON-CUSACK 1.00 X X 0 0 0 Richard Donovan 1.00 X 0 0 0 Dr Joseph Lee 1.00 X 0 0 0 Mark R Lezotte 1.00 X 0 0 0 Emilio Pardo 1.00 X 0 0 0 Anne Rader 1.00 X 0 0 0 IAN RIDLON 1.00 X 0 0 0 Joe Aniello 1.00 X 0 0 0 DR JAMES BENNETT 1.00 X 0 0 0 Cheryl Hines 1.00 X 0 0 0 John Heald 1.00 X 0 0 0 Woody Connette 1.00 X 0 0 0 Stephen Bennett 40.00 X 394298 0 12900 CHRISTOPHER THOMSON 40.00 X 147869 0 8084 ANITA PORCO 40.00 X 140449 0 11084 ARMETTA PARKER 40.00 X 144209 0 7490 Julie Ward 40.00 X 100400 0 3450 927225 0 43008 5 0 1 0 0 3786 163384 3421705 3588875 Membership fees 900099 2467041 2467041 annual conference 900099 97596 70496 27100 2564637 205968 205968 59112 59112 59112 59112 0 163384 102928 -102928 -102928 other revenue 900099 18683 18683 18683 6334347 2537537 0 207935 409898 208602 141329 59967 1656148 842157 571489 242502 26100 13551 8814 3735 110695 57474 37380 15841 156859 81443 52969 22447 8706 8706 63981 63981 46406 46406 819049 346877 177216 294956 62650 8717 46975 6958 562825 562825 69568 36516 28104 4948 91692 90191 654 847 50344 50344 1544405 1544405 49819 49819 membership dues, suppor 133893 94498 37196 2199 recruitment 26049 24900 1119 30 other expenses 23422 6454 16248 720 5912509 3355785 1901574 655150 X 500 500 670597 755140 269367 433548 108000 112000 31056 48879 622683 560724 97601 61959 8229687 5946318 2513976 161215 342800 9568023 10215120 606788 424050 31769 38647 860589 444186 335656 655532 1834802 1562415 X 2284129 2690333 824585 1332983 4624507 4629389 7733221 8652705 9568023 10215120 X 0 1 1 X 0 X 5965810 7003498 6038512 5619147 6055916 30682883 5965810 7003498 6038512 5619147 6055916 30682883 1535261 29147622 656898 797396 658022 656886 265080 3034282 69087 6683 141785 36792 18683 273030 33990195 639125 0.85750 0.82610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 43700 68700 5843809 5912509 445625 111406 0 0 581780 362186 481104 445625 1870695 2806043 70000 34579 42000 68700 215279 145445 90547 120276 111406 467674 701511 15000 1202 16000 25000 57202 7781269 149227 210484 20931 7699081 8471740 -469440 210484 10547 7781269 0.40000 0.60000 1 0 622683 560724 61959 61959 GOLDMAN SACHS CONCENTRATED GRO MUTUAL FUND 635544 F GOLDMAN SACHS STRATEGIC INTERNATIONAL EQUITY FUND CLASS A SHS 891642 F GOLDMAN SACHS CONCENTRATED GRO MUTUAL FUND 986790 F 2513976 DUE TO AFFILIATES 655532 655532 6334347 5912509 421838 490199 7447 497646 919484 6927474 490199 490199 6437275 -102928 -102928 6334347 6015437 102928 102928 5912509 0 5912509 Part V, Line 4: Description of Intended Use of Endowment Funds: Permanently restricted net assets at September 30, 2009, 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. Part X: Description of Uncertain Tax Positions Under FIN 48: On October 1, 2009, UCP adopted 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. With few exceptions, UCP is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before September 30, 2007. Part XI, Line 8 - Other Adjustments: Change in beneficial interests in trusts held by third parties: 7447. Part XII, Line 4b - Other Adjustments: GALA EXPENSES: -102928. Part XIII, Line 2d - Other Adjustments: GALA EXPENSES: 102928. X 1 Foundation Management Group Federal grant writing 0 0 42500 -42500 42500 -42500 AK AL AR AZ CA CT FL GA IL KS KY LA MA MD ME MI MS MN NC ND NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV fall forum 125500 125500 87313 british embassy 37618 37618 15615 163118 163118 102928 102928 -102928 X X X X 0 0 0 0 0 0 0 0 0 Stephen Bennett 394298 0 0 0 0 0 4900 0 10700 0 409898 0 0 0 CHRISTOPHER THOMSON 147869 0 0 0 0 0 3084 0 5952 0 156905 0 0 0 ANITA PORCO 140449 0 0 0 0 0 3084 0 10154 0 153687 0 0 0 ARMETTA PARKER 144209 0 0 0 0 0 2490 0 11961 0 158660 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 then pursues and vets candidates for the Board of Trustees. The nominating committee recommends candidates to the members of the corporation at an annual meeting of the members. Names of further candidates are solicited from the membership at the annual meeting. The members then vote on the candidates submitted by the nominating committee as well as any candidates which are nominated from the floor at the annual meeting. 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 990 was reviewed by the board and Finance Committee 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 the potential conflict disclosures and reports conflicts to the board chair or other relevant board leader if the board chair is conflicted. If a 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 must 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, conflict of interest policy, and financial statements are made availabe to the public upon request.