2026-08-17T18:19:33-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET SUITE 1000 SAN FRANCISCO CA 94104 990 2024-10-01 941507998 UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO INC UNIT 9165657700 4350 AUBURN BOULEVARD SACRAMENTO CA 95841 DOUGLAS E BERGMAN PRESIDENT/CEO 9165657700 2026-08-17 1 1 QI WEN LIANG P01270238 4159561500 2026-08-17 2024 2025-03-06 01:10:19Z UCP OF SACRAMENTO AND NORTHERN CALIFORNIA DOUGLAS E BERGMAN 4350 AUBURN BOULEVARD SACRAMENTO CA 95841 30242939 0 X WWW.UCPSACTO.ORG X 1955 CA THE MISSION OF UCP OF SACRAMENTO AND NORTHERN CALIFORNIA IS TO PROVIDE PROGRAMS AND SERVICES THAT IMPROVE THE INDEPENDENCE, PRODUCTIVITY, AND QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 16 16 1247 21 0 0 4262387 842714 20328164 24793176 38483 648023 307400 455918 24936434 26739831 1107 2502906 0 0 16480078 16971003 0 0 449093 7949291 7155226 24430476 26629135 505958 110696 20046786 22699187 7001705 9352290 13045081 13346897 X THE MISSION OF UCP OF SACRAMENTO AND NORTHERN CALIFORNIA IS TO PROVIDE PROGRAMS AND SERVICES THAT IMPROVE THE INDEPENDENCE, PRODUCTIVITY, AND QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 0 0 9566648 0 10519662 RESPITE CARE PROGRAM FOR FAMILIES WHO HAVE DEVELOPMENTALLY DISABLED INDIVIDUALS IN THEIR HOMES. PROGRAM PROVIDES TRAINED PERSONNEL WHO PROVIDE IN-HOME SUPERVISION AND CARE. 7225698 2502906 8329236 DAY PROGRAMS - HELPING INDIVIDUALS WITH SEVERE DEVELOPMENTAL DISABILITIES LEARN SELF-HELP SKILLS, COMMUNICATION TECHNIQUES, FUNCTIONAL LIVING SKILLS, COMMUNITY INTEGRATION, AND POSITIVE BEHAVIOR MANAGEMENT. 5345559 0 5260840 TRANSPORTATION PROGRAMS PROVIDE FIXED ROUTE SERVICES FOR DEVELOPMENTALLY AND/OR PHYSICALLY DISABLED ADULTS IN THE SACRAMENTO REGION FROM THEIR HOMES TO AND FROM THEIR DAY PROGRAMS. 1456612 0 1134915 OTHER PROGRAMS INCLUDING RECREATION - PROGRAMS INC SADDLE PALS, CAMP, RECREATION, FMS, CLASP. 1456612 0 1134915 23594517 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 42 0 1 1247 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 CA X DOUGLAS E BERGMAN 9165657700 4350 AUBURN BLVD SACRAMENTO CA 95841 ERIN KELLY CHAIRMAN OF THE BOARD 2.00 0.00 X X 0 0 0 GREG ROBINSON VICE CHAIR 2.00 0.00 X X 0 0 0 JENNIE MARTINEZ SECRETARY 2.00 0.00 X X 0 0 0 RICK FERGERSON TREASURER 2.00 0.00 X X 0 0 0 MICHELLE AKINS BOARD MEMBER 1.00 0.00 X 0 0 0 MARK BELLOWS BOARD MEMBER 1.00 0.00 X 0 0 0 KATIE DURHAM BOARD MEMBER 1.00 0.00 X 0 0 0 BLANDON GRANGER BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK LARKIN BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTOPHER LERMA BOARD MEMBER 1.00 0.00 X 0 0 0 JASON LITTLE BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF ROGERS BOARD MEMBER 1.00 0.00 X 0 0 0 CRAIG SARDELLA BOARD MEMBER 1.00 0.00 X 0 0 0 LEONARD SIMPSON BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK STACK BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN WYATT BOARD MEMBER 1.00 0.00 X 0 0 0 DOUG BERGMAN PRESIDENT/CEO 30.00 2.50 X 511912 0 165968 KYLE SMITH CHIEF FINANCIAL OFFICER 50.00 4.00 X 311517 0 37851 ERIC CIAMPA CHIEF OPERATIONS OFFICER 40.00 0.00 X 234627 0 20526 MICHAEL WILLIAMS DIRECTOR- HR 40.00 0.00 X 119789 0 15674 MEGAN LAURIE DIRECTOR - MKTG AND DVLMNT 40.00 0.00 X 183754 0 8315 JAMES KAISER DIVISION MGR- TRANSPORTATION 40.00 0.00 X 110898 0 16346 SHELLY PEFLEY DIVISION MGR- ADULT SERVICES 40.00 0.00 X 108970 0 479 1581467 0 265159 7 0 1 0 PARATRANSIT INC 2501 FLORIN ROAD SACRAMENTO CA 95822 BUS MAINTENANCE 666662 JACKSON LEWIS PC PO BOX 416019 BOSTON MA 02241 LEGAL SERVICES 184380 MOSS ADAMS LLP (NOW BAKER TILLY US LLP) PO BOX 101822 PASADENA CA 91189 ACCOUNTING SERVICES 147810 3 15960 296199 530555 300064 842714 PROGRAM SERVICE REVENUE 900099 24793176 24793176 24793176 549498 549498 3595173 3478943 17705 116230 -17705 98525 98525 10901 15960 6460 4441 4441 INSURANCE DISTRIBUTION 900099 352398 352398 REIMBURSEMENTS 900099 60578 60578 MISCELLANEOUS INCOME 900099 38501 38501 451477 26739831 25244653 0 652464 2502906 2502906 1152461 472944 552110 127407 13954539 12895113 895894 163532 106594 64382 38646 3566 581417 463432 115468 2517 1175992 1078883 65136 31973 228612 116592 112020 78312 78312 243436 45327 182742 15367 29310 29310 150440 104224 30337 15879 109970 73924 25838 10208 807962 675291 120395 12276 994509 987452 6012 1045 25237 10647 12074 2516 767735 645432 122303 969146 933426 33207 2513 REPAIRS AND MAINTENANCE 795849 776354 16681 2814 GAS AND OIL 632762 632762 SUPPLIES, AWARDS, AND M 281354 226007 30618 24729 LEGAL SETTLEMENT 126460 126460 914132 889419 21272 3441 26629135 23594517 2585525 449093 1555892 4845417 3917037 6942324 625157 739347 6511374 4774111 1678841 1737263 5434047 4813202 1369785 1740512 5466027 1881122 20046786 22699187 4880008 7299284 30146 105885 2091551 1947121 7001705 9352290 X 13045081 13346897 13045081 13346897 20046786 22699187 110696 191120 0 X 0 1 X 1 0 X 197455 436025 1039432 4262387 842714 6778013 17420389 16265824 18117722 20328164 24793176 96925275 14520 125171 14520 14520 14520 183251 17632364 16827020 19171674 24605071 25650410 103886539 33250 20000 10000 63250 0 33250 20000 10000 63250 103823289 2 7671 16817 549498 573988 2 7671 16817 549498 573988 89879 42229 5540 3232 4441 145321 813383 514999 313362 304168 451477 2397389 18535628 17384248 19498247 24929288 26655826 107003237 0.97030 0.97630 0.00540 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 800233 569307 230926 1245650 979506 266144 4465491 3225298 1240193 1737263 457B INVESTMENT 770799 C MRSI 152939 C RAFFLES INSURANCE LTD 31000 C 457F INVESTMENT 785774 C 1740512 PREPAID UNEMPLOYEMENT 109179 RIGHT OF USE ASSET 1771943 1881122 UNEMPLOYMENT COMPENSATION RESERVE 109179 LEASE LIABILITY 1837942 1947121 X PART X, LINE 2: IN THE EVENT THE ASSOCIATION HAD A TAX POSITION THAT WAS UNCERTAIN OF BEING SUSTAINED, THE ASSOCIATION WOULD APPLY THE MINIMUM PROBABILITY THRESHOLD SPECIFIED IN ACCOUNTING GUIDANCE ON INCOME TAX ACCOUNTING TO DETERMINE WHETHER A FINANCIAL STATEMENT LIABILITY OR BENEFIT SHOULD BE RECOGNIZED. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2025 AND 2024. UCP GOLF MAY 2025 26861 15960 10901 6460 26861 15960 10901 6460 6460 4441 0 THE FOUNDATION FOR UCP OF GREATER SACRAMENTO 4350 AUBURN BOULEVARD SACRAMENTO CA 95841 263279530 501(C)(3) 2500000 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE SAME FINANCE TEAM OVERSEES THE FINANCIAL ACTIVITIES OF BOTH UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO, INC. (UCP) AND THE UCP FOUNDATION. THIS SHARED FINANCE FUNCTION PROVIDES UCP WITH VISIBILITY INTO THE FOUNDATION'S FINANCIAL ACTIVITIES, INCLUDING HOW FOUNDATION FUNDS ARE BEING UTILIZED X X X X X 0 1 0 0 0 1 0 0 0 DOUG BERGMAN PRESIDENT/CEO 389912 0 122000 0 0 0 139965 0 26003 0 677880 0 0 0 KYLE SMITH CHIEF FINANCIAL OFFICER 261517 0 50000 0 0 0 37276 0 575 0 349368 0 0 0 ERIC CIAMPA CHIEF OPERATIONS OFFICER 210237 0 24390 0 0 0 8617 0 11909 0 255153 0 0 0 MEGAN LAURIE DIRECTOR - MKTG AND DVLMNT 169164 0 14590 0 0 0 6796 0 1519 0 192069 0 0 0 PART I, LINE 4B THE CEO AND CFO PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION 457(F) PLAN. DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2024, THE ORGANIZATION MADE THE FOLLOWING CONTRIBUTIONS INTO THE PLAN: CEO - $125,000 CFO - $25,000 PART I, LINE 6 THE CEO AND CFO BONUSES ARE SET BY THE EXECUTIVE COMPENSATION COMMITTEE. BONUSES FOR OTHER EMPLOYEES ARE SET PER THE INCENTIVE PLAN AS APPROVED BY THE BOARD PER THE ANNUAL BUDGET, AND THE CEO MAY AUGMENT INDIVIDUAL BONUSES BASED ON THEIR INDIVIDUAL PERFORMANCE AS WELL. X 2 296199 FMV X EQUIPMENT (WALKERS, WHEELCHAIRS) 4 3275 X SUPPLIES 12 589 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE LISTED IN COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE CFO SUBMITS INITIAL DOCUMENTS FOR THE 990 WITH ASSISTANCE FROM ACCOUNTING AND FUND DEVELOPMENT STAFF. THE CFO AND CEO THEN REVIEW THE DRAFT DOCUMENTATION FOR ACCURACY PRIOR TO COMPLETION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUIRES EACH MEMBER TO SIGN A NEW CONFLICT OF INTEREST VERIFICATION. AMONG OTHER THINGS, THE MEMBER MUST DISCLOSE ANY POTENTIAL CONFLICTS FOR THEMSELVES AND THEIR RELATIVES. FURTHERMORE, WHEN A MEMBER DETERMINES THEY MAY HAVE A SUBSEQUENT DISQUALIFYING INTEREST, THEY MUST DISCLOSE THEIR DISQUALIFYING INTEREST AND REFRAIN FROM PARTICIPATING IN APPLICABLE DECISIONS IN ANY WAY. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICER AND DIRECTOR COMPENSATIONS ARE BASED ON SEVERAL KEY ITEMS INCLUDING THE INDIVIDUAL'S QUALIFICATIONS, THE ROLE EMPLOYED, THE COMPANY'S FINANCIAL CONDITION, OVERALL MARKET CONDITIONS, AND SALARY SURVEYS FOR COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD DETERMINES THE CEO AND CFO COMPENSATIONS. THE CEO DETERMINES THE COMPENSATIONS FOR ALL OTHER OFFICER AND DIRECTOR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. MISSION RESOURCE SOLUTIONS INC 4350 AUBURN BOULEVARD SACRAMENTO CA 95841 462958884 MARKETING AND SALES OF PROPRIETARY SOFTWARE CA UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO INC C 400288 203197 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 MISSION RESOURCE SOLUTIONS INC O 60578 CASH MISSION RESOURCE SOLUTIONS INC P 62202 CASH