MOMENTUM AGENCIES
Mission Statement
Since 1945, UCPLA has not wavered in our commitment to advancing the independence, productivity and full citizenship of individuals with intellectual and developmental disabilities. At service and program sites across five counties in Southern California, UCPLA provides community-focused programs providing the maximum amount of independent living for people with cerebral palsy, Down syndrome, autism and other developmental disabilities. As the largest accessible and affordable housing provider for individuals with disabilities in the state, UCPLA offers: 11 Independent Living affordable apartment buildings, Community Living Support services, 20 adult group homes, nursing support, as well as, client rights advocacy, family support groups and respite services.
Financial Overview — FY 2023
Compared with Peers
FY 2023| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
83.0% | 86.8% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
13.4% | 10.5% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.6% | 0.4% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
3372.9% | 448.3% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
4.0 mo | 7.4 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
65.6% | 30.9% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
76.2% | 91.9% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-1.7% | 4.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
7.5% | 8.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
5.0% | 0.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $49.9M | $47.4M | $15.6M | 83.0% | 592 |
| 2022 | $50.8M | $44.1M | $13.1M | 82.6% | 705 |
| 2021 | $31.6M | $33.9M | N/A | — | 880 |
| 2020 | $38.3M | $36.3M | N/A | — | 895 |
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