Charity Review

Issued: November 2016 Expires: December 2018

Charity Seal Holder

United Cerebral Palsy of Oregon & Southwest Washington

Meets Standards
 
(503) 777-4166 305 NE 102nd Ave Ste 100, Portland OR 97220-4170 www.acommunityforeveryone.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
  8. Affiliates
Conclusions

United Cerebral Palsy of Oregon & Southwest Washington meets the 20 Standards for Charity Accountability.

Purpose

The mission of United Cerebral Palsy of Oregon and Southwest Washington (UCP) is to advance the independence, productivity, and full citizenship of people with cerebral palsy and other disabilities.

Incorporated: 1955 in OR

Also Known As: United Cerebral Palsy Association of Oregon & Southwest Washington, Inc. , UCP of Oregon and SW Washington

Programs

United Cerebral Palsy of Oregon and Southwest Washington supports individuals with cerebral palsy and other intellectual/developmental disabilities with the following programs and services:

UCP Connections Support Services Brokerage: Provides case management services, person-centered planning, and connects customers with paid supports and community resources to achieve life goals. 

Family Support Services: Connects parents and caregivers to community resources, organizes inclusive outings, hosts parent support groups, facilitates a bi-annual conference, and administers a grant program for educational equipment. The unique 'Respitality' service offers parents a brief respite from caregiving and may include a certificate for a hotel stay, dinner, or fun activity.  

Supported Living Services: Provides in-home supports to adults who experience a disability. Services range from daily or weekly drop-ins, to 24-hour dedicated staffing to individuals who are medically fragile, or who need assistance with personal care, household responsibilities, communicating, and/or engaging in their communities. 

Employment Solutions Supported Employment Services:
Assists job seekers who experience a disability to gain competitive employment by helping them identify their individual talents and interests. For employers we offer recruiting services and on-the-job training for qualified applicants. We also provide assistance with filing for applicable tax credits and ensuring ADA compliance standards are achieved. 

Choices Community Inclusion Services:
Assists adults who experience a disability to engage in their community and participate in the leisure, recreation, education, volunteering or pre-employment activities of their choosing. Each person is supported in identifying and evaluating the options and activities which are the most meaningful to them; so they can make informed decisions about how they choose to spend their time. 

Building Blocks Children’s In-Home Services:
Offers individualized in- home supports to children, and the families of children, who experience a disability. Supports may include: attendant care, relief care (respite), skills training, and community engagement. 

Governance & Staff

Board Chair: Mr. Brad Parsons, Regional Sales Director Business Affiliation: Meadow Outdoor Advertising

CEO: Ms. Ann Coffey, Executive Director

Board Size: 13

Staff: 225

Fund Raising
Method(s) used: Direct Mail Appeals Invitations to Fundraising Events Print Advertisements (Newspapers, Magazines, etc.) Television Appeals Radio Appeals Grant Proposals Internet Appeals Planned Giving Arrangements Appeals via Social Media (Facebook, etc.) Solicitations for Used Cars

% of Related Contributions on Fundraising: 1.10%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on United Cerebral Palsy of Oregon & Southwest Washington Audited Financial Statements for the fiscal year ending Tuesday, June 30, 2015.

Source of Funds
Government fees and contracts $5,953,880
Contributions $204,012
Donated materials and services $7,941
Special events revenue net of direct costs of $13,788 $86,575
Program service revenue $37,031
Investment income $38,160
Other income $33,203
Total Income: $6,360,802
 
Fusion Chart
 
Program Expenses: $5,579,839
Fundraising Expenses: $68,749
Administrative Expenses: $356,606
Total Expenses: $6,005,194
 
Income in Excess of Expenses: $355,608
 
Beginning Net Assets: $4,013,408
Ending Net Assets: $4,369,016
Total Liabilities: $757,572
Total Assets: $5,126,588


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Standards Legend

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Standard 1: Board Oversight


Description:

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.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

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.

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Standard 4: Board Compensation


Description:

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.

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Standard 5: Conflict of Interest


Description:

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.

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Standard 6: Effectiveness Policy


Description:

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.

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Standard 7: Effectiveness Report


Description:

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.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

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.

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Standard 10: Accumulating Funds


Description:

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.

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Standard 11: Audit Report


Description:

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.

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Standard 12: Detailed Expense Breakdown


Description:

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.

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Standard 13: Accurate Expense Reporting


Description:

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.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

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.

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Standard 16: Annual Report


Description:

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.

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Standard 17: Website Disclosures


Description:

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.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 19: Cause Marketing Disclosures


Description:

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).

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.