Standard 6: Board Policy on Effectiveness - Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.
UCP does not meet this Standard because:
Standard 7: Board Approval of Written Report on Effectiveness - Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.
Standard 8: Program Service Expense Ratio - Spend at least 65% of its total expenses on program activities.
Standard 15: Misleading Appeals - Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.
UCP does not meet this Standard because:
In the Alliance's opinion, direct mail appeals sent in 2011 cited financial information that does not match the information included in the organization's audited financial statements for the fiscal year ended September 30, 2011.
The Alliance reviewed appeals provided by UCP and found that direct mail appeals sent in June 2011 included references to program expense ratios. The appeal stated:
"When you send your 2011 renewal gift, you can rest assured knowing that your generous gift is being used wisely--on programs that make a difference."
Below this claim, UCP provides a pie chart, indicating that it spent 85% on "programs that directly serve people with disabilities and their families," and 15% on "administrative costs."
According to UCP's fiscal year 2011 audited financial statements, the organization spent 55% of its expenses on programs.
Year, State Incorporated: 1948, New York
Affiliates: UCP of East Central Alabama, UCP of Greater Birmingham, UCP of Hunstville & Tennessee Valley, UCP of Mobile, UCP of NW Alabama, UCP of West Alabama, UCP of Arkansas, UCP of Central Arizona, UCP of Southern Arizona, UCP of Central CAlifornia, UCP of Los Angeles, Ventura, and Santa Barbara Counties, UCP of North Bay, UCP of Orange County, UCP of Sacramento and Northern California, UCP of San Diego County, UCP of San Joaquin, Calaveras & Amador Counties, UCP of San Luis Obispo, UCP of Santa Clara & San Mateo Counties, UCP of Stanislaus County, UCP of the Golden Gate, UCP of the Inland Empire, UCP of Eastern Connecticut, UCP of Southern Connecticut, UCP of Washington, DC & Northern Virginia, UCP of Delaware, UCP of Central Florida, UCP of East Central Florida, UCP of Northwest Florida, UCP of Southwest Florida, UCP of South Florida/Sunrise, UCP of Tallahassee, UCP of Tampa Bay, UCP of Georgia, UCP of Hawaii, UCP Land of Lincoln, UCP of Greater Chicago, UCP of the Prairieland, UCP of Illinois, UCP of Greater Indiana, UCP of the Wabash Valley, UCP of Kansas, UCP of Baton Rouge, UCP of Greater New Orleans, UCP of Berkshire County, UCP of Metro Boston, UCP of Central Maryland, UCP on the Potomac, UCP of Maine, UCP pf Metro Detroit, UCP of Michigan, UCP of Central Minnesota, UCP Heartland, UCP of Greater Kansas City, UCP of Northwest Missouri, Easter Seals UCP of North Carolina & Virginia, UCP of Nebraska, UCP of Hudson County, UCP of Northern, Central, & Southern New Jersey, UCP of Nevada, UCP of Nassau County, UCP of New York City, UCP of Suffolk, UCP of Greater Cincinatti, UCP of Greater Cleveland, UCP of Oklahoma, UCP of Oregon & SW Washington, Alleghenies UCP, UCP of Central Pennsylvania, UCP of Northeastern Pennsylvania, UCP of Philadelphia & Vicinity, UCP of South Central Philadelphia, UCP of Rhode Island, UCP of South Carolina, UCP of Middle Tennessee, UCP of the Mid-South, Paso Del Norte Children's Development Center, PROVAIL, UCP of Greater Dane County, UCP of Southeastern Wisconsin, UCP of Central Wisconsin, Cerebral Palsy Association of British Columbia, Cerebral Palsy Association in Alberta, Capability Scotland, The Cerebral Palsy Alliance, UCP/CLASS
Stated Purpose: "to advance the independence, productivity, and full citizenship of people with disabilities through an affiliate network."
An organization may change its practices at any time without notice. A copy of this
report has been shared with the organization prior to publication. It is not intended
to recommend or deprecate, and is furnished solely to assist you in exercising your
own judgment. If the report is about a charity and states the charity meets or does
not meet the
Standards for Charity Accountability, it reflects the results of an evaluation
of information and materials provided voluntarily by the charity. The name Better
Business Bureau is a registered service mark of the Council of Better Business Bureaus,
This report is not to be used for fund raising or promotional purposes.
©2012 BBB Wise Giving Alliance
Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.
The organization meets this standard.
Soliciting organizations shall have a board of directors with a minimum of five voting members.
An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.
Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.
No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.
Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.
Spend at least 65% of its total expenses on program activities.
Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.
Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.
Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.
Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.
Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.
Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.
Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.
Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.
Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.
Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).