United Cerebral Palsy Association of Oregon and Southwest Washington

Nonprofit profile at a glance

EIN
930462580
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Portland, OR, USA
Phone
5037774166
Rating
91
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$13,718,138
Expenses
$13,550,925
Assets
$9,607,402
Liabilities
$1,284,054

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • SEAN HEATON (PRESIDENT)
  • ANN COFFEY (EXECUTIVE DIRECTOR)

Highest reported compensation

  • BECKY BEACH (PERSONAL ASSISTANT): $207,656 total reported compensation
  • ANN COFFEY (EXECUTIVE DIRECTOR): $205,333 total reported compensation
  • JERALD HOFFERT (FINANCE DIRECTOR): $137,055 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Advancing the independence, productivity and full citizenship of people with cerebral palsy and other disabilities.

What it reported doing in 2024

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 374 customers and ucp mentors serves 498 customers.

Operating model

Revenue model
Grant-funded. 97% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 91
  • Accountability: 95
  • Sustainability: 41
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.1%; rating input score 95
  • Program expense ratio: 91.9%; rating input score 92
  • Fundraising efficiency: $1,837.16 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.2%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 0.71; rating input score 25; 25th percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 4.1%; rating input score 59; 59th percentile among comparable filings

Growth

  • Program expense growth: 11.8% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 10.7% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 6.2% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 95.1% of revenue deployed · 91.9% of spending went to programs
  • Governance: 12 of 12 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $12.5M in reported program spending
  • Leadership: top reported pay $208K · 15 people listed · 5 of 6 pay-setting controls reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Sustainability: Operating margin scored 39/100.
  • High — Sustainability: Total-asset coverage ratio scored 25/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Officer compensation ratio scored 59/100.