United Planning Organization

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United Planning organization's mission is uniting people with opportunities.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 213 volunteers and 512 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $712K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$841K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $327K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7.7M
73% of total assets
Worth a look: liabilities are 73% of assets; over 65%.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$42.5M
-13% vs prior year
Spent
$48.9M
To programs
84%
Net assets
$2.9M
By yearFY2020–FY2025
Revenue
$42.5M
FY2025▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$36.2M
FY2021$39.5M
FY2022$57.1M
FY2023$41.5M
FY2024$48.7M
FY2025$42.5M
Expenses
$48.9M
FY2025▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$35.8M
FY2021$38.7M
FY2022$54.7M
FY2023$40.8M
FY2024$51.0M
FY2025$48.9M
Net assets
$2.9M
FY2025▼ -69%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.3M
FY2021$8.3M
FY2022$10.8M
FY2023$11.5M
FY2024$9.2M
FY2025$2.9M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $40.8M Management & general 16% · $8.0M Fundraising 0% · $51K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $841K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President & CEO
$216,670Pt VII · Sec A
Chief Impact Officer
$165,771Pt VII · Sec A
Vice President - Finance & CFO
$162,254Pt VII · Sec A
Vice President - Operations
$150,507Pt VII · Sec A
Vice President - Office of Early Learning
$145,563Pt VII · Sec A
Representative of Low-Income Residents
$0Pt VII · Sec A
Representative of Low-Income Residents
$0Pt VII · Sec A
Representative of Low-Income Residents
$0Pt VII · Sec A

Andrea D Thomas’s $217K as President & CEO is at the 52nd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Andrea D Thomas$216,670——$185,625$193,936$135,756
Thomas Andrea D—$206,194$194,616———
Jose Francia————$184,891$202,786
Dana M Jones—————$194,696
Francia Jose———$178,981——
Andrew Harris—$175,928————
Daniel Ofori-Addo$165,771———$124,019—
Charles Akinmade$162,254—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See United Planning Organization executive salaries →

1 open job right now. See them →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects individuals with resources and programs for personal and community growth.

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3 programs · $40.8M · in their own filed words · FY2024
01

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.

$22.5Mprogram expense
02

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.

$15.2Mprogram expense
03

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.

$3.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 58 grants · $8.6M · 2019–2024
Jewel's New Beginning Learning Center LLCFY2024$132,749
Newlen Early Childhood School RedinessFY2024$101,760
Newlen Educational ServicesFY2024$55,680
Unitemized GrantFY2024$45,472
Crystal Child Development Center INCFY2024$32,640
Emergent Preparatory AcademyFY2023$146,607
Healthy Babies Project INCDC · FY2023$145,642
Jewel's New Beginning Learning Center LLCFY2023$47,252
Unitemized GrantFY2023$43,946
Healthy Babies Project INCDC · FY2022$188,531
Unitemized GrantFY2022$49,898
National Children's Center INCMD · FY2021$384,678
Behavioral Educational SolutionsFY2021$378,320
Sunshine Early Learning CenterFY2021$269,948
See all 58 grants →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Sep 2025 · $27.8M federal money spent
Head StartDepartment of Health and Human Services · ALN 93.600 · Direct and through D.c. Department of Health and Human Services/Osse$14.5M
Community Services Block GrantDepartment of Health and Human Services · ALN 93.569 · Through D.c. Department of Health and Human Services$11.8M
Foster Grandparent ProgramAmeriCorps · ALN 94.011 · Direct$698K
Child and Adult Care Food ProgramDepartment of Agriculture · ALN 10.558 · Through Osse/Usda$265K
Twenty-First Century Community Learning CentersDepartment of Education · ALN 84.287 · Through Osse/Usde$205K

Plus 3 smaller programs.

The auditor reported 2 findings: a weakness in money controls.

Year ending Sep 2024 · $29.7M federal money spent
Head StartDepartment of Health and Human Services · ALN 93.600 · Direct and through D.c. Department of Health and Human Services/Osse$15.8M
Community Services Block GrantDepartment of Health and Human Services · ALN 93.569 · Through D.c. Department of Health and Human Services$12.4M
Foster Grandparent ProgramAmeriCorps · ALN 94.011 · Direct$709K
Child and Adult Care Food ProgramDepartment of Agriculture · ALN 10.558 · Through Osse/Usda$267K
Twenty-First Century Community Learning CentersDepartment of Education · ALN 84.287 · Through Osse/Usde$184K

Plus 2 smaller programs.

The auditor reported no findings.

Year ending Sep 2023 · $27.2M federal money spent
Early Head Start (ehs) Fed BaseDepartment of Health and Human Services · ALN 93.600 · Direct and through DC Department of Health and Human Services and 1 more$15.3M
Community Services Block Grant (csbg)Department of Health and Human Services · ALN 93.569 · Through DC Department of Health and Human Services$10.4M
Foster Grandparent ProgramAmeriCorps · ALN 94.011 · Direct$699K
Nutrition Child and Adult Care Food ProgramDepartment of Agriculture · ALN 10.558 · Through Osse/Usda$217K
Child Care StablizationDepartment of Health and Human Services · ALN 93.575 · Through DC Department of Health and Human Service/Osse$167K

Plus 4 smaller programs.

The auditor reported 12 findings: a weakness in money controls.

Year ending Sep 2022 · $40.2M federal money spent
Community Service Block GrantDepartment of Health and Human Services · ALN 93.569 · Through DC Department of Health and Human Services$25.6M
Early Head Start (ehs) Fed Fy'21Department of Health and Human Services · ALN 93.600 · Direct and through DC Department of Health and Human Services and 1 more$11.7M
Child Care StabilizationDepartment of Health and Human Services · ALN 93.575 · Through DC Department of Health and Human Services/Osse$1.9M
Foster Grandparents Program - CncsAmeriCorps · ALN 94.011 · Direct$563K
Usda/Nutrituion Cacf ProgramDepartment of Agriculture · ALN 10.558 · Through Osse/Usda$164K

Plus 4 smaller programs.

The auditor reported 1 finding: a weakness in money controls.

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$42.5M
Ln 12
Gifts and grantsLn 1h$42.4M
Other incomeLn 4–11$139K
Money outPt IX
$48.9M
Ln 25
Programscol B$40.8M
Managementcol C$8.0M
Fundraisingcol D$51K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$10.6M
LiabilitiesLn 26$7.7M
PeoplePt VI, VII
25
listed · VII A
PaidVII A5
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$42.4M
Government grantsLn 1e$40.3M
Other incomeLn 4–11$139K
Total revenueLn 12$42.5M
Assets in detailPt X, end of year
CashLn 1$2.5M
Cash and savings togetherLn 1–2$2.5M
Pledges and grants receivableLn 3$3.9M
Prepaid expenses and deferred chargesLn 9$318K
Land, buildings, equipmentLn 10c$3.9M
Total assetsLn 16$10.6M
LiabilitiesLn 26$7.7M
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 5512
VolunteersI 6213
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$901K
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$11.5M
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$36K$34K$32K$31K$28K
Given inLn 1b$2K$2K$900$3K$28K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$4.7M$2.5M
Land, buildings, equipmentLn 10c$4.4M$3.9M
Total assetsLn 16$15.2M$10.6M
LiabilitiesLn 26$5.9M$7.7M
Net assetsLn 32$9.2M$2.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$674K$674K
Grants to domestic individualsLn 2$45K$45K
Pay of current officers, directors and key staffLn 5$841K$711K$129K$819
Other salaries and wagesLn 7$27.1M$22.2M$4.9M−$819
Other employee benefitsLn 9$6.1M$5.0M$1.2M
Management feesLn 11a$5.7M$4.2M$1.5M$36K
Information technologyLn 14$134K$69K$65K
OccupancyLn 16$3.1M$3.1M$29K$69
TravelLn 17$169K$142K$27K$201
InterestLn 20$71K$64K$4K$2K
Depreciation, depletion and amortizationLn 22$635K$619K$16K
InsuranceLn 23$315K$303K$12K
Other expenses (24a–d)Ln 24$3.9M$3.8M$124K$12K
Total functional expensesLn 25$48.9M$40.8M$8.0M$51K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Aug 10, 2026 $42.5M$48.9M−$6.4M$2.9M 990 PDF
FY2024Filed with the IRS Jul 31, 2025 $48.7M$51.0M−$2.3M$9.2M 990 PDF
FY2023Filed with the IRS Aug 9, 2024 $41.5M$40.8M$716K$11.5M 990 PDF
FY2022Filed with the IRS Aug 15, 2023 $57.1M$54.7M$2.5M$10.8M 990 PDF
FY2021Filed with the IRS Aug 11, 2022 $39.5M$38.7M$805K$8.3M 990 PDF
FY2020Filed with the IRS Aug 13, 2021 $36.2M$35.8M$407K$6.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $42,513,429 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $48,441,264$42,374,444
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $266,473$138,985
I-12 Total revenuePrior year $48,707,737$42,513,429
I-13 Grants and similar amounts paidPrior year $578,103$719,715
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $34,143,856$34,079,830
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $16,285,624$14,083,044
I-18 Total expensesPrior year $51,007,583$48,882,589
I-19 Revenue less expensesPrior year −$2,299,846−$6,369,160
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $42,513,429 across 6 lines filed
VIII-1e Government grants$40,319,685
VIII-1f All other contributions, gifts and grants$2,054,759
VIII-1h Total contributions, gifts and grants$42,374,444
VIII-8 Net income from fundraising eventsExcluded from tax $128,646$128,646
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,339$10,339
VIII-12 Total revenueRelated to mission $10,339 · Unrelated business $0 · Excluded from tax $128,646$42,513,429
Part IX · Statement of functional expenses $48,882,589 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $674,243$674,243
IX-2 Grants to domestic individualsPrograms $45,472$45,472
IX-5 Pay of current officers, directors and key staffPrograms $710,739 · Management $129,207 · Fundraising $819$840,765
IX-7 Other salaries and wagesPrograms $22,175,903 · Management $4,949,448 · Fundraising −$819$27,124,532
IX-9 Other employee benefitsPrograms $4,960,044 · Management $1,154,489$6,114,533
IX-11a Management feesPrograms $4,208,203 · Management $1,481,059 · Fundraising $36,328$5,725,590
IX-14 Information technologyPrograms $69,092 · Management $64,986$134,078
IX-16 OccupancyPrograms $3,063,728 · Management $29,417 · Fundraising $69$3,093,214
IX-17 TravelPrograms $141,771 · Management $27,141 · Fundraising $201$169,113
IX-20 InterestPrograms $64,407 · Management $4,027 · Fundraising $2,439$70,873
IX-22 Depreciation, depletion and amortizationPrograms $619,089 · Management $16,073$635,162
IX-23 InsurancePrograms $303,417 · Management $11,671$315,088
IX-24 Other expenses (24a–d)Programs $3,804,562 · Management $123,732 · Fundraising $11,632$3,939,926
IX-25 Total functional expensesPrograms $40,840,670 · Management $7,991,250 · Fundraising $50,669$48,882,589
Part X · Balance sheet $10,604,545 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $4,659,665$2,518,925
X-3 Pledges and grants receivableStart of year $5,707,785$3,861,363
X-9 Prepaid expenses and deferred chargesStart of year $355,730$317,894
X-10c Land, buildings and equipment, netStart of year $4,433,525$3,906,363
X-16 Total assetsStart of year $15,156,705$10,604,545
X-17 Accounts payable and accrued expensesStart of year $3,403,382$3,861,023
X-19 Deferred revenueStart of year $826,445$2,284,580
X-20 Tax-exempt bond liabilitiesStart of year $1,700,218$901,442
X-23 Secured mortgages and notes payable$700,000
X-26 Total liabilitiesStart of year $5,930,045$7,747,045
X-27 Net assets without donor restrictionsStart of year $6,603,398$2,821,034
X-28 Net assets with donor restrictionsStart of year $2,623,262$36,466
X-32 Total net assets or fund balancesStart of year $9,226,660$2,857,500
X-33 Total liabilities and net assetsStart of year $15,156,705$10,604,545
Part XI · Reconciliation of net assets $2,857,500 net assets at year end
XI-1 Total revenue$42,513,429
XI-2 Total expenses$48,882,589
XI-3 Revenue less expenses−$6,369,160
XI-4 Net assets at start of year$9,226,660
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,857,500

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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