2024-04-23T11:41:32-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 930462580 UNITED CEREBRAL PALSY ASSOCIATION OF OREGON AND SOUTHWEST WASHINGTON UNIT 5037774166 305 NE 102ND AVENUE 100 PORTLAND OR 97220 ANN COFFEY EXECUTIVE DIRECTOR 5037774166 2024-04-22 1 ANN COFFEY XXX-XX-XXXX 0 KARIN S WANDTKE P00172715 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN COFFEY 305 NE 102ND AVENUE 100 PORTLAND OR 97220 11676339 0 X WWW.UCPAORWA.ORG X 1955 OR ADVANCING THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH CEREBRAL PALSY AND OTHER DISABILITIES. 13 13 215 28 0 0 10349116 11546779 36806 28636 223690 91354 29111 9248 10638723 11676017 0 16281 0 0 8890713 10194430 0 0 11486 1312816 1427578 10203529 11638289 435194 37728 7638585 9137366 1032396 2176227 6606189 6961139 X ADVANCING THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH CEREBRAL PALSY AND OTHER DISABILITIES. 0 0 5790220 28116 SUPPORTED LIVING AND BUILDING BLOCKS - THE SUPPORTED LIVING PROGRAM PROVIDES SUPPORT SERVICES FOR 39 INDIVIDUALS IN THE HOME/COMMUNITY, WHICH ARE DETERMINED BY INDIVIDUAL CHOICE AND PROVIDES THE OPPORTUNITY TO LIVE WHERE AND WITH WHOM THEY CHOOSE FOR AS LONG AS THEY DESIRE, RECOGNIZING THAT NEEDS AND DESIRES MAY CHANGE OVER TIME. THIS PROGRAM PROVIDES TRAINING AND IN-HOME SUPPORT TO ASSIST INDIVIDUALS IN INCREASING THEIR INDEPENDENCE IN DAILY LIVING ACTIVITIES AND WITH COMPLETION OF HOUSEHOLD CHORES. THE BUILDING BLOCKS PROGRAM SERVES 2 FAMILIES WITH CHILDREN WITH DISABILITIES. THE PROGRAM SUPPORTS BEFORE AND AFTER SCHOOL CARE. 489318 520 THE SUPPORTED EMPLOYMENT PROGRAM OFFERS VOCATIONAL PROFILES, JOB DEVELOPMENT, JOB TRAINING, AND ONGOING SUPPORT AS NECESSARY TO 12 INDIVIDUALS WITH DISABILITIES. 4404130 16281 SUPPORT SERVICES - UCP CONNECTIONS AND UCP MENTORS IS DESIGNED TO ASSIST ADULTS WITH DEVELOPMENTAL DISABILITIES TO IDENTIFY AND ARRANGE THE SUPPORT THEY NEED TO THRIVE WITHIN THEIR COMMUNITY AND LIVE THE LIFE THEY CHOOSE. UCP CONNECTIONS AND UCP MENTORS DOES THIS BY BROKERING SERVICES AND RESOURCES THAT ASSIST THE PEOPLE THEY SERVE TO REACH THEIR GOALS, DEVELOPING PLANS AND INDIVIDUAL BUDGETS USING PERSON CENTERED PLANNING TECHNIQUES. UCP CONNECTIONS CURRENTLY SERVE 362 CUSTOMERS AND UCP MENTORS SERVES 494 CUSTOMERS. 98404 INFORMATION AND REFERRAL PROGRAMS - THE COMMUNITY DEVELOPMENT PROGRAM ACTS AS AN INFORMATION AND REFERRAL SOURCE FOR MORE THAN 800 FAMILIES WITH CHILDREN WHO HAVE CEREBRAL PALSY AND OTHER DISABILITIES. THIS PROGRAM HOSTS A VARIETY OF PARENT INFORMATION GROUPS AND ACTS AS SUPPORTIVE PRESENCE AT MEETINGS WITH PROFESSIONALS THAT HELP PARENTS MAKE DECISIONS ABOUT A CHILD'S LIFE. THIS PROGRAM ALSO PROVIDES CAREGIVER RELIEF FOR HOURLY AND OVERNIGHT RESPITE CARE FOR CHILDREN WITH DISABILITIES. 98404 10782072 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X ANN COFFEY 5037774166 305 NE 102ND AVENUE 100 PORTLAND OR 97220 JENI DAVIS MEMBER 3.00 X 0 0 0 GRANT GUERNSEY MEMBER 3.00 X 0 0 0 MICHEAL STEEN MEMBER 3.00 X 0 0 0 PETER BLASKO MEMBER 3.00 X 0 0 0 NANCY CICERELLO MEMBER 3.00 X 0 0 0 MOLLY HOLSAPPLE MEMBER 3.00 X 0 0 0 JENNIFER HOYT MEMBER 3.00 X 0 0 0 JOHN HANCOCK MEMBER 3.00 X 0 0 0 JOHN GRIFFITHS MEMBER 3.00 X 0 0 0 AMY FERRELL MEMBER 3.00 X 0 0 0 TINA STRACENER MEMBER 3.00 X 0 0 0 JERALD HOFFERT IMMEDIATE PAST PRESIDENT 3.00 X 0 0 0 SEAN HEATON PRESIDENT AND TREASURER 3.00 X 0 0 0 ANN COFFEY EXECUTIVE DIRECTOR 40.00 X 163221 0 6519 ESTHER LARGE FINANCE DIRECTOR 40.00 X 116188 0 3486 BECKY BEACH PERSONAL ASSISTANT 40.00 X 193015 0 0 472424 0 10005 6 0 1 0 SYNERGI PARTNERS INC 151 W EVANS ST FLORENCE SC 29501 FILING FOR ERC CREDIT 125739 1 11410585 136194 11546779 OTHER PROGRAM SERVICES 624100 28636 28636 28636 90173 90173 1503 322 1181 1181 1181 OTHER REVENUE 900099 9248 9248 9248 11676017 28636 0 100602 16281 16281 669859 630908 38270 681 7851319 7394773 448562 7984 108840 102511 6218 111 873043 822276 49879 888 691369 651167 39499 703 14443 11552 2891 21940 17548 4392 41427 41427 207634 166067 41567 22895 10215 12680 323524 287373 36151 434104 383253 50089 762 53789 6533 47256 109362 94869 14294 199 41894 39631 2105 158 INDIVIDUAL SUPPORT 104981 104814 167 OTHER OPERATING COSTS 51585 42301 9284 11638289 10782072 844731 11486 80947 0 1517100 1719679 509293 517465 264494 374408 841525 653721 226762 187804 5039989 5308078 0 1029932 7638585 9137366 683292 724037 287630 373840 61474 1078350 1032396 2176227 X 6562437 6908539 43752 52600 6606189 6961139 7638585 9137366 37728 317222 0 X X 0 1 X 1 0 X 7791831 7494056 7162715 10349116 11546779 44344497 7791831 7494056 7162715 10349116 11546779 44344497 44344497 106762 108123 88861 220847 90173 614766 36787 1412678 27049 29111 9248 1514873 46474136 354692 0.95420 0.94950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94945 89637 5308 698105 515609 182496 48475 48475 0 187804 OPERATING LEASE RIGHT-OF-USE ASSETS 1029932 1029932 CAPITAL LEASE OBLIGATIONS 30920 OPERATING LEASE LIABILITIES 1047430 1078350 X 11951812 317222 317222 11634590 41427 41427 11676017 11596862 0 11596862 41427 41427 11638289 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 OCF ZETOSCH FUND 19 16281 COST ADAPTIVE TECHNOLOGY EQUIPMENT IS PURCHASED BY UCP AND SENT TO THE INDIVIDUAL APPLYING FOR ASSISTANCE. PART I, LINE 2: THE ORGANIZATION RECEIVES GRANTS THROUGH THE ZETOSCH FUND OF THE OREGON COMMUNITY FOUNDATION, WHICH ARE USED TO PURCHASE ADAPTIVE TECHNOLOGY EQUIPMENT FOR ELIGIBLE INDIVIDUALS WHO MEET THE FUND'S FINANCIAL AND CLINICAL CRITERIA. AN APPLICATION PROCESS IS FOLLOWED BY INTERESTED APPLICANTS, AND SUBMISSIONS ARE REVIEWED BY THE FAMILY SUPPORT DIRECTOR TO DETERMINE ELIGIBILITY. A FUNDING LOG IS MAINTAINED TO DOCUMENT THAT APPLICATION REQUIREMENTS ARE MET AND TO DETERMINE AVAILABILTY OF FUNDS. THIS LOG IS REVIEWED BY THE FINANCE DIRECTOR AS A CONTROL MEASURE. X X X 0 0 0 0 0 0 0 0 0 BECKY BEACH PERSONAL ASSISTANT 191015 0 2000 0 0 0 0 0 0 0 193015 0 0 0 ANN COFFEY EXECUTIVE DIRECTOR 162221 0 1000 0 0 0 6519 0 0 0 169740 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE DRAFT FORM 990, AND THEN IT IS E-MAILED TO ALL GOVERNING BODY MEMBERS FOR INFORMATION PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD. IN THE EVENT ANY OFFICER, DIRECTOR, EXECUTIVE OR BOARD MEMBER OF THE ASSOCIATION SHALL HAVE ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE ASSOCIATION, SUCH PERSON SHALL GIVE NOTICE OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER REFRAIN FROM DISCUSSING OR ENGAGING ON THE PARTICULAR TRANSACTION IN WHICH HE HAS AN INTEREST, OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE ASSOCIATION OR ITS COMPONENTS TO AFFECT A DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE WAS FORMED AND PARAMETERS WERE SET IN PLACE TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. COMPARABLE DATA IS COLLECTED FROM MBL GROUP. A COMPANY THAT PROVIDES NON-PROFIT SALARY RANGES BASED ON THE AVAILABLE MARKET. THE ANALYSIS IS DISCUSSED BETWEEN THE MEMBERS AND A CONCLUSION IS BASED ON THE DATA, PERFORMANCE, AND DIRECTIVES OF THE EXECUTIVE DIRECTOR. A PERFORMANCE EVALUATION IS SENT OUT TO DIRECT SUPPORTS AND COLLECTED AND USED IN THE FINAL EVALUATION. DOCUMENTATION IS NOTED AND THE RESULTS ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR. THE LAST PERFORMANCE EVALUATION WAS PERFORMED IN JUNE, 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM PRIOR YEAR.