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Nonprofiteer
← UNITED CEREBRAL PALSY ASSOCIATION OF ORANGE COUNTY INC

Form 990 for tax year 2023

Filed by UNITED CEREBRAL PALSY ASSOCIATION OF ORANGE COUNTY INC.

Totals

Total revenue
$8,061,768
Total expenses
$9,274,848
Contributions and grants received
$1,010,587
Grants paid
$0
Program service revenue
$6,997,907
Investment income
$4,490
Other revenue
$48,784
Total assets, end of year
$8,229,681
Total liabilities, end of year
$9,154,850
Net assets or fund balances, end of year
-$925,169
Program services expenses (Part IX)
$7,226,916
Management and general expenses
$1,296,082
Fundraising expenses
$751,850
Program service expenses (Part III)
$7,226,916

Program services were 77.9% 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

    $11,954

  • 1f · All other contributions, gifts and grants

    $998,633

  • 1g · Noncash contributions included above

    $84,436

  • 2a · Program service revenue: RESPITE CONNECTION

    total $5,044,951 · related or exempt $5,044,951

  • 2b · Program service revenue: THERAPY SERVICES

    total $1,952,956 · related or exempt $1,952,956

  • 3 · Investment income

    total $4,490 · excluded $4,490

  • 8a · Fundraising events: gross income

    $108,932

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

    $11,954

  • 8b · Fundraising events: direct expenses

    $60,148

  • 8c · Net income from fundraising events

    total $48,784 · excluded $48,784

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $804,919 · program services $682,044 · management and general $60,326 · fundraising $62,549

  • 7 · Other salaries and wages

    total $5,298,904 · program services $4,490,001 · management and general $397,133 · fundraising $411,770

  • 8 · Pension plan contributions

    total $61,163 · program services $51,826 · management and general $4,584 · fundraising $4,753

  • 9 · Other employee benefits

    total $489,915 · program services $415,127 · management and general $36,717 · fundraising $38,071

  • 10 · Payroll taxes

    total $480,074 · program services $406,788 · management and general $35,980 · fundraising $37,306

  • 11b · Fees: legal

    total $1,187 · program services $499 · management and general $676 · fundraising $12

  • 11c · Fees: accounting

    total $32,627 · program services $13,713 · management and general $18,581 · fundraising $333

  • 11g · Fees: other

    total $524,308 · program services $220,370 · management and general $298,594 · fundraising $5,344

  • 12 · Advertising and promotion

    total $106,472 · program services $8,345 · management and general $33,166 · fundraising $64,961

  • 16 · Occupancy

    total $880,223 · program services $748,772 · management and general $73,946 · fundraising $57,505

  • 17 · Travel

    total $35,769 · program services $33,820 · management and general $967 · fundraising $982

  • 21 · Payments to affiliates

    total $13,333 · management and general $13,333

  • 22 · Depreciation, depletion and amortization

    total $67,749 · program services $51,527 · management and general $16,222

  • 23 · Insurance

    total $59,154 · program services $16,743 · management and general $41,834 · fundraising $577

  • 24a · Other expenses: OTHER EXPENSES

    total $186,067 · program services $46,333 · management and general $93,577 · fundraising $46,157

  • 24b · Other expenses: BUSINESS EXPENSES

    total $182,693 · program services $7,128 · management and general $161,946 · fundraising $13,619

  • 24c · Other expenses: SUPPLIES

    total $50,291 · program services $33,880 · management and general $8,500 · fundraising $7,911

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $167,969 · end of year $34,022

  • 3 · Pledges and grants receivable

    beginning of year $390,757 · end of year $465,181

  • 4 · Accounts receivable

    beginning of year $1,686,948 · end of year $1,687,986

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,837 · end of year $17,374

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

    $529,257

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

    $277,406

  • 10c · Land, buildings and equipment, net

    beginning of year $318,257 · end of year $251,851

  • 12 · Investments: other securities

    beginning of year $37,963 · end of year $41,837

  • 15 · Other assets

    beginning of year $6,148,708 · end of year $5,731,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $827,411 · end of year $799,487

  • 19 · Deferred revenue

    beginning of year $20,000 · end of year $38,274

  • 23 · Secured mortgages and notes payable

    beginning of year $265,380 · end of year $500,031

  • 25 · Other liabilities

    beginning of year $7,389,737 · end of year $7,817,058

  • 27 · Net assets without donor restrictions

    beginning of year -$286,189 · end of year -$1,488,205

  • 28 · Net assets with donor restrictions

    beginning of year $574,100 · end of year $563,036

Mission and programs · 2023

Mission

THE MISSION OF UNLIMITED POSSIBILITIES IS TO CREATE A LIMITLESS FUTURE FOR CHILDREN AND FAMILIES WITH DISABILITIES.

  • - COMMUNITY BASED SERVICES - RESPITE PROGRAM:UP'S IN-HOME RESPITE PROGRAM IS DEDICATED TO SUPPORTING CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES, ALLOWING THEM TO THRIVE IN A POSITIVE ENVIRONMENT. THE PROGRAM SUPPORTS THE GROWTH AND DEVELOPMENT OF INDIVIDUALS AND PROVIDES VALUABLE RELIEF FOR FAMILIES.INCLUSIVE CHILDCARE:UP'S INCLUSIVE CHILDCARE PROGRAM AIMS TO EASE THE BURDEN ON FAMILIES BY PROVIDING A SAFETY NET FOR PARENTS AND CAREGIVERS. OUR SKILLED ONE-ON-ONE AIDES COLLABORATE WITH CARE CENTER STAFF TO OFFER INCLUSIVE SUPPORT, ENABLING CHILDREN WITH SPECIAL NEEDS TO PARTICIPATE IN ACTIVITIES ALONGSIDE THEIR PEERS. THIS PROGRAM IS AVAILABLE TO QUALIFIED, SCHOOL-AGED CHILDREN WITH DISABILITIES AND DEVELOPMENTAL DELAYS, ENSURING PARENTS CAN ATTEND WORK OR MANAGE OTHER RESPONSIBILITIES WITH PEACE OF MIND.RECREATION SERVICES - UP TO US CLUB:THE UP TO US CLUB IS AN INCLUSIVE RECREATION SERVICES PROGRAM THAT CREATES SOCIAL AND RECREATIONAL OPPORTUNITIES THROUGH ONGOING AND MONTHLY INTEGRATED ACTIVITIES FOR CHILDREN AND TEENS WITH AND WITHOUT DISABILITIES. OUR GOAL IS TO FOSTER FRIENDSHIP AND CONNECTION-BUILDING. PARTICIPANTS, GUIDED BY UP STAFF TRAINED IN PERSON-CENTERED THINKING, ACTIVELY CONTRIBUTE TO DESIGNING A PROGRAM THAT MEETS THEIR UNIQUE NEEDS. ACTIVITIES INCLUDE BIKE CAMP, GAME NIGHTS, BOWLING OUTINGS, BEACH DAYS, FIELD TRIPS, MOVIE DAYS, AND MORE.FAMILY SUPPORT SERVICES:UP EXTENDS SUPPORT TO FAMILIES FACING THE CHALLENGES OF A NEW OR EXISTING DIAGNOSIS THROUGH EDUCATIONAL AND HANDS-ON WORKSHOPS. COVERING VARIOUS TOPICS SUCH AS ORAL HYGIENE, ESTATE PLANNING, LEGAL PROTECTIONS, STARTING PRESCHOOL, PUBERTY, AND BEHAVIORAL ISSUES, THESE WORKSHOPS PROVIDE VALUABLE INFORMATION AND RESOURCES TO EMPOWER FAMILIES IN NAVIGATING THEIR UNIQUE CIRCUMSTANCES.

    Expenses $4,066,663 · Revenue $5,044,951

  • - CLINICAL BASED SERVICES -PEDIATRIC THERAPY CENTER: UP'S PEDIATRIC THERAPY CENTER IS DEDICATED TO PROVIDING COMPREHENSIVE IN-CENTER OCCUPATIONAL, PHYSICAL, SPEECH THERAPY, AND ABA SERVICES IN A WELCOMING, FAMILY-FRIENDLY ENVIRONMENT. OUR PEDIATRIC THERAPISTS COLLABORATE WITH SPECIAL EDUCATORS, TEACHERS, AND MEDICAL PROFESSIONALS TO DELIVER OPTIMAL CARE IN THEIR SPECIALIZED AREAS. OUR CLINIC, EQUIPPED WITH INNOVATIVE PROGRAMMING, ENSURES A SAFE AND ENJOYABLE SPACE FOR ADDRESSING CRITICAL FOUNDATIONS FOR OPTIMAL PARTICIPATION. SERVING OVER 160 DIFFERENT DIAGNOSES, UP SERVES CHILDREN WITH AUTISM SPECTRUM DISORDERS, DOWN SYNDROME, CEREBRAL PALSY, TRAUMATIC BRAIN INJURIES, AND MORE. OUR COMMITMENT LIES IN SERVING THE LOW-INCOME POPULATION, STRONGLY EMPHASIZING ASSISTING UNINSURED AND UNDERINSURED INDIVIDUALS WITHIN OUR COMMUNITY.EARLY INTERVENTION SERVICES: UP'S EARLY INTERVENTION SERVICES ARE DESIGNED TO PROVIDE CHILDREN AGED BIRTH TO THREE YEARS, IDENTIFIED WITH DEVELOPMENTAL DISABILITIES/DELAYS OR AT RISK FOR POTENTIAL DELAYS, THE OPPORTUNITY TO LEARN NEW SKILLS, OVERCOME CHALLENGES, AND ACHIEVE DEVELOPMENTAL MILESTONES. OUR PEDIATRIC THERAPISTS AND EARLY INTERVENTIONISTS WORK CLOSELY WITH FAMILIES, OFFERING ACTIVITIES AND STRATEGIES THAT PROMOTE OPTIMAL DEVELOPMENT AND CAN BE SEAMLESSLY INCORPORATED INTO THE FAMILY'S DAILY ROUTINES. THESE CRUCIAL SERVICES ARE DELIVERED BOTH IN-HOME AND IN-CENTER.

    Expenses $3,101,316 · Revenue $1,952,956

  • Expenses $58,937

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

Listed in Part VII

  • BRAD BARLOW

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GOODARZ AGAHI

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SEAN BARRETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CESAR VILLAVECES

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEANNETTE WISTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KOLIN OZONIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ANTHONY LEE

    AUDIT CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ALEX MADONNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TYLER MOUNCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STACY HUBBARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KARL SHIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JANA VONDRAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • JEREMY ZOCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • EDWARD MORA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MATT RENAULT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • COLBY ANNETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RAMIN BASCHSHI MD

    PRESIDENT AND CEO

    Total calculated
    $324,800
    From this org
    $280,000
    From related orgs
    $0
    Other
    $44,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $280,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $280,000

  • CHRISTINA GARKOVICH

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $205,884
    From this org
    $190,000
    From related orgs
    $0
    Other
    $15,884
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $190,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $190,000

  • MELINDA WILKES

    VP COMMUNITY BASED SERVICES

    Total calculated
    $152,131
    From this org
    $135,000
    From related orgs
    $0
    Other
    $17,131
    Hours/week
    50

  • MARINA BULKIN

    DIRECTOR, CLINICAL SERVICES

    Total calculated
    $166,708
    From this org
    $154,500
    From related orgs
    $0
    Other
    $12,208
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $154,500
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,500

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511359349308751

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