2024-10-16T11:34:15-05:00 2023-12-31 860558065 HEINFELD MEECH & CO PC 1365 NORTH SCOTTSDALE ROAD SUITE 300 SCOTTSDALE AZ 85257 990 2023-01-01 860416461 UNITED CEREBRAL PALSY OF SOUTHERN ARIZONA INC UNIT 5207953108 630 N CRAYCROFT TUCSON AZ 857111450 CYNTHIA MARS CEO 5207953108 2024-10-16 1 0 JILL A SHAW CPA P01613163 6022779449 2023 2024-10-15 13:58:12Z CYNTHIA MARS 630 N CRAYCROFT TUCSON AZ 857111450 39446020 0 X WWW.UCPSA.ORG X 1999 AZ THE MISSION OF UNITED CEREBRAL PALSY OF SOUTHERN ARIZONA IS TO ENRICH THE QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES AND THE ELDERLY BY PROVIDING SERVICES THAT ENHANCE THEIR INDEPENDENCE, PRODUCTIVITY, INCLUSION IN COMMUNITY LIFE, AND BY PROVIDING SUPPORT TO THEIR FAMILIES. UCPSA ACCOMPLISHES ITS MISSION BY PROVIDING PROGRAMS TO PEOPLE WITH DISABILITIES AND THE ELDERLY IN PIMA, YUMA, AND SANTA CRUZ COUNTIES. EACH OF THESE PROGRAMS PROVIDES INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DISABILITIES AND THE ELDERLY WITH OPPORTUNITIES TO INCREASE THEIR LEVEL OF INDEPENDENCE. WE SERVE INFANTS, CHILDREN, TEENAGERS, AND ADULTS WITH DISABILITIES, AND OVER 65% OF OUR CLIENTS HAVE A DEVELOPMENTAL DISABILITY OTHER THAN CEREBRAL PALSY. 7 7 1396 0 0 0 20810429 35442101 3213756 3534038 28758 373787 82388 90567 24135331 39440493 0 0 0 0 20842866 25176512 0 0 6050 1753262 3074490 22596128 28251002 1539203 11189491 13729798 31480310 4808209 11224077 8921589 20256233 X THE MISSION OF UNITED CEREBRAL PALSY OF SOUTHERN ARIZONA IS TO ENRICH THE QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES AND THE ELDERLY BY PROVIDING SERVICES THAT ENHANCE THEIR INDEPENDENCE, PRODUCTIVITY, INCLUSION IN COMMUNITY LIFE, AND BY PROVIDING SUPPORT TO THEIR FAMILIES. UCPSA ACCOMPLISHES ITS MISSION BY PROVIDING PROGRAMS TO PEOPLE WITH DISABILITIES AND THE ELDERLY IN PIMA, SANTA CRUZ, AND YUMA COUNTIES. EACH OF THESE PROGRAMS PROVIDES INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DISABILITIES AND THE ELDERLY WITH OPPORTUNITIES TO INCREASE THEIR LEVEL OF INDEPENDENCE. WE SERVE INFANTS, CHILDREN, TEENAGERS, AND ADULTS WITH DISABILITIES, AND OVER 65% OF OUR CLIENTS HAVE A DEVELOPMENTAL DISABILITY OTHER THAN CEREBRAL PALSY. 0 1 23669582 3535529 CLIENTS SERVED IN ATTENDANT CARE, PERSONAL CARE, HABILITATION, AND RESPITE CARE BY LOCATION ARE TUCSON (494), YUMA (386), AND GREEN VALLEY (111). THE YUMA LOCATION CONTINUED THE FOSTER CARE RESPITE PROGRAM IN 2023. THE GREEN VALLEY LOCATION INCREASED MEMBER CASELOAD IN 2023. THE WORKABILITY PROGRAM HAS LOCATIONS IN TUCSON AND IN YUMA. WORKABILITY IS AN INDIVIDUALIZED AND SUPPORTIVE EMPLOYMENT PROGRAM DEDICATED TO TEACHING AND PREPARING PEOPLE WITH DISABILITIES FOR INTEGRATED AND SUSTAINABLE WORK OPPORTUNITIES. WORKABILITY SERVED 181 MEMBERS IN 2023. WORKABILITY SUCCESSFULLY PLACED 36 STUDENTS IN COMPETITIVE EMPLOYMENT POSITIONS AND EXPANDED THE PRETS PROGRAM TO 5 HIGH SCHOOLS IN TUCSON AND CONTINUED TO WORK WITH SCHOOLS IN YUMA AND NOGALES. IN QUARTER 4 OF 2023, THE TOTAL NUMBER OF EMPLOYEES ACROSS ALL LOCATIONS REACHED OVER 1300. 23669582 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1396 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X DEBORA OLSON 5207953108 630 N CRAYCROFT ROAD TUCSON AZ 857111450 CYNTHIA MARS CEO 40.00 X X 179884 0 7247 SHARON FINEFROCK PRESIDENT 1.00 X X 0 0 0 MICHAEL GORDON VICE PRESIDENT 1.00 X X 0 0 0 PHILIP R JOHNSON TREASURER 1.00 X X 0 0 0 PAMELA OTT SECRETARY 1.00 X X 0 0 0 STUART WALLER DIRECTOR 1.00 X 0 0 0 DIANE KURLANDER DIRECTOR 1.00 X 0 0 0 JAKIE FULCHER DIRECTOR 1.00 X 0 0 0 DEBORA OLSON CFO 40.00 X 124812 0 8693 RHONDA MURRAY COO 40.00 X 103637 0 7874 MARIA LUTA CUESTAS YUMA DIRECTOR 40.00 X 107366 0 5613 515699 0 29427 4 0 1 0 0 35400348 41753 35442101 CLIENT & INSURANCE FEE 624100 3534038 3534038 3534038 373787 373787 4200 0 4200 4200 4200 90403 5527 84876 84876 OTHER INCOME 900099 1491 1491 1491 39440493 3535529 0 462863 545172 112980 426572 5620 22303643 20757208 1546435 179343 82473 96870 388623 353244 35379 1759731 1605631 153670 430 1462 1462 146616 146616 13745 13745 62825 7512 55313 29371 20073 9298 232696 81652 151044 181495 132528 48967 49645 46768 2877 6531 2690 3841 128318 25665 102653 24500 24500 190423 124084 66339 345491 217989 127502 ERC FEES 1188995 1188995 MATERIALS AND SUPPLIES 300538 67698 232840 MISCELLANEOUS 67071 5350 61721 BAD DEBT 46862 23665 23197 57906 2372 55534 28251002 23669582 4575370 6050 4697291 1730327 2289717 3966195 51706 90009 6493614 1157697 5394027 5335917 1023491 13792985 273566 6564877 13729798 31480310 966269 1226691 4200 0 3558838 3464299 278902 6533087 4808209 11224077 X 8917646 20241690 3943 14543 8921589 20256233 13729798 31480310 11189491 145153 0 X X 0 1 X 1 0 X 10738168 14889075 18091058 21068094 27856632 92643027 10738168 14889075 18091058 21068094 27856632 92643027 436979 92206048 5254 4901 36773 28758 373787 449473 34059 57840 5451 9292 1491 108133 93200633 0.98930 0.97770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME PRIMARILY DEVELOPMENT FEE INCOME - 2019 AMOUNT: $ 34,059. 2020 AMOUNT: $ 57,840. 2021 AMOUNT: $ 5,451. 2022 AMOUNT: $ 9,292. 2023 AMOUNT: $ 1,491. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1444242 1444242 4793759 1077607 3716152 106228 80090 26138 149385 149385 5335917 RIGHT-OF-USE ASSETS 521720 GOODWILL 6038313 EMLPOYEE ADVANCES 4844 6564877 OPERATING LEASE PAYABLE 529087 BUSINESS ACQUISITION PAYABLE 6004000 6533087 X 39591175 145153 5529 150682 39440493 0 39440493 28256531 5529 5529 28251002 0 28251002 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IF ANY, ON ITS EXEMPT ORGANIZATION FILINGS, AND THE LIKELIHOOD THAT UPON EXAMINATION THOSE POSITIONS WOULD BE SUSTAINED. BASED ON THE RESULTS OF THIS EVALUATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. THE LLCS, AS SINGLE MEMBER LLCS, ARE DISREGARDED ENTITIES FOR TAX PURPOSES. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN MADE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 5,529. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 5,529. X X X X X 0 0 0 0 0 0 0 0 0 CYNTHIA MARS CEO 179188 0 242 0 454 0 7247 0 0 0 187131 0 0 0 PART I, LINE 3 THE FINANCE COMMITTEE REVIEWED THE CEO'S SALARY BASED ON ASU LODESTAR CENTER FOR PHILANTHROPY AND NONPROFIT INNOVATION'S NONPROFIT COMPENSATION AND BENEFITS REPORT FOR 2022. UCPSA IS A CONTRIBUTOR TO THIS SURVEY. A RECOMMENDATION WAS MADE, AND APPROVED, FROM THE FINANCE COMMITTEE TO THE BOARD OF DIRECTORS. THE CEO'S SALARY IS WITHIN THE RANGE OF COMPARABLE AGENCIES, PER THIS REPORT. WAYNE MURRAY FAMILY MEMBER 6841 MAINTENANCE 0 FORM 990, PART III, LINE 3 THE ASCEND PROGRAM WAS CLOSED ON AUGUST 31, 2023 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TAX RETURN IS PREPARED BY AN INDEPENDENT PROFESSIONAL TAX ACCOUNTANT WHO SUBMITS A DRAFT VERSION OF THE RETURN TO THE ORGANIZATION FOR REVIEW. THIS DRAFT VERSION OF FORM 990 IS EMAILED TO ALL BOARD MEMBERS AND FINANCE COMMITTEE MEMBERS FOR THEIR REVIEW AND COMMENTS. ANY CHANGES THAT ARISE AFTER THIS REVIEW ARE MADE BY THE ACCOUNTANT, AND A FINAL VERSION IS SUBMITTED TO THE CFO AND CEO FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A DISCLOSURE ANNUALLY, STAFF AS THE ISSUE ARISES. FORM 990, PART VI, SECTION B, LINE 15A CEO SALARY WAS A RECOMMENDATION FROM THE FINANCE COMMITTEE TO THE BOARD AFTER REVIEWING OTHER NONPROFIT CEO SALARIES IN ARIZONA. THE BOARD DISCUSSED AND APPROVED THE RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICE OF THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.