United Planning Organization is located in Washington, DC. The organization was established in 1964. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. As of 09/2021, United Planning Organization employed 479 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Planning Organization is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, United Planning Organization generated $39.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.5% each year. All expenses for the organization totaled $38.7m during the year ending 09/2021. While expenses have increased by 4.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Planning Organization has awarded 100 individual grants totaling $24,010,641. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITED PLANNING ORGANIZATION'S MISSION IS UNITING PEOPLE WITH OPPORTUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. COVID-19 HAD A SIGNIFICANT IMPACT ON UPO'S WORK BUT THE UPO TEAM REMAINED RESOLVED TO HELP DC RESIDENTS MAINTAIN OR ACHIEVE SELF-SUFFICIENCY. UPO REACHED OUT TO WITHIN COMMUNITIES IN THE DISTRICT OF COLUMBIA THAT HAVE EXPERIENCED HIGH LEVELS OF POVERTY AND ECONOMIC INSECURITY. SERVICES WERE PROVIDED AT FIVE (5) UPO COMMUNITY SERVICE CENTERS, SIXTEEN DIRECTLY OPERATED HEAD START SITES, TWO PARTNER FUNDED SITES, AND THROUGH CONTRACTUAL RELATIONSHIPS WITH SEVEN 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 FISCAL YEAR 2020, 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 49,324 MEN, WOMEN AND CHILDREN LOW-INCOME RESIDENTS IN ALL FOUR QUADRANTS AND EIGHT WARDS OF WASHINGTON, DC. AS A RESULT OF THE SERVICES PROVIDED, 447 INDIVIDUALS WITH LOW-INCOMES SECURED EMPLOYMENT THAT PLACED THEM IN A BETTER POSITION TO ATTAIN SELF-SUFFICIENCY; 195 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; 1,043 WHO RECEIVED FREE TAX PREPARATION COMPLEMENTED WITH MUCH NEEDED INCOME MANAGEMENT COUNSELING; 523 YOUTH WHO RECEIVED ACADEMIC ENRICHMENT SERVICES; 411 FAMILIES THAT RECEIVED ECONOMIC-SECURITY-FOCUSED COMPREHENSIVE CASE MANAGEMENT; AND OVER 952 WHO RECEIVED CHILDCARE SERVICES WITH OTHER SUPPORT SERVICES DESIGNED TO ENABLE THEM TO COMPETE FOR, SECURE AND MAINTAIN EMPLOYMENT. UPO ALSO COORDINATED COMMUNITY HEALTH INITIATIVES, COMMUNITY REINVESTMENT STRATEGIES, HOMEOWNERSHIP EDUCATION, ADVOCACY EFFORTS AND COMMUNITY ENGAGEMENT STRATEGIES. COMMUNITY SERVICES BLOCK GRANT (CSBG) FUNDS WERE ALSO USED TO SUPPORT HEAD START SERVICE DELIVERY, TRANSPORTATION FOR HOMELESS CUSTOMERS AND COMPREHENSIVE TREATMENT AMONG OTHER SERVICES AND PROGRAMS AIMED AT SELF-SUFFICIENCY.
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 16 EARLY LEARNING CENTERS AND PARTNERS WITH FIVE NON-PROFIT CHILD-CARE AGENCIES THAT HAVE CONTRACTS. UPO IS THE LARGEST PROVIDER OF EHS SERVICES IN WASHINGTON, DC. UPO-OEL IS ALSO A HUB FOR THE OFFICE OF THE STATE SUPERINTENDENT QUALITY IMPROVEMENT NETWORK (QIN) EARLY HEAD START-CHILD CARE PARTNERSHIP INITIATIVE. THE INITIATIVE PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO 15 CHILD-CARE PARTNERS IN DC TO SUPPORT THEM IN IMPLEMENTING HIGH-QUALITY 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 IS AN EDUCATIONAL PROGRAM THAT PROVIDES COMPREHENSIVE SERVICES FOR CHILDREN AND FAMILIES. UPO-OEL PROVIDES PARENT ENGAGEMENT, DEVELOPMENTAL SCREENINGS, MENTAL WELLNESS, HEALTH MONITORING, NUTRITIONAL ASSESSMENTS, AND SCHOOL READINESS. 10% OF THE CHILDREN UPO-OEL SERVICE HAVE A DIAGNOSED DISABILITY.
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Andrea D Thomas President & CEO | Officer | 40 | $193,936 |
Jose Francia Physician | 40 | $184,891 | |
Edgar R Lugo VP Of Fin. & CFO - Until 01/2021 | Officer | 40 | $139,180 |
Dianna Guinyard VP Of Operations & COO | 40 | $130,621 | |
Daniel Ofori-Addo Chief Impact Officer | 40 | $124,019 | |
Deedee George Director Of Affordable Housing | 40 | $123,317 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Cdw Computer Centers Inc It Services | 9/29/21 | $592,396 |
Ambrosia Philanthropy Advisors Llc Program Service Contractor | 9/29/21 | $699,780 |
Vida Senior Centers Program Service Contractor | 9/29/21 | $482,425 |
Csi Corporation Security Guard Services | 9/29/21 | $432,916 |
Mainmicro Technologies Corporation It Services | 9/29/21 | $348,695 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $122,989 |
Related organizations | $0 |
Government grants | $35,676,170 |
All other contributions, gifts, grants, and similar amounts not included above | $3,640,341 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $39,439,500 |
Total Program Service Revenue | $48,838 |
Investment income | $324 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $76,287 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | -$21,720 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $39,543,643 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,878,865 |
Grants and other assistance to domestic individuals. | $31,918 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $397,583 |
Compensation of current officers, directors, key employees. | $334,593 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $19,127,700 |
Pension plan accruals and contributions | $951,163 |
Other employee benefits | $1,577,683 |
Payroll taxes | $1,648,165 |
Fees for services: Management | $0 |
Fees for services: Legal | $32,277 |
Fees for services: Accounting | $124,643 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $3,909,442 |
Advertising and promotion | $72,000 |
Office expenses | $1,717,277 |
Information technology | $1,546,911 |
Royalties | $0 |
Occupancy | $1,286,443 |
Travel | $297,837 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $53,350 |
Interest | $4,620 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $647,593 |
Insurance | $93,213 |
All other expenses | $0 |
Total functional expenses | $38,738,609 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $8,002,679 |
Savings and temporary cash investments | $721,413 |
Pledges and grants receivable | $6,707,157 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $9,988 |
Prepaid expenses and deferred charges | $3,403 |
Net Land, buildings, and equipment | $6,412,370 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $100,682 |
Total assets | $21,957,692 |
Accounts payable and accrued expenses | $3,244,307 |
Grants payable | $0 |
Deferred revenue | $6,468,064 |
Tax-exempt bond liabilities | $3,924,173 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $2,885 |
Total liabilities | $13,639,429 |
Net assets without donor restrictions | $8,275,372 |
Net assets with donor restrictions | $42,891 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $21,957,692 |
Over the last fiscal year, United Planning Organization has awarded $1,878,864 in support to 13 organizations.
Grant Recipient | Amount |
---|---|
Washington, DC PURPOSE: CSBG - COMMUNITY SERVICES | $401,180 |
Washington, DC PURPOSE: CSBG - COMMUNITY SERVICES | $281,550 |
Washington, DC PURPOSE: CSBG - COMMUNITY SERVICES | $271,711 |
Washington, DC PURPOSE: CSBG - COMMUNITY SERVICES | $174,605 |
Washington, DC PURPOSE: CSBG - COMMUNITY SERVICES | $126,965 |
Washington, DC PURPOSE: HEAD START PROGRAM | $121,756 |
Over the last fiscal year, we have identified 6 grants that United Planning Organization has recieved totaling $106,732.
Awarding Organization | Amount |
---|---|
Greater Dc Diaper Bank Washington, DC PURPOSE: DIAPER NEEDS | $40,795 |
Wollenberg Foundation Menlo Park, CA PURPOSE: UNRESTRICTED | $30,000 |
District Of Columbia Primary Care Association Washington, DC PURPOSE: HHS-OAS OFFICE OF POPULATION AFFAIRS - DC NEXT! PROJECT | $20,000 |
Globalgiving Foundation Inc Washington, DC PURPOSE: FUNDS RAISED BY GLOBALGIVING AND DISBURSED TO MEET DONOR EXPECTATIONS | $12,138 |
Buffett Early Childhood Fund Omaha, NE PURPOSE: MLK BREAKFAST BENEFIT SUPPORT | $3,750 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $49 |
Net Contributions | $27,891 |
Ending Balance | $27,891 |
Organization Name | Assets | Revenue |
---|---|---|
Associated Catholic Charities Inc Timonium, MD | $200,755,872 | $142,713,595 |
Democracy Fund Inc Washington, DC | $93,636,268 | $59,747,292 |
Interchurch Medical Assistance Inc Washington, DC | $35,417,903 | $56,104,166 |
Mag America Inc Washington, DC | $11,970,594 | $53,429,692 |
Friends Of The World Food Program Inc Washington, DC | $25,343,754 | $59,828,688 |
Catholic Charities Of The Archdiocese Of Washington Inc Washington, DC | $69,271,644 | $52,757,033 |
City First Enterprises Inc Washington, DC | $50,642,589 | $41,161,285 |
United Planning Organization Washington, DC | $21,957,692 | $39,543,643 |
Navy Marine Coast Guard Residence Foundation Mclean, VA | $169,576,374 | $36,329,894 |
Jewish Social Service Agency Rockville, MD | $78,004,250 | $40,027,018 |
American Action Network Inc Washington, DC | $3,726,560 | $29,638,224 |
Medsource Community Services Inc Hagerstown, MD | $13,934,817 | $31,083,317 |