Easter Seals Ucp Foundation Inc

Nonprofit profile at a glance

EIN
562172655
IRS 990 coverage
2009–2018
Forms available
Form 990 2018
Location
Raleigh, NC, USA
Phone
9197838898
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Emergency Assistance

Official website

Reported finances

Revenue
$116,205
Expenses
$3,077,034
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • LUANNE WELCH (PRESIDENT &)

Highest reported compensation

  • LUANNE WELCH (PRESIDENT &): $285,944 total reported compensation
  • JAMES HILTY (CFO): $207,536 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The entity is a not-for-profit charitable organization dedicated to being a lifelong partner to people managing disabilities and mental health challenges

What it reported doing in 2018

Easter seals ucp foundation, inc. Was formed for the purpose of advancing the independence, productivity and full citizenship of individuals with cerebral palsy and other developmental disabilities and to provide private financial resources to its affiliated organization(s) through activities such as capital and endowment giving.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Affiliate network. The nonprofit sent 100% of its reported program spending through affiliated organizations.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 36
  • Transparency & Controls: 82
  • Accountability: 100
  • Sustainability: 5
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.4%; rating input score 65
  • Program expense ratio: 1.1%; rating input score 1
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -2,547.9%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0.3%; rating input score 42; 42nd percentile among comparable filings

Growth

  • Program expense growth: -21.7% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -17% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 33rd percentile among comparable filings

Details

  • Where the money goes: 65.4% of revenue deployed · 1.1% of spending went to programs
  • Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $34K in reported program spending
  • Leadership: top reported pay $286K · 8 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 12 of 12 current checks pass
  • Schedules: 6 filed schedules · includes executive pay and related organizations
  • Filing history: 8 filing years from 2009 to 2018
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Program expense ratio scored 1/100.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 42/100.