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

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$1.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.0M
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
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
$13.6M
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$39.5M
+9% vs prior year
Spent
$38.7M
To programs
89%
Net assets
$8.3M
By yearFY2020–FY2025
Revenue
$39.5M
FY2021▲ +9%
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
$38.7M
FY2021▲ +8%
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
$8.3M
FY2021▲ +32%
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 FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

89 cents of each dollar spent went to programs.

Program services 89% · $34.4M Management & general 11% · $4.4M

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

27 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President & CEO
$193,936Pt VII · Sec A
Physician
$184,891Pt VII · Sec A
VP of Fin. & CFO - Until 01/2021
$139,180Pt VII · Sec A
VP of Operations & COO
$130,621Pt VII · Sec A
Chief Impact Officer
$124,019Pt VII · Sec A
Director of Affordable Housing
$123,317Pt VII · Sec A
VP of Human Resources
$120,273Pt VII · Sec A
$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 →

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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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Provided by the organization

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3 programs · $23.9M · in their own filed words · FY2020
01

Community Services

By partnering with other community based organizations, local businesses, government agencies and volunteers in 2020, upo planned and implemented self-sufficiency interventions for almost 50,000 DC residents who have low incomes.

$13.7Mprogram expense
02

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.

$6.1Mprogram expense
03

Preschool

Upo-oel has a contract with the office of the state superintendent of education (osse) to accept daycare vouchers that extends the day for children enrolled in our ehs program. Osse also has awarded upo-oel a usda cacfp grant to provide healthy foods for the children enrolled in our centers.

$4.1Mprogram 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 →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$39.5M
Ln 12
Gifts and grantsLn 1h$39.4M
Other incomeLn 4–11$55K
Fees for servicesLn 2g$49K
Money outPt IX
$38.7M
Ln 25
Programscol B$34.4M
Managementcol C$4.4M
Owns and owesPt X
$8.3M
net assets · Ln 32
Cash and savingsLn 1–2$8.7M
Total assetsLn 16$22.0M
LiabilitiesLn 26$13.6M
PeoplePt VI, VII
27
listed · VII A
PaidVII A7
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$39.4M
Government grantsLn 1e$35.7M
Fundraising eventsLn 1c$123K
Fees for servicesLn 2g$49K
Investment incomeLn 3$324
Other incomeLn 4–11$55K
Total revenueLn 12$39.5M
Assets in detailPt X, end of year
CashLn 1$8.0M
SavingsLn 2$721K
Cash and savings togetherLn 1–2$8.7M
Land, buildings, equipmentLn 10c$6.4M
Other assetsLn 15$101K
Total assetsLn 16$22.0M
LiabilitiesLn 26$13.6M
Net assetsLn 32$8.3M
OperationsPt I, VI
EmployeesI 5512
VolunteersI 6213
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$7.5M$8.7M
Land, buildings, equipmentLn 10c$7.2M$6.4M
Total assetsLn 16$23.3M$22.0M
LiabilitiesLn 26$16.9M$13.6M
Net assetsLn 32$6.3M$8.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.9M$1.9M
Grants to domestic individualsLn 2$32K$32K
Pay of current officers, directors and key staffLn 5$398K$63K$335K
Other salaries and wagesLn 7$19.1M$16.8M$2.3M
Pension plan contributionsLn 8$951K$883K$68K
Other employee benefitsLn 9$1.6M$1.5M$125K
Payroll taxesLn 10$1.6M$1.5M$137K
Legal feesLn 11b$32K$32K
Accounting feesLn 11c$125K$42K$83K
Other fees for servicesLn 11g$3.9M$3.1M$845K
Advertising and promotionLn 12$72K$54K$18K
Office expensesLn 13$1.7M$1.5M$248K
Information technologyLn 14$1.5M$1.5M$85K
OccupancyLn 16$1.3M$1.3M$1K
TravelLn 17$298K$256K$42K
Conferences, conventions and meetingsLn 19$53K$51K$3K
InterestLn 20$5K$5K
Depreciation, depletion and amortizationLn 22$648K$648K
InsuranceLn 23$93K$74K$19K
Other expenses (24a–d)Ln 24$3.3M$3.3M$50K
Total functional expensesLn 25$38.7M$34.4M$4.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $42.5M$48.9M−$6.4M$2.9M 990 PDF
FY2024 $48.7M$51.0M−$2.3M$9.2M 990 PDF
FY2023 $41.5M$40.8M$716K$11.5M 990 PDF
FY2022 $57.1M$54.7M$2.5M$10.8M 990 PDF
FY2021 Viewing $39.5M$38.7M$805K$8.3M 990 PDF
FY2020 $36.2M$35.8M$407K$6.3M 990 PDF

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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 FY2021 990 (6 parts)
Part I · Summary $39,543,643 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $36,144,750$39,439,500
I-9 Program service revenuePrior year $48,365$48,838
I-10 Investment incomePrior year $1,065$324
I-11 Other revenuePrior year $51,215$54,981
I-12 Total revenuePrior year $36,245,395$39,543,643
I-13 Grants and similar amounts paidPrior year $2,616,585$1,910,783
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $23,149,019$23,702,294
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,072,612$13,125,532
I-18 Total expensesPrior year $35,838,216$38,738,609
I-19 Revenue less expensesPrior year $407,179$805,034
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
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 $39,543,643 across 10 lines filed
VIII-1c Fundraising events$122,989
VIII-1e Government grants$35,676,170
VIII-1f All other contributions, gifts and grants$3,640,341
VIII-1h Total contributions, gifts and grants$39,439,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $48,838$48,838
VIII-3 Investment incomeExcluded from tax $324$324
VIII-6 Net rental income or lossExcluded from tax $76,287$76,287
VIII-8 Net income from fundraising eventsExcluded from tax −$21,720−$21,720
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $414$414
VIII-12 Total revenueRelated to mission $48,838 · Unrelated business $0 · Excluded from tax $55,305$39,543,643
Part IX · Statement of functional expenses $38,738,609 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $1,878,865$1,878,865
IX-2 Grants to domestic individualsPrograms $31,918$31,918
IX-5 Pay of current officers, directors and key staffPrograms $62,990 · Management $334,593$397,583
IX-7 Other salaries and wagesPrograms $16,805,161 · Management $2,322,539$19,127,700
IX-8 Pension plan contributionsPrograms $883,418 · Management $67,745$951,163
IX-9 Other employee benefitsPrograms $1,452,975 · Management $124,708$1,577,683
IX-10 Payroll taxesPrograms $1,510,864 · Management $137,301$1,648,165
IX-11b Legal feesPrograms $32,277$32,277
IX-11c Accounting feesPrograms $41,537 · Management $83,106$124,643
IX-11g Other fees for servicesPrograms $3,064,069 · Management $845,373$3,909,442
IX-12 Advertising and promotionPrograms $54,075 · Management $17,925$72,000
IX-13 Office expensesPrograms $1,468,927 · Management $248,350$1,717,277
IX-14 Information technologyPrograms $1,462,259 · Management $84,652$1,546,911
IX-16 OccupancyPrograms $1,285,420 · Management $1,023$1,286,443
IX-17 TravelPrograms $255,787 · Management $42,050$297,837
IX-19 Conferences, conventions and meetingsPrograms $50,838 · Management $2,512$53,350
IX-20 InterestPrograms $4,620$4,620
IX-22 Depreciation, depletion and amortizationPrograms $647,593$647,593
IX-23 InsurancePrograms $74,229 · Management $18,984$93,213
IX-24 Other expenses (24a–d)Programs $3,290,094 · Management $49,832$3,339,926
IX-25 Total functional expensesPrograms $34,357,916 · Management $4,380,693 · Fundraising $0$38,738,609
Part X · Balance sheet $21,957,692 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $6,873,934$8,002,679
X-2 Savings and temporary cash investmentsStart of year $623,511$721,413
X-3 Pledges and grants receivableStart of year $7,793,724$6,707,157
X-8 Inventories for sale or useStart of year $618,074$9,988
X-9 Prepaid expenses and deferred chargesStart of year $59,007$3,403
X-10c Land, buildings and equipment, netStart of year $7,193,165$6,412,370
X-15 Other assetsStart of year $90,712$100,682
X-16 Total assetsStart of year $23,252,127$21,957,692
X-17 Accounts payable and accrued expensesStart of year $4,230,843$3,244,307
X-19 Deferred revenueStart of year $7,098,662$6,468,064
X-20 Tax-exempt bond liabilitiesStart of year $4,612,880$3,924,173
X-25 Other liabilitiesStart of year $995,750$2,885
X-26 Total liabilitiesStart of year $16,938,135$13,639,429
X-27 Net assets without donor restrictionsStart of year $6,313,992$8,275,372
X-28 Net assets with donor restrictions$42,891
X-32 Total net assets or fund balancesStart of year $6,313,992$8,318,263
X-33 Total liabilities and net assetsStart of year $23,252,127$21,957,692
Part XI · Reconciliation of net assets $8,318,263 net assets at year end
XI-1 Total revenue$39,543,643
XI-2 Total expenses$38,738,609
XI-3 Revenue less expenses$805,034
XI-4 Net assets at start of year$6,313,992
XI-8 Prior period adjustments$1,199,237
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,318,263

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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