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Nonprofiteer
← UNITED PLANNING ORGANIZATION

Form 990 for tax year 2024

Filed by UNITED PLANNING ORGANIZATION.

Totals

Total revenue
$42,513,429
Total expenses
$48,882,589
Contributions and grants received
$42,374,444
Grants paid
$719,715
Program service revenue
$0
Investment income
$0
Other revenue
$138,985
Total assets, end of year
$10,604,545
Total liabilities, end of year
$7,747,045
Net assets or fund balances, end of year
$2,857,500
Program services expenses (Part IX)
$40,840,670
Management and general expenses
$7,991,250
Fundraising expenses
$50,669
Program service expenses (Part III)
$40,840,670

Program services were 83.5% 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.

  • 1e · Government grants (contributions)

    $40,319,685

  • 1f · All other contributions, gifts and grants

    $2,054,759

  • 8a · Fundraising events: gross income

    $180,947

  • 8b · Fundraising events: direct expenses

    $52,301

  • 8c · Net income from fundraising events

    total $128,646 · excluded $128,646

  • 11a · Other revenue: OTHER INCOME

    total $10,339 · related or exempt $10,339

  • 11e · Other revenue, total

    $10,339

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $674,243 · program services $674,243

  • 2 · Grants to domestic individuals

    total $45,472 · program services $45,472

  • 5 · Compensation of officers, directors and key employees

    total $840,765 · program services $710,739 · management and general $129,207 · fundraising $819

  • 7 · Other salaries and wages

    total $27,124,532 · program services $22,175,903 · management and general $4,949,448 · fundraising -$819

  • 9 · Other employee benefits

    total $6,114,533 · program services $4,960,044 · management and general $1,154,489

  • 11a · Fees: management

    total $5,725,590 · program services $4,208,203 · management and general $1,481,059 · fundraising $36,328

  • 14 · Information technology

    total $134,078 · program services $69,092 · management and general $64,986

  • 16 · Occupancy

    total $3,093,214 · program services $3,063,728 · management and general $29,417 · fundraising $69

  • 17 · Travel

    total $169,113 · program services $141,771 · management and general $27,141 · fundraising $201

  • 20 · Interest

    total $70,873 · program services $64,407 · management and general $4,027 · fundraising $2,439

  • 22 · Depreciation, depletion and amortization

    total $635,162 · program services $619,089 · management and general $16,073

  • 23 · Insurance

    total $315,088 · program services $303,417 · management and general $11,671

  • 24a · Other expenses: SUPPLIES

    total $1,674,947 · program services $1,561,943 · management and general $104,768 · fundraising $8,236

  • 24b · Other expenses: BAD DEBT

    total $1,531,218 · program services $1,531,218

  • 24c · Other expenses: CLIENT ASSISTANCE

    total $548,293 · program services $535,986 · management and general $11,411 · fundraising $896

  • 24d · Other expenses: OTHER

    total $185,468 · program services $175,415 · management and general $7,553 · fundraising $2,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,659,665 · end of year $2,518,925

  • 3 · Pledges and grants receivable

    beginning of year $5,707,785 · end of year $3,861,363

  • 9 · Prepaid expenses and deferred charges

    beginning of year $355,730 · end of year $317,894

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

    $21,257,282

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

    $17,350,919

  • 10c · Land, buildings and equipment, net

    beginning of year $4,433,525 · end of year $3,906,363

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,403,382 · end of year $3,861,023

  • 19 · Deferred revenue

    beginning of year $826,445 · end of year $2,284,580

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,700,218 · end of year $901,442

  • 23 · Secured mortgages and notes payable

    end of year $700,000

  • 27 · Net assets without donor restrictions

    beginning of year $6,603,398 · end of year $2,821,034

  • 28 · Net assets with donor restrictions

    beginning of year $2,623,262 · end of year $36,466

Mission and programs · 2024

Mission

UNITED PLANNING ORGANIZATION'S MISSION IS UNITING PEOPLE WITH OPPORTUNITIES.

  • COMMUNITY SERVICES - BY PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS, LOCAL BUSINESSES, GOVERNMENT AGENCIES AND VOLUNTEERS IN 2023, UPO PLANNED AND IMPLEMENTED SELFSUFFICIENCY INTERVENTIONS THAT SERVED A TOTAL OF 52,852 LOW-INCOME RESIDENTS (MEN, WOMEN AND CHILDREN) IN ALL FOUR QUADRANTS AND EIGHT WARDS OF WASHINGTON, DC. AS WE CONTINUE TO WORK POST COVID19, UPO REMAINS RESOLVED TO HELPING DC RESIDENTS MAINTAIN OR ACHIEVE ECOMONIC SECURITY. UPO CONSISTENTLY REACHES OUT WITHIN COMMUNITIES IN THE DISTRICT OF COLUMBIA THAT EXPERIENCE HIGH LEVELS OF POVERTY AND ECONOMIC INSECURITY. SERVICES ARE PROVIDED AT: ---FIVE (5) UPO COMMUNITY SERVICE CENTERS---EIGHTEEN DIRECTLY OPERATED HEAD START SITES---TWO PARTNER FUNDED SITES, AND ---THROUGH CONTRACTUAL RELATIONSHIPS WITH EIGHT COMMUNITY BASED ORGANIZATIONS (CBOS) WORKING AS CSBG SERVICE PROVIDERS. DIRECT SERVICES PROVIDED BY UPO INCLUDE EMPLOYMENT ASSISTANCE; EARLY EDUCATION; YOUTH SOCIAL AND EMOTIONAL DEVELOPMENT; YOUTH ACADEMIC ENRICHMENT; ADULT EDUCATION; VOCATIONAL SKILLS TRAINING AND CERTIFICATION; HOUSING SUPPORT AND ASSISTANCE; BUDGET AND INCOME MANAGEMENT COUNSELING; FINANCIAL LITERACY TRAINING; EMERGENCY SUPPORT SERVICES; NUTRITION EDUCATION; COMPREHENSIVE CASE MANAGEMENT; HEALTH RELATED SERVICES AND LINKAGES TO PRIVATE AND GOVERNMENT SUPPORT SERVICE PROGRAMS. IN THE FISCAL YEAR 2025, ALL OF UPO'S COMMUNITY SERVICES PROGRAMS OPERATED WITH THE GOAL OF ENSURING THAT 1) INDIVIDUALS AND FAMILIES WITH LOW-INCOME ARE STABLE AND ACHIEVE ECONOMIC SECURITY, 2) COMMUNITIES WHERE PEOPLE WITH LOW-INCOMES LIVE ARE HEALTHY AND OFFER ECONOMIC OPPORTUNITY, AND 3) PEOPLE WITH LOW-INCOMES ARE ENGAGED AND ACTIVE IN BUILDING OPPORTUNITIES IN THEIR COMMUNITIES. ALTOGETHER, UPO'S COMMUNITY SERVICES NETWORK SERVED A TOTAL OF 53,321 LOW-INCOME MEN, WOMEN, AND CHILDREN IN ALL FOUR QUADRANTS AND EIGHT WARDS OF WASHINGTON, DC. AS A RESULT OF THE SERVICES PROVIDED, 795 INDIVIDUALS WITH LOW INCOMES SECURED EMPLOYMENT THAT PLACED THEM IN A BETTER POSITION TO ATTAIN SELF-SUFFICIENCY; 244 INDIVIDUALS WITH LOW INCOMES WHO COMPLETED EXTENSIVE VOCATIONAL SKILLS TRAINING AND RECEIVED NATIONAL CERTIFICATIONS THAT PLACED THEM IN A BETTER POSITION TO SECURE GAINFUL EMPLOYMENT; 837 CUSTOMERS RECEIVED TAX PREPARATION SERVICES AND SECURED REFUNDS WITH UPO'S FREE TAX PREPARATION COMPLIMENTED WITH MUCH-NEEDED INCOME MANAGEMENT COUNSELING; 315 YOUTH WHO RECEIVED ACADEMIC ENRICHMENT SERVICES; OVER 1,000 YOUTH MENTORED BY FOSTER GRANDPARENTS; AND 1,064 WHO RECEIVED CASE MANAGEMENT WITH OTHER SUPPORT SERVICES DESIGNED TO ENABLE THEM TO COMPETE FOR, SECURE AND MAINTAIN EMPLOYMENT.UPO COORDINATED COMMUNITY HEALTH INITIATIVES, COMMUNITY REINVESTMENT STRATEGIES, HOME RETENTION EDUCATION, AND COMMUNITY ENGAGEMENT STRATEGIES. COMMUNITY SERVICES BLOCK GRANT (CSBG) FUNDS WERE ALSO USED TO SUPPORT EARLY HEAD START SERVICE DELIVERY, TRANSPORTATION FOR HOMELESS CUSTOMERS AND COMPREHENSIVE TREATMENT. BY PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS (CBOS), LOCAL BUSINESSES, GOVERNMENT AGENCIES AND VOLUNTEERS, UPO PLANNED AND IMPLEMENTED INTERVENTIONS THAT LEAD TO INCREASED ECONOMIC SECURITY FOR DC RESIDENTS WHO HAVE LOW INCOMES. UPO'S OUTREACH WAS TARGETED AT RESIDENTS OF MULTIPLE COMMUNITIES IN THE DISTRICT OF COLUMBIA THAT HAVE EXPERIENCED HIGH LEVELS OF POVERTY AND ECONOMIC INSECURITY. SERVICES PROVIDED FOLLOWING OUTREACH WERE PRIMARILY DELIVERED AT THREE (3) UPO COMMUNITY SERVICE CENTERS, TWELVE DIRECTLY OPERATED EARLY HEAD START SITES, TWO PARTNER-FUNDED SITES, AND THROUGH CONTRACTUAL RELATIONSHIPS WITH SIX (6) CBOS WORKING AS CSBG SERVICE PROVIDERS. DIRECT SERVICES PROVIDED BY UPO ACROSS THE CITY INCLUDE EMPLOYMENT ASSISTANCE, EARLY EDUCATION, YOUTH SOCIAL AND EMOTIONAL DEVELOPMENT, YOUTH ACADEMIC ENRICHMENT, ADULT EDUCATION, VOCATIONAL SKILLS TRAINING AND CERTIFICATION, HOUSING SUPPORT AND ASSISTANCE, BUDGET AND INCOME MANAGEMENT COUNSELING, FINANCIAL LITERACY TRAINING, EMERGENCY SUPPORT SERVICES, NUTRITION EDUCATION, AND COMPREHENSIVE CASE MANAGEMENT.

    Expenses $15,235,887

  • HEAD START AND EARLY HEAD START - UNITED PLANNING ORGANIZATION'S (UPO) HEAD START PROGRAM WAS INITIATED IN 1964 AND WAS ONE OF THE FIRST PILOT PROGRAMS IN THE UNITED STATES. IN 2012, THE UPO OFFICE OF EARLY LEARNING (UPO-OEL) WAS AWARDED A BIRTH-TO-FIVE GRANT THAT PROVIDES SEAMLESS SERVICES FOR 1,200 CHILDREN AGES 6 WEEKS TO 3 YEARS OLD INCLUDING EXPECTING FAMILIES. UPO-OEL DIRECTLY OPERATES 17 EARLY LEARNING CENTERS AND PARTNERS WITH FIVE (5) NONPROFIT CHILDCARE AGENCIES THAT HAVE CONTRACTS. UPO IS THE LARGEST PROVIDER OF EARLY HEAD START (EHS) SERVICES IN WASHINGTON, DC. UPO-OEL IS ALSO A HUB FOR THE OFFICE OF THE STATE SUPERINTENDENT (0SSE) QUALITY IMPROVEMENT NETWORK (QIN) EARLY HEAD START CHILDCARE PARTNERSHIP INITIATIVE. THE QIN-HUB INITIATIVE PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO 12 EARLY LEARNING AND 14 FAMILY EARLY LEARNING PARTNERS IN DC TO SUPPORT THEM IN IMPLEMENTING HIGH QUALITY SERVICES FOR 466 FUNDED CHILDREN. THE QIN-HUB IS A QUALITITY IMPROVEMENT NETWORK INITIATIVE. HEAD START AND EARLY HEAD START ARE EDUCATIONAL PROGRAMS THAT PROVIDE COMPREHENSIVE SERVICES FOR CHILDREN AND FAMILIES.

    Expenses $22,473,031 · Grants $719,715

  • HOMELESS - UPO ACTIVELY STANDS ON THE FRONTLINES OF HOMELESSNESS CARE AND PREVENTION. THE AGENCY CURRENTLY OPERATES A FLEET OF SHELTER TRANSPORT VEHICLES THAT ARE SPECIFICALLY EQUIPPED TO PROVIDE DIRECT, MANAGED SUPPORT TO UNHOUSED INDIVIDUALS. THIS FLEET IS AN INTEGRAL PART OF THE CITY'S CONTINUUM OF CARE FOR THE HOMELESS.

    Expenses $3,131,752

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHRISTOPHER SENNETT

    ELECTED BY UPO BOARD

    Total calculated
    $0
    Hours/week
    1

  • ARON SZAPIRO

    ELECTED BY UPO BOARD

    Total calculated
    $0
    Hours/week
    1

  • CHARELL WILLIAMS

    PARENT POLICY COUNCIL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • JOAN WILLIAMS

    REPRESENTATIVE OF LOW-INCOME RESIDENTS

    Total calculated
    $0
    Hours/week
    1

  • DORJAN SHORT

    DESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA

    Total calculated
    $0
    Hours/week
    1

  • HADIYAH M MUHAMMAD

    REPRESENTATIVE OF LOW-INCOME RESIDENTS

    Total calculated
    $0
    Hours/week
    1

  • DR CHRISTINE M WARNKE

    REPRESENTATIVE OF LOW-INCOME RESIDENTS

    Total calculated
    $0
    Hours/week
    1

  • TONYA CRAWFORD

    REPRESENTATIVE OF LOW-INCOME RESIDENTS

    Total calculated
    $0
    Hours/week
    1

  • LAURA MANVILLE

    ELECTED BY UPO BOARD

    Total calculated
    $0
    Hours/week
    1

  • LOREN COX

    DESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA

    Total calculated
    $0
    Hours/week
    1

  • NKOSI BRADLEY

    REPRESENTATIVE OF LOW-INCOME RESIDENTS

    Total calculated
    $0
    Hours/week
    2

  • ROBERT THORNE

    ELECTED BY UPO BOARD

    Total calculated
    $0
    Hours/week
    1

  • CHRISTIAN CLANSKY

    ELECTED BY UPO BOARD

    Total calculated
    $0
    Hours/week
    1

  • SALIM K ADOFO

    REPRESENTATIVE OF LOW-INCOME RESIDENTS

    Total calculated
    $0
    Hours/week
    1

  • SHAKIRA HEMPHILL

    DESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA

    Total calculated
    $0
    Hours/week
    1

  • REGINALD BLACK

    ELECTED BY UPO BOARD

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER PARK PHD

    (VICE CHAIR)

    Total calculated
    $0
    Hours/week
    4

  • BARBARA BOVBJERG

    (TREASURER)

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL AUSTIN

    (SECRETARY)

    Total calculated
    $0
    Hours/week
    4

  • LAFAYETTE BARNES

    (CHAIR)

    Total calculated
    $0
    Hours/week
    4

  • ANDREA D THOMAS

    PRESIDENT & CEO

    Total calculated
    $235,901
    From this org
    $216,670
    From related orgs
    $0
    Other
    $19,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,670
    Bonus
    $0
    Other
    $0
    Deferred
    $12,127
    Nontaxable benefits
    $7,104
    Filer's total
    $235,901

  • DIANNA GUINYARD

    VICE PRESIDENT - OPERATIONS

    Total calculated
    $165,979
    From this org
    $150,507
    From related orgs
    $0
    Other
    $15,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,507
    Bonus
    $0
    Other
    $0
    Deferred
    $8,368
    Nontaxable benefits
    $7,104
    Filer's total
    $165,979

  • DANIEL OFORI-ADDO

    CHIEF IMPACT OFFICER

    Total calculated
    $195,159
    From this org
    $165,771
    From related orgs
    $0
    Other
    $29,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,771
    Bonus
    $0
    Other
    $0
    Deferred
    $9,825
    Nontaxable benefits
    $19,563
    Filer's total
    $195,159

  • CHARLES AKINMADE

    VICE PRESIDENT - FINANCE & CFO

    Total calculated
    $171,321
    From this org
    $162,254
    From related orgs
    $0
    Other
    $9,067
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,254
    Bonus
    $0
    Other
    $0
    Deferred
    $9,067
    Nontaxable benefits
    $0
    Filer's total
    $171,321

  • SYRITA ROBINSON

    VICE PRESIDENT - OFFICE OF EARLY LEARNING

    Total calculated
    $178,423
    From this org
    $145,563
    From related orgs
    $0
    Other
    $32,860
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,563
    Bonus
    $0
    Other
    $0
    Deferred
    $8,748
    Nontaxable benefits
    $24,112
    Filer's total
    $178,423

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
10 August 2026
IRS schema version
2024v5.5
Source object
202602229349301550

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