UNITED PLANNING ORGANIZATION

EIN: 520788987 501(c)(3) Human Services

WASHINGTON, DC

Total Revenue
$48,707,737
Total Expenses
$51,007,583
Total Assets
$15,156,705
Net Assets
$9,226,660
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Organization Details

Formation Year
1962
Legal Domicile
DC
Principal Officer
ANDREA THOMAS
Phone
2022384600
Tax Period
2023-10-01 to 2024-09-30

UNITED PLANNING ORGANIZATION, founded in 1962, is a mid-sized nonprofit in the Human Services sector that reported $48.7M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $17,945,129

COMMUNITY SERVICES - BY PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS, LOCAL BUSINESSES, GOVERNMENT AGENCIES AND VOLUNTEERS IN 2023, UPO PLANNED AND IMPLEMENTED SELFSUFFICIENCY INTERVENTIONS...

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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 2024, 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 54,544 LOW-INCOME MEN, WOMEN, AND CHILDREN IN ALL FOUR QUADRANTS AND EIGHT WARDS OF WASHINGTON, DC. AS A RESULT OF THE SERVICES PROVIDED, 543 INDIVIDUALS WITH LOW INCOMES SECURED EMPLOYMENT THAT PLACED THEM IN A BETTER POSITION TO ATTAIN SELF-SUFFICIENCY; 266 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; $1,450,000 DOLLARS IN CUSTOMER TAX REFUNDS SECURED WITH UPO'S FREE TAX PREPARATION COMPLIMENTED WITH MUCH-NEEDED INCOME MANAGEMENT COUNSELING; 710 YOUTH WHO RECEIVED ACADEMIC ENRICHMENT SERVICES; 1,091 YOUTH MENTORED BY FOSTER GRANDPARENTS; AND OVER 1,500 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, SIXTEEN DIRECTLY OPERATED EARLY HEAD START SITES, TWO PARTNER-FUNDED SITES, AND THROUGH CONTRACTUAL RELATIONSHIPS WITH EIGHT (8) 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.

Program 2
Expenses: $22,504,099

LINE 4BHEAD 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...

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LINE 4BHEAD 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. THEQIN-HUB INITIATIVE PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO 12 CHILDCARE AND 14 FAMILY CHILDCARE PARTNERS IN DC TO SUPPORT THEM IMPLEMENTING HIGHQUALITY SERVICES FOR OVER 566 CHILDREN. THE QIN-HUB IS A HIGH-PROFILE INITIATIVE THAT IS PART OF DC'S QUALITY RATING SYSTEM. HEAD START AND EARLY HEAD START ARE EDUCATIONAL PROGRAMS THAT PROVIDES COMPREHENSIVE SERVICES FOR CHILDREN AND FAMILIES.

Program 3
Expenses: $3,327,845

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...

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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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $48,441,264
Program Service Revenue $0
Investment Income $0
Other Revenue $266,473
TOTAL REVENUE $48,707,737

Expense Breakdown

Grants Paid $578,103
Salaries & Benefits $34,143,856
Fundraising Expenses $123,140
Program Expenses $43,777,073
Other Expenses $16,285,624
TOTAL EXPENSES $51,007,583

Year-over-Year Comparison

2023 2022 Change
Revenue $48,707,737 $41,526,616 +0.2%
Expenses $51,007,583 $40,810,721 +0.2%
Net Income $-2,299,846 $715,895 -4.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
491
Volunteers
230

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
5
$206,194
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
6
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RUTHVEN PHILLIP ESQ (CHAIR) 4.00
Officer Director
$0 $0 $0
MARY ELLEN CURTIN (SECRETARY) 4.00
Officer Director
$0 $0 $0
BARBARA BOVBJERG (TREASURER) 4.00
Officer Director
$0 $0 $0
KEVIN CHAVOUS ESQ (VICE CHAIR) 4.00
Officer Director
$0 $0 $0
LAFAYETTE BARNES DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL AUSTIN DESIGNATED BY MAYOR OF THE 1.00
Director
$0 $0 $0
LAFAYETTE BARNES DESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA 1.00
Director
$0 $0 $0
ROBERT W WARREN DIRECTOR 1.00
Director
$0 $0 $0
OLIVER SPURGEON DIRECTOR 1.00
Director
$0 $0 $0
LAURA MANVILLE ELECTED BY UPO BOARD 1.00
Director
$0 $0 $0
ROBERT W WARREN ELECTED BY UPO BOARD 1.00
Director
$0 $0 $0
ROBERT THORNE ELECTED BY UPO BOARD 1.00
Director
$0 $0 $0
CHRISTIAN CLANSKY ELECTED BY UPO BOARD 1.00
Director
$0 $0 $0
ARON SZAPIRO ELECTED BY UPO BOARD 1.00
Director
$0 $0 $0
JENNIFER PARK PHD ELECTED BY UPO BOARD/(OHS 1.00
Director
$0 $0 $0
DR CHRISTINE M WARNKE REPRESENTATIVE OF LOW-INCO 1.00
Director
$0 $0 $0
SALIM K ADOFO REPRESENTATIVE OF LOW-INCO 1.00
Director
$0 $0 $0
RHONDA N HAMILTON REPRESENTATIVE OF LOW-INCO 1.00
Director
$0 $0 $0
HADIYAH M MUHAMMAD REPRESENTATIVE OF LOW-INCO 1.00
Director
$0 $0 $0
OLIVER SPURGEON III REPRESENTATIVE OF LOW-INCO 2.00
Director
$0 $0 $0
THOMAS ANDREA D PRESIDENT & CEO 40.00
Officer
$206,194 $0 $206,194
OFORI-ADDO DANIEL CHIEF IMPACT OFFICER 40.00
Highest
$150,002 $0 $150,002
TELELE JIMA EMPLOYEE 40.00
Highest
$161,367 $0 $161,367
ROBINSON SYRITA VICE PRESIDENT - OFFICE OF 40.00
Highest
$149,274 $0 $149,274
GUINYARD DIANNA VICE PRESIDENT - OPERATION 40.00
Highest
$141,184 $0 $141,184
JEAN HYVRON VICE PRESIDENT - TECHNOLOG 40.00
Highest
$132,156 $0 $132,156
ANDREW HARRIS VICE PRESIDENT - FINANCE &CFO 40.00
Highest
$175,928 $0 $175,928
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 $48,707,737 $51,007,583 $15,156,705 $-2,299,846
2023 $41,526,616 $40,810,721 $17,994,375 $715,895
2022 $57,125,608 $54,653,983 $21,237,350 $2,471,625
2021 $39,543,643 $38,738,609 $21,957,692 $805,034
2020 $36,245,395 $35,838,216 $23,252,127 $407,179
2019 $34,478,108 $34,432,656 $19,136,868 $45,452
2018 $30,750,935 $30,166,981 $18,546,646 $583,954
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