← UNITED CEREBRAL PALSY OF GREATER SACRAMENTO INC

Form 990 for tax year 2023

Filed by UNITED CEREBRAL PALSY OF GREATER SACRAMENTO INC.

Totals

Total revenue: $24,936,434
Total expenses: $24,430,476
Contributions and grants received: $4,262,387
Grants paid: $1,107
Program service revenue: $20,328,164
Investment income: $38,483
Other revenue: $307,400
Total assets, end of year: $20,046,786
Total liabilities, end of year: $7,001,705
Net assets or fund balances, end of year: $13,045,081
Program services expenses (Part IX): $21,623,551
Management and general expenses: $2,545,220
Fundraising expenses: $261,705
Program service expenses (Part III): $21,623,551

Program services were 88.5% 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.

1c · Fundraising events

$11,173
1e · Government grants (contributions)

$4,020,292
1f · All other contributions, gifts and grants

$230,922
1g · Noncash contributions included above

$276,355
2a · Program service revenue: PROGRAM SERVICE REVENUE

total $20,328,164 · related or exempt $20,328,164
3 · Investment income

total $16,817 · excluded $16,817
7a · Gross sales of assets other than inventory

securities $885,997
7b · Less cost or other basis and sales expenses

securities $864,331
7c · Gain or loss

securities $21,666
7d · Net gain or loss

total $21,666 · excluded $21,666
8a · Fundraising events: gross income

$10,488
8a · Fundraising events: contributions included on line 1c

$11,173
8b · Fundraising events: direct expenses

$7,256
8c · Net income from fundraising events

total $3,232 · excluded $3,232
11a · Other revenue: INSURANCE DISTRIBUTION

total $248,671 · related or exempt $248,671
11b · Other revenue: REIMBURSEMENTS

total $47,497 · related or exempt $47,497
11c · Other revenue: MISCELLANEOUS INCOME

total $8,000 · related or exempt $8,000
11e · Other revenue, total

$304,168

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,107 · program services $1,107
5 · Compensation of officers, directors and key employees

total $1,110,225 · program services $459,772 · management and general $531,659 · fundraising $118,794
7 · Other salaries and wages

total $13,637,894 · program services $12,637,748 · management and general $1,000,146
8 · Pension plan contributions

total $91,049 · program services $41,837 · management and general $49,212
9 · Other employee benefits

total $481,954 · program services $396,903 · management and general $85,051
10 · Payroll taxes

total $1,158,956 · program services $1,061,101 · management and general $63,320 · fundraising $34,535
11b · Fees: legal

total $169,696 · program services $87,152 · management and general $82,544
11c · Fees: accounting

total $153,900 · management and general $153,900
11g · Fees: other

total $233,114 · program services $209,528 · fundraising $23,586
12 · Advertising and promotion

total $664 · program services $599 · fundraising $65
13 · Office expenses

total $164,094 · program services $116,843 · management and general $28,442 · fundraising $18,809
14 · Information technology

total $97,916 · program services $71,544 · management and general $21,484 · fundraising $4,888
16 · Occupancy

total $776,980 · program services $610,650 · management and general $152,325 · fundraising $14,005
17 · Travel

total $978,798 · program services $968,765 · management and general $9,476 · fundraising $557
19 · Conferences, conventions and meetings

total $18,307 · program services $5,313 · management and general $12,107 · fundraising $887
22 · Depreciation, depletion and amortization

total $737,317 · program services $606,707 · management and general $130,610
23 · Insurance

total $923,944 · program services $882,515 · management and general $37,957 · fundraising $3,472
24a · Other expenses: LEGAL EXPENSE ACCRUAL

total $1,382,470 · program services $1,382,470
24b · Other expenses: GAS AND OIL

total $648,721 · program services $648,721
24c · Other expenses: REPAIRS AND MAINTENANCE

total $647,666 · program services $625,902 · management and general $18,563 · fundraising $3,201
24d · Other expenses: SUPPLIES, AWARDS, AND M

total $238,090 · program services $155,598 · management and general $59,191 · fundraising $23,301
24e · All other expenses

total $777,614 · program services $652,776 · management and general $109,233 · fundraising $15,605

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $3,796,783 · end of year $1,555,892
4 · Accounts receivable

beginning of year $2,860,159 · end of year $3,917,037
9 · Prepaid expenses and deferred charges

beginning of year $724,537 · end of year $625,157
10a · Land, buildings and equipment: cost or other basis

$6,610,631
10b · Land, buildings and equipment: accumulated depreciation

$4,931,790
10c · Land, buildings and equipment, net

beginning of year $1,928,652 · end of year $1,678,841
11 · Investments: publicly traded securities

beginning of year $4,919,050 · end of year $5,434,047
12 · Investments: other securities

beginning of year $918,488 · end of year $1,369,785
15 · Other assets

beginning of year $1,321,541 · end of year $5,466,027
17 · Accounts payable and accrued expenses

beginning of year $3,279,319 · end of year $4,880,008
19 · Deferred revenue

beginning of year $87,697 · end of year $30,146
25 · Other liabilities

beginning of year $1,328,068 · end of year $2,091,551
27 · Net assets without donor restrictions

beginning of year $11,764,330 · end of year $13,045,081
28 · Net assets with donor restrictions

beginning of year $9,796 · end of year $0

Mission and programs · 2023

Mission

THE MISSION OF UCP OF SACRAMENTO AND NORTHERN CALIFORNIA IS TO PROVIDE PROGRAMS AND SERVICES THAT IMPROVE THE INDEPENDENCE, PRODUCTIVITY, AND QUALITY OF LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES.

RESPITE CARE PROGRAM FOR FAMILIES WHO HAVE DEVELOPMENTALLY DISABLED INDIVIDUALS IN THEIR HOMES. PROGRAM PROVIDES TRAINED PERSONNEL WHO PROVIDE IN-HOME SUPERVISION AND CARE.

Expenses $9,508,046 · Revenue $9,992,711
DAY PROGRAMS - HELPING INDIVIDUALS WITH SEVERE DEVELOPMENTAL DISABILITIES LEARN SELF-HELP SKILLS, COMMUNICATION TECHNIQUES, FUNCTIONAL LIVING SKILLS, COMMUNITY INTEGRATION, AND POSITIVE BEHAVIOR MANAGEMENT.

Expenses $5,882,254 · Revenue $5,463,753
TRANSPORTATION PROGRAMS PROVIDE FIXED ROUTE SERVICES FOR DEVELOPMENTALLY AND/OR PHYSICALLY DISABLED ADULTS IN THE SACRAMENTO REGION FROM THEIR HOMES TO AND FROM THEIR DAY PROGRAMS.

Expenses $5,514,566 · Revenue $4,981,176
COMMUNITY LIVING ARRANGEMENT SERVICES AND PROGRAMS - AN INDEPENDENT LIVING SKILLS TRAINING PROGRAM FOR CHILDREN AND ADULTS WITH DISABILITIES FOR INDIVIDUALIZED ASSISTANCE IN LOCATING APPROPRIATE HOUSING AND SERVICES. SEASONAL PROGRAMS INC SADDLE PALS, ACE CAMP.

Expenses $718,685 · Grants $1,107 · Revenue $370,599

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Erin KellyERIN KELLY

CHAIRMAN OF THE BOARD

Total calculated

$0

Hours/week

2
Greg RobinsonGREG ROBINSON

VICE CHAIR

Total calculated

$0

Hours/week

2
Annie MarszalANNIE MARSZAL

SECRETARY

Total calculated

$0

Hours/week

2
Rick FergersonRICK FERGERSON

TREASURER

Total calculated

$0

Hours/week

2
Michelle AkinsMICHELLE AKINS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Brad BarnettBRAD BARNETT

BOARD MEMBER

Total calculated

$0

Hours/week

1
Mark BellowsMARK BELLOWS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Blandon GrangerBLANDON GRANGER

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jason LittleJASON LITTLE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jennie MartinezJENNIE MARTINEZ

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jeff RogersJEFF ROGERS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Craig SardellaCRAIG SARDELLA

BOARD MEMBER

Total calculated

$0

Hours/week

1
Leonard SimpsonLEONARD SIMPSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Patrick StackPATRICK STACK

BOARD MEMBER

Total calculated

$0

Hours/week

1
Brian WyattBRIAN WYATT

BOARD MEMBER

Total calculated

$0

Hours/week

1
Doug BergmanDOUG BERGMAN

PRESIDENT/CEO

Total calculated

$608,161

From this org

$454,016

From related orgs

$0

Other

$154,145

Hours/week

30 + 2.5 related

Schedule J breakdown matched by us

Base

$279,516

Bonus

$122,000

Other

$52,500

Deferred

$129,252

Nontaxable benefits

$24,893

Filer's total

$608,161
Kyle SmithKYLE SMITH

CHIEF FINANCIAL OFFICER

Total calculated

$320,697

From this org

$291,834

From related orgs

$0

Other

$28,863

Hours/week

50 + 4 related

Schedule J breakdown matched by us

Base

$211,834

Bonus

$50,000

Other

$30,000

Deferred

$28,288

Nontaxable benefits

$575

Filer's total

$320,697
Eric CiampaERIC CIAMPA

CHIEF OPERATIONS OFFICER

Total calculated

$264,176

From this org

$240,957

From related orgs

$0

Other

$23,219

Hours/week

40

Schedule J breakdown matched by us

Base

$205,957

Bonus

$35,000

Other

$0

Deferred

$11,652

Nontaxable benefits

$11,567

Filer's total

$264,176
Michael WilliamsMICHAEL WILLIAMS

DIRECTOR- HR

Total calculated

$205,503

From this org

$187,711

From related orgs

$0

Other

$17,792

Hours/week

40

Schedule J breakdown matched by us

Base

$162,711

Bonus

$25,000

Other

$0

Deferred

$6,555

Nontaxable benefits

$11,237

Filer's total

$205,503
Megan LaurieMEGAN LAURIE

DIRECTOR - MKTG AND DVLMNT

Total calculated

$190,113

From this org

$182,443

From related orgs

$0

Other

$7,670

Hours/week

40

Schedule J breakdown matched by us

Base

$157,443

Bonus

$25,000

Other

$0

Deferred

$7,098

Nontaxable benefits

$572

Filer's total

$190,113
James KaiserJAMES KAISER

DIVISION MGR- TRANSPORTATION

Total calculated

$146,675

From this org

$131,085

From related orgs

$0

Other

$15,590

Hours/week

40
Shelly PefleySHELLY PEFLEY

DIVISION MGR- ADULT SERVICES

Total calculated

$105,949

From this org

$105,470

From related orgs

$0

Other

$479

Hours/week

40
Shannon KempSHANNON KEMP

DIVISION MGR- RESPITE SERVICES

Total calculated

$115,984

From this org

$105,343

From related orgs

$0

Other

$10,641

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 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
6a · Pay contingent on this organization's net earnings

Answered no

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

The filer's explanations (Part III)

PART I, LINE 4B: THE CEO AND CFO PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION 457(F) PLAN. DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION MADE THE FOLLOWING CONTRIBUTIONS INTO THE PLAN: CEO - $115,000 CFO - $20,000
PART I, LINE 6: THE CEO AND CFO BONUSES ARE SET BY THE EXECUTIVE COMPENSATION COMMITTEE. BONUSES FOR OTHER EMPLOYEES ARE SET PER THE INCENTIVE PLAN AS APPROVED BY THE BOARD PER THE ANNUAL BUDGET, AND THE CEO MAY AUGMENT INDIVIDUAL BONUSES BASED ON THEIR INDIVIDUAL PERFORMANCE AS WELL.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

MISSION RESOURCE SOLUTIONS INC

C · MARKETING AND SALES OF PROPRIETARY SOFTWARE · CA · 100% owned · share of income $304,168 · share of assets $140,306 · controlled entity

Directly controlled by UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 August 2025
IRS schema version: 2023v6.0
Source object: 202522279349302732

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