2025-10-28T16:41:56-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 340753561 UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC UNIT 2167918363 10011 EUCLID AVENUE CLEVELAND OH 44106 BETH LUCAS PRESIDENT/CEO 2167918363 2025-10-20 1 1 DAVID REAPE P00068117 2168311200 2025-10-20 2024 2025-03-06 01:10:19Z BETH LUCAS 10011 EUCLID AVENUE CLEVELAND OH 44106 15070768 0 X WWW.UCPCLEVELAND.ORG X 1952 OH TO EMPOWER CHILDREN AND ADULTS WITH DISABILITIES TO ADVANCE THEIR INDEPENDENCE, PRODUCTIVITY AND INCLUSION IN THE COMMUNITY. 28 28 326 28 0 0 790634 1782754 8997518 10764394 54123 308687 454979 61342 10297254 12917177 0 0 0 0 9870058 10381211 0 0 384904 2986990 3106296 12857048 13487507 -2559794 -570330 17753308 17279931 5501232 5309159 12252076 11970772 THE MISSION OF UNITED CEREBRAL PALSY IS TO EMPOWER CHILDREN AND ADULTS WITH DISABILITIES TO ADVANCE THEIR INDEPENDENCE, PRODUCTIVITY AND INCLUSION IN THE COMMUNITY. 0 0 3567123 3211774 OAKLEAF, A CENTER OF EXCELLENCE FOR ADULTS AT UCP OF GREATER CLEVELAND, EMPOWERS ADULTS WITH DISABILITIES TO DISCOVER THEIR INNER STRENGTH, BUILD ENDURANCE, AND FIND THE COURAGE AND TENACITY TO REACH THEIR FULL POTENTIAL IN THE COMMUNITY AND EMPLOYMENT. 4271701 3846164 LEAFBRIDGE, A CENTER OF EXCELLENCE FOR CHILDREN AT UCP OF GREATER CLEVELAND, FOSTERS THE PHYSICAL, MENTAL, AND EMOTIONAL DEVELOPMENT OF CHILDREN WITH DISABILITIES. 4170969 3755466 OAKLEAF HOMES PROVIDES 24-HOUR PERSONAL CARE AND SUPPORT IN TWO GROUP HOMES THAT ENABLE CLIENTS TO LIVE AS INDEPENDENTLY AS POSSIBLE WITHIN THEIR COMMUNITIES. 12009793 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 326 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X BETH LUCAS 2167918363 10011 EUCLID AVENUE CLEVELAND OH 44106 BRYAN FALK BOARD CHAIR 1.00 X X 0 0 0 CHRISTOPHER RININGER BOARD VICE CHAIR 1.00 X X 0 0 0 RONALD BARBER TRUSTEE 1.00 X 0 0 0 JACKIE DALTON TREASURER 1.00 X X 0 0 0 BRYAN FALK TRUSTEE 1.00 X 0 0 0 CHRISTOPHER FUREY TRUSTEE 1.00 X 0 0 0 NATHAN HUI SECRETARY 1.00 X X 0 0 0 TINISYHA HOLMES TRUSTEE 1.00 X 0 0 0 JULIE JACKSON TRUSTEE 1.00 X 0 0 0 THOMAS JENKINS TRUSTEE 1.00 X 0 0 0 CHARLES JOSEPH III TRUSTEE 1.00 X 0 0 0 MICHAEL S MCMAHON TRUSTEE 1.00 X 0 0 0 JAMES MARRA TRUSTEE 1.00 X 0 0 0 MICHAEL J O'BRIEN TREASURER 1.00 X X 0 0 0 DAVID PAMER TRUSTEE 1.00 X 0 0 0 RYAN SOWERS TRUSTEE 1.00 X 0 0 0 BECKY TRUELSON TRUSTEE 1.00 X 0 0 0 CHRISTINE FOLEY TRUSTEE 1.00 X 0 0 0 KARL BEUS TRUSTEE 1.00 X 0 0 0 CHARLES HARRIS TRUSTEE 1.00 X 0 0 0 ANGELA JIANG TRUSTEE 1.00 X 0 0 0 WAKITA JOHNSON TRUSTEE 1.00 X 0 0 0 JOE KWASNY TRUSTEE 1.00 X 0 0 0 JOHN MANNING TRUSTEE 1.00 X 0 0 0 TIM MEANY TRUSTEE 1.00 X 0 0 0 JENNIFER BRUNKOW TRUSTEE 1.00 X 0 0 0 STUART KLEINER TRUSTEE 1.00 X 0 0 0 RAQUEL SIGLER TRUSTEE 1.00 X 0 0 0 BETH A LUCAS PRESIDENT & CEO 40.00 X 167632 0 15696 CELESTE A ISOM CHIEF FINANCIAL OFFICER 40.00 X 133548 0 22313 301180 0 38009 2 0 1 0 0 17909 207560 1557285 1782754 FEES FOR SERVICES 900099 10764394 10764394 10764394 156130 156130 2182485 2029928 152557 152557 152557 135995 207560 123663 12332 12332 MISC. INCOME 900099 49010 49010 49010 12917177 10813404 0 321019 339189 311934 16976 10279 8103264 7425725 429253 248286 1200338 1134905 32255 33178 738420 679256 39803 19361 10725 8772 1605 348 51413 42049 7695 1669 866062 708322 129633 28107 8625 3724 4347 554 740027 692825 42222 4980 97580 97580 351330 314481 32807 4042 77138 48159 26437 2542 MISCELLANEOUS EXPENSE 272142 190976 71665 9501 SPECIFIC ASSISTANCE TO 135643 135209 434 TELEPHONE 90681 69743 19256 1682 LOCAL TRANSPORTATION 86050 75718 10266 66 318880 167995 130576 20309 13487507 12009793 1092810 384904 158947 127198 3770244 3940710 936481 934274 56658 61303 8984656 5283942 3956485 3700714 5813702 5659182 3060791 2856550 17753308 17279931 1858777 1989713 77300 49000 3565155 3270446 5501232 5309159 X 6958937 6842485 5293139 5128287 12252076 11970772 17753308 17279931 -570330 289026 0 X X 0 1 X 1 0 X 897005 4184326 6217017 790634 1782754 13871736 897005 4184326 6217017 790634 1782754 13871736 320604 13551132 139312 224549 132288 140962 156130 793241 1044483 370836 489136 186389 49010 2139854 16804831 0.80640 0.81700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COVID RELIEF FUNDS - 2020 AMOUNT: $ 1,044,483. 2021 AMOUNT: $ 370,836. 2022 AMOUNT: $ 489,136. 2023 AMOUNT: $ 186,389. 2024 AMOUNT: $ 49,010. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5813702 597714 752234 5659182 5368301 735044 289643 5813702 6390654 -1008270 5382384 5656382 14082 720190 6390654 5276296 2623 727039 349576 5656382 0.74410 0.12550 0.13040 0 0 7148804 4013689 3135115 84700 45173 39527 1460299 1076965 383334 290853 148115 142738 3700714 RIGHT OF USE ASSET 2856550 2856550 13206203 441583 -152557 289026 12917177 0 12917177 13487507 0 13487507 0 13487507 PART V, LINE 4: USE OF ENDOWMENT FUNDS - THE ASSOCIATION'S ENDOWMENT CONSISTS OF BOARD DESIGNATED NET ASSETS, FUNDS FUNCTIONING AS ENDOWMENT, AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS. ENDOWMENT FUNDS ARE APPROPRIATED BASED ON AN APPROVAL PROCESS THROUGH THE BOARD OF DIRECTORS. SPECIFIC COMMITTEES RECOMMEND AMOUNTS TO BE DISBURSED FROM THE ACCUMULATED EARNINGS OF THE ENDOWMENT FUNDS, WHICH ARE THEN APPROVED FOR APPROPRIATION BY THE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSET OTHER THAN INVENTORY -152,557. GOLF OUTING 164160 58160 106000 3800 48397 3895 GALA 179395 149400 29995 5500 32823 2600 26648 343555 207560 135995 3800 5500 81220 2600 30543 123663 12332 X 0 1 0 0 0 0 0 0 0 BETH A LUCAS PRESIDENT & CEO 167632 0 0 0 0 0 5100 0 10596 0 183328 0 0 0 CELESTE A ISOM CHIEF FINANCIAL OFFICER 118548 0 15000 0 0 0 3727 0 18586 0 155861 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW FORM 990 TO THE FINANCE COMMITTEE. THE COMMITTEE CONDUCTS ITS REVIEW WITH THE ASSISTANCE OF THE OUTSIDE PUBLIC ACCOUNTANTS. AFTER THIS REVIEW, FORM 990 IS GIVEN TO EACH BOARD MEMBER BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING & ENFORCEMENT OF CONFLICT POLICY BOARD MEMBERS ARE REQUIRED ANNUALLY TO READ AND SIGN THE CONFLICT POLICY AND DISCLOSE ANY CONFLICTS. SIGNATURES ARE TRACKED AND FILED. ALL EMPLOYEES ARE REQUIRED TO SIGN THE POLICY UPON HIRE AND DISCLOSE ANY CONFLICTS TO THE PRESIDENT/CEO. IF AN INDIVIDUAL HAS A CONFLICT, HE/SHE IS NOT PERMITTED TO TAKE PART IN THE DISCUSSION OR APPROVAL/REJECTION OF THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW AND APPROVAL A COMPENSATION CONSULTANT WAS RETAINED IN 2016 TO GATHER AND SURVEY DATA TO PRESENT TO THE EXECUTIVE COMMITTEE FOR THE PURPOSE OF DETERMINING THE SALARY OF THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE THEN MET INDEPENDENTLY TO SET THE SALARY INCREASE FOR THE POSITION EFFECTIVE JANUARY 2020. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE OF DOCUMENTS THE FINANCIAL STATEMENTS ARE DISCLOSED IN SUMMARY FORM IN THE AGENCY'S ANNUAL REPORT. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C THERE WERE NO CHANGES TO THIS PROCESS IN 2024.