UNITED PLANNING ORGANIZATION (EIN 520788987) - 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

1962

Legal Domicile

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.

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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 $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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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

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

$206,194

Total Directors

Key Employees

Highest Compensated

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

UNITED PLANNING ORGANIZATION