UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC (EIN 160743950) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

DARRELL WHITBECK

Phone

5853346000

Tax Period

2023-01-01 to 2023-12-31

UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC, founded in 1946, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $16.2M in total revenue in fiscal year 2023. Expenses of $15.5M left a modest 4% surplus.

Mission

SUPPORTING PEOPLE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES IN CHOOSING AND ACCOMPLISHING SUCCESSIVE INDIVIDUALIZED LIFE GOALS THROUGH PROVIDING A WIDE RANGE OF SERVICES TO PEOPLE OF ALL AGES IN THE GREATER ROCHESTER AREA; INCLUDING OUTPATIENT CLINICAL, DENTAL, RESIDENTIAL, EDUCATIONAL, RECREATIONAL AND PERSONAL SUPPORT SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,829,891

Program Service Revenue $12,961,355

Investment Income $613,449

Other Revenue $752,999

TOTAL REVENUE $16,157,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,638,753

Fundraising Expenses $68,418

Program Expenses $13,898,781

Other Expenses $4,823,770

TOTAL EXPENSES $15,462,523

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,157,694	$15,477,481	+0.0%
Expenses	$15,462,523	$15,983,756	0.0%
Net Income	$695,171	$-506,275	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

336

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$647,838

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN E KURZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JOYCE W WEIR	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIM P VAUGHAN	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES KING	TREASURER	1.00	Officer Director	$0	$0	$0
ROY BEECHER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
SEAN OSSONT	SECRETARY	1.00	Officer Director	$0	$0	$0
EILEEN GAGE	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY W BAKER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA BONAFIGLIA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID G CASE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A COPPOLA	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FOULKE	DIRECTOR	1.00	Director	$0	$0	$0
MARY HERLIHY GEARAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL KIELON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MADDAMMA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN OVERTON	DIRECTOR	1.00	Director	$0	$0	$0
MARY WALSH BOATFIELD	PRESIDENT (THRU 3/2023)	20.00	Officer	$0	$54,797	$198,500
RENE SANDRONI	CHIEF FINANCIAL OFFICER	20.00	Officer	$0	$8,098	$122,923
DARRELL WHITBECK	PRESIDENT (EFFICTIVE 3/2023)	20.00	Officer	$0	$25,005	$197,392
DIANE KOZAR	CHIEF OPERATIONS OFFICER	20.00	Officer	$0	$12,457	$129,023
ENDONG LI	DENTIST	40.00	Highest	$118,468	$6,048	$124,516
NICOLE CILENTO	VP WAIVER	40.00	Highest	$107,353	$16,665	$124,018
GIANINE BURGO	NURSE PRACTITIONER	40.00	Highest	$125,350	$6,290	$131,640

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$16,157,694	$15,462,523	$13,885,587	$695,171
2022	$15,477,481	$15,983,756	$12,766,260	$-506,275
2021	$15,738,861	$13,424,074	$11,413,830	$2,314,787
2020	$13,885,097	$13,968,707	$12,023,918	$-83,610
2019	$15,467,541	$14,731,209	$9,962,599	$736,332
2018	$15,074,065	$14,743,869	$8,243,763	$330,196

UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC