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Nonprofiteer
← UNITED CEREBRAL PALSY HEARTLAND

Form 990 for tax year 2022

Filed by UNITED CEREBRAL PALSY HEARTLAND.

Totals

Total revenue
$16,600,769
Total expenses
$14,312,526
Contributions and grants received
$2,450,909
Grants paid
$0
Program service revenue
$14,135,947
Investment income
$170,001
Other revenue
-$156,088
Total assets, end of year
$26,723,299
Total liabilities, end of year
$2,720,172
Net assets or fund balances, end of year
$24,003,127
Program services expenses (Part IX)
$12,140,157
Management and general expenses
$1,775,741
Fundraising expenses
$396,628
Program service expenses (Part III)
$12,140,157

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $536,123

  • 1c · Fundraising events

    $753,613

  • 1e · Government grants (contributions)

    $210,855

  • 1f · All other contributions, gifts and grants

    $950,318

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $14,135,947 · related or exempt $14,135,947

  • 3 · Investment income

    total $351,041 · excluded $351,041

  • 7a · Gross sales of assets other than inventory

    securities $2,011,982 · other assets $40,193

  • 7b · Less cost or other basis and sales expenses

    securities $1,910,083 · other assets $323,132

  • 7c · Gain or loss

    securities $101,899 · other assets -$282,939

  • 7d · Net gain or loss

    total -$181,040 · excluded -$181,040

  • 8a · Fundraising events: gross income

    $43,977

  • 8a · Fundraising events: contributions included on line 1c

    $753,613

  • 8b · Fundraising events: direct expenses

    $200,065

  • 8c · Net income from fundraising events

    total -$156,088 · excluded -$156,088

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $355,743 · program services $304,162 · management and general $41,603 · fundraising $9,978

  • 7 · Other salaries and wages

    total $9,222,935 · program services $7,885,656 · management and general $1,078,604 · fundraising $258,675

  • 8 · Pension plan contributions

    total $329,644 · program services $281,847 · management and general $38,551 · fundraising $9,246

  • 9 · Other employee benefits

    total $845,292 · program services $722,729 · management and general $98,855 · fundraising $23,708

  • 10 · Payroll taxes

    total $707,290 · program services $604,736 · management and general $82,717 · fundraising $19,837

  • 11b · Fees: legal

    total $23,804 · program services $15,327 · management and general $6,543 · fundraising $1,934

  • 11c · Fees: accounting

    total $48,118 · program services $30,981 · management and general $13,227 · fundraising $3,910

  • 11f · Fees: investment management

    total $20,530 · management and general $20,530

  • 11g · Fees: other

    total $486,032 · program services $312,939 · management and general $133,597 · fundraising $39,496

  • 12 · Advertising and promotion

    total $4,503 · program services $3,864 · fundraising $639

  • 13 · Office expenses

    total $9,846 · program services $2,714 · management and general $730 · fundraising $6,402

  • 16 · Occupancy

    total $595,187 · program services $776,123 · management and general -$184,930 · fundraising $3,994

  • 17 · Travel

    total $185,220 · program services $152,737 · management and general $24,355 · fundraising $8,128

  • 19 · Conferences, conventions and meetings

    total $91,328 · program services $33,606 · management and general $57,272 · fundraising $450

  • 22 · Depreciation, depletion and amortization

    total $397,638 · program services $275,420 · management and general $122,218

  • 23 · Insurance

    total $181,525 · program services $125,099 · management and general $56,426

  • 24a · Other expenses: SUPPLIES/CLIENT ASSISTA

    total $415,350 · program services $375,237 · management and general $38,743 · fundraising $1,370

  • 24b · Other expenses: EQUIPMENT

    total $195,767 · program services $132,521 · management and general $61,382 · fundraising $1,864

  • 24c · Other expenses: COMMUNICATIONS

    total $125,330 · program services $98,174 · management and general $24,528 · fundraising $2,628

  • 24d · Other expenses: BAD DEBT

    total $37,325 · management and general $37,325

  • 24e · All other expenses

    total $34,119 · program services $6,285 · management and general $23,465 · fundraising $4,369

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,727,269 · end of year $2,654,520

  • 2 · Savings and temporary cash investments

    beginning of year $95,253 · end of year $94,889

  • 3 · Pledges and grants receivable

    beginning of year $256,458 · end of year $263,124

  • 4 · Accounts receivable

    beginning of year $1,965,339 · end of year $3,045,320

  • 9 · Prepaid expenses and deferred charges

    beginning of year $352,050 · end of year $283,823

  • 10a · Land, buildings and equipment: cost or other basis

    $7,241,319

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,033,057

  • 10c · Land, buildings and equipment, net

    beginning of year $5,029,390 · end of year $5,208,262

  • 11 · Investments: publicly traded securities

    beginning of year $12,201,203 · end of year $13,183,824

  • 14 · Intangible assets

    end of year $1,897,494

  • 15 · Other assets

    beginning of year $87,621 · end of year $92,043

  • 17 · Accounts payable and accrued expenses

    beginning of year $531,352 · end of year $793,594

  • 19 · Deferred revenue

    beginning of year $1,000

  • 24 · Unsecured notes and loans payable

    end of year $1,926,578

  • 27 · Net assets without donor restrictions

    beginning of year $17,092,686 · end of year $19,439,438

  • 28 · Net assets with donor restrictions

    beginning of year $4,089,545 · end of year $4,563,689

Mission and programs · 2022

Mission

TO PROVIDE CHILDREN AND ADULTS LIVING WITH DIFFERING ABILITIES EXTRAORDINARY CARE AND SUPPORT THEY NEED TO THRIVE IN SCHOOL, AT HOME, AT WORK AND IN THEIR COMMUNITY.

Activities or mission (Part I)

AT UCP HEARTLAND, OUR MISSION IS TO PROVIDE CHILDREN AND ADULTS LIVING WITH DIFFERING ABILITIES EXTRAORDINARY CARE AND SUPPORT THEY NEED TO THRIVE IN SCHOOL, AT HOME, AT WORK AND IN THEIR COMMUNITY.

  • RESIDENTIAL PROGRAMS - ADVOCATE AND PROVIDE SUPPORT FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. THE ORGANIZATION ASSISTS THE INDIVIDUAL IN THEIR QUEST TO LIVE IN THE HOUSING OF THEIR CHOICE, IN THE COMMUNITY OF THEIR CHOICE AND LIVE WITH THE PERSON(S) OF THEIR CHOICE.

    Expenses $5,110,782 · Revenue $5,366,139

  • ADULT SERVICES - PROVIDES EDUCATIONAL AND TRAINING PROGRAMS AND SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES.

    Expenses $3,420,677 · Revenue $5,977,905

  • CHILDREN'S SERVICES - PROVIDES EDUCATIONAL AND TRAINING PROGRAMS AND SERVICES FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES.

    Expenses $2,361,401 · Revenue $1,549,991

  • SUPPORTED EMPLOYMENT - PROVIDES SERVICES TO AND GAINFUL EMPLOYMENT FOR PERSONS WITH DEVELOPMENTAL DISABILITIES THROUGH ASSESSMENT, JOB PLACEMENT, WORKSITE MODIFICATIONS, AND OTHER RELATED SUPPORTS, I.E. TRANSPORTATION.

    Expenses $910,785 · Revenue $985,796

  • FAMILY SUPPORT - PROVIDES FACILITY-BASED RESPITE AND EMERGENCY RESIDENTIAL SERVICES FOR ADULTS LIVING WITH DEVELOPMENTAL DISABILITIES WHEN FAMILIES NEED A BREAK OR ARE IN CRISIS.

    Expenses $336,512 · Revenue $256,116

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeff Rayfield

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ed Balmes

    VICE CHAIR - GOVERNANCE

    Total calculated
    $0
    Hours/week
    1

  • Richard Chong

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Armando Siliceo-Roman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kelli Williams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jane Kaiser

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • Andrew Gillentine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chrissy Teske

    VICE CHAIR-DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • Joy Voss

    VICE CHAIR - OPERATIONS

    Total calculated
    $0
    Hours/week
    1

  • Raychel Proudie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mani Amin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Casey Gundlach

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Becky Knezevich

    VICE CHAIR - FINANCE

    Total calculated
    $0
    Hours/week
    1

  • Melissa Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Bierling

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jamey Shields

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Clint Bolser

    CEO

    Total calculated
    $195,620
    From this org
    $170,843
    From related orgs
    $0
    Other
    $24,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,843
    Bonus
    $14,000
    Other
    $0
    Deferred
    $3,297
    Nontaxable benefits
    $21,480
    Filer's total
    $195,620

  • Lori Burch

    CFO

    Total calculated
    $174,267
    From this org
    $144,937
    From related orgs
    $0
    Other
    $29,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,937
    Bonus
    $0
    Other
    $0
    Deferred
    $7,788
    Nontaxable benefits
    $21,542
    Filer's total
    $174,267

  • Judith Grainger

    VP OF STRATEGIC GROWTH

    Total calculated
    $133,869
    From this org
    $114,149
    From related orgs
    $0
    Other
    $19,720
    Hours/week
    40

  • Linda Buckley

    VP OF HUMAN RESOURCES

    Total calculated
    $125,992
    From this org
    $107,812
    From related orgs
    $0
    Other
    $18,180
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
28 February 2024
IRS schema version
2022v5.0
Source object
202400649349301200

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