UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO INC (EIN 941507998) - 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

1955

Legal Domicile

Principal Officer

DOUGLAS E BERGMAN

Phone

9165657700

Tax Period

2023-10-01 to 2024-09-30

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO INC, founded in 1955, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $24.9M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

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.

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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 $4,262,387

Program Service Revenue $20,328,164

Investment Income $38,483

Other Revenue $307,400

TOTAL REVENUE $24,936,434

Expense Breakdown

Grants Paid $1,107

Salaries & Benefits $16,480,078

Fundraising Expenses $261,705

Program Expenses $21,623,551

Other Expenses $7,949,291

TOTAL EXPENSES $24,430,476

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,936,434	$19,368,624	+0.3%
Expenses	$24,430,476	$19,455,917	+0.3%
Net Income	$505,958	$-87,293	-6.8%

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

1043

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

$1,193,034

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN KELLY	CHAIRMAN OF THE BOARD	2.00	Officer Director	$0	$0	$0
GREG ROBINSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANNIE MARSZAL	SECRETARY	2.00	Officer Director	$0	$0	$0
RICK FERGERSON	TREASURER	2.00	Officer Director	$0	$0	$0
MICHELLE AKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD BARNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK BELLOWS	BOARD MEMBER	1.00	Director	$0	$0	$0
BLANDON GRANGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON LITTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIE MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF ROGERS	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG SARDELLA	BOARD MEMBER	1.00	Director	$0	$0	$0
LEONARD SIMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK STACK	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN WYATT	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG BERGMAN	PRESIDENT/CEO	30.00	Officer	$454,016	$154,145	$608,161
KYLE SMITH	CHIEF FINANCIAL OFFICER	50.00	Officer	$291,834	$28,863	$320,697
ERIC CIAMPA	CHIEF OPERATIONS OFFICER	40.00	Officer	$240,957	$23,219	$264,176
MICHAEL WILLIAMS	DIRECTOR- HR	40.00	Highest	$187,711	$17,792	$205,503
MEGAN LAURIE	DIRECTOR - MKTG AND DVLMNT	40.00	Highest	$182,443	$7,670	$190,113
JAMES KAISER	DIVISION MGR- TRANSPORTATION	40.00	Highest	$131,085	$15,590	$146,675
SHELLY PEFLEY	DIVISION MGR- ADULT SERVICES	40.00	Highest	$105,470	$479	$105,949
SHANNON KEMP	DIVISION MGR- RESPITE SERVICES	40.00	Highest	$105,343	$10,641	$115,984

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	$24,936,434	$24,430,476	$20,046,786	$505,958
2023	$19,368,624	$19,455,917	$16,469,210	$-87,293
2022	$17,155,174	$16,695,062	$14,397,656	$460,112
2021	$18,592,998	$16,535,865	$14,693,693	$2,057,133
2020	$19,125,785	$18,091,169	$11,367,003	$1,034,616
2019	$18,734,611	$18,279,025	$10,146,201	$455,586
2018	$18,458,327	$16,913,538	$10,468,442	$1,544,789

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SACRAMENTO INC