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Nonprofit · EIN 52-0788987

UNITED PLANNING ORGANIZATION

Tax-exempt · WASHINGTON, DC 20001

Financials

$41.5M$40.8M2022$48.7M$51M2023$42.5M$48.9M2024
Revenue Expenses · by fiscal year end
Financials of UNITED PLANNING ORGANIZATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$42,513,429$48,882,589-$6,369,160$10,604,545$7,747,045$2,857,500
September 30, 2024990$48,707,737$51,007,583-$2,299,846$15,156,705$5,930,045$9,226,660
September 30, 2023990$41,526,616$40,810,721$715,895$17,994,375$6,467,869$11,526,506
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$42,374,444
of which government grants
$40,319,685
Program service revenue
$0
Investment income
$0
Net income from fundraising events
$128,646
Other revenue
$138,985

Expenses

Grants and similar amounts paid
$719,715
Compensation of officers, directors and key employees
$840,765
Other salaries and wages
$27,124,532
Salaries, compensation and benefits (total)
$34,079,830
Professional fundraising fees
$0
Occupancy
$3,093,214
Travel
$169,113
Depreciation
$635,162
Program services (functional)
$40,840,670
Management and general (functional)
$7,991,250
Fundraising (functional)
$50,669

Balance sheet and other

Total assets, start of year
$15,156,705
Total assets, end of year
$10,604,545
Total liabilities, end of year
$7,747,045
Net assets, end of year
$2,857,500
Land, buildings and equipment
$3,906,363
Net assets without donor restrictions
$2,821,034
Net assets with donor restrictions
$36,466
Gross receipts
$42,565,730
Employees
512
Volunteers
213
Year formed
1962
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ANDREA D THOMASPRESIDENT & CEO
Highest-paid employee
40$216,670$19,231
DANIEL OFORI-ADDOCHIEF IMPACT OFFICER
Highest-paid employee
40$165,771$29,388
SYRITA ROBINSONVICE PRESIDENT - OFFICE OF EARLY LEARNING
Highest-paid employee
40$145,563$32,860
CHARLES AKINMADEVICE PRESIDENT - FINANCE & CFO
Highest-paid employee
40$162,254$9,067
DIANNA GUINYARDVICE PRESIDENT - OPERATIONS
Highest-paid employee
40$150,507$15,472
CHRISTOPHER SENNETTELECTED BY UPO BOARD
Trustee or director
1$0$0
ARON SZAPIROELECTED BY UPO BOARD
Trustee or director
1$0$0
CHARELL WILLIAMSPARENT POLICY COUNCIL REPRESENTATIVE
Trustee or director
1$0$0
JOAN WILLIAMSREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
DORJAN SHORTDESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA
Trustee or director
1$0$0
HADIYAH M MUHAMMADREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
DR CHRISTINE M WARNKEREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
TONYA CRAWFORDREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
LAURA MANVILLEELECTED BY UPO BOARD
Trustee or director
1$0$0
LOREN COXDESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA
Trustee or director
1$0$0
10 more people on this return
NameTitleHours / weekCompensation
NKOSI BRADLEYREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
2$0
ROBERT THORNEELECTED BY UPO BOARD
Trustee or director
1$0
CHRISTIAN CLANSKYELECTED BY UPO BOARD
Trustee or director
1$0
SALIM K ADOFOREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0
SHAKIRA HEMPHILLDESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA
Trustee or director
1$0
REGINALD BLACKELECTED BY UPO BOARD
Trustee or director
1$0
JENNIFER PARK PHD(VICE CHAIR)
Officer
4$0
BARBARA BOVBJERG(TREASURER)
Officer
4$0
MICHAEL AUSTIN(SECRETARY)
Officer
4$0
LAFAYETTE BARNES(CHAIR)
Officer
4$0
990 for the year ended September 30, 2024: 27 people
NameTitleHours / weekCompensation
THOMAS ANDREA DPRESIDENT & CEO
Officer
40$206,194
ANDREW HARRISVICE PRESIDENT - FINANCE &CFO
Highest-paid employee
40$175,928
TELELE JIMAEMPLOYEE
Highest-paid employee
40$161,367
OFORI-ADDO DANIELCHIEF IMPACT OFFICER
Highest-paid employee
40$150,002
ROBINSON SYRITAVICE PRESIDENT - OFFICE OF
Highest-paid employee
40$149,274
GUINYARD DIANNAVICE PRESIDENT - OPERATION
Highest-paid employee
40$141,184
JEAN HYVRONVICE PRESIDENT - TECHNOLOG
Highest-paid employee
40$132,156
RUTHVEN PHILLIP ESQ(CHAIR)
Trustee or director, Officer
4$0
MARY ELLEN CURTIN(SECRETARY)
Trustee or director, Officer
4$0
BARBARA BOVBJERG(TREASURER)
Trustee or director, Officer
4$0
KEVIN CHAVOUS ESQ(VICE CHAIR)
Trustee or director, Officer
4$0
LAFAYETTE BARNESDIRECTOR
Trustee or director
1$0
MICHAEL AUSTINDESIGNATED BY MAYOR OF THE
Trustee or director
1$0
LAFAYETTE BARNESDESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA
Trustee or director
1$0
ROBERT W WARRENDIRECTOR
Trustee or director
1$0
OLIVER SPURGEONDIRECTOR
Trustee or director
1$0
LAURA MANVILLEELECTED BY UPO BOARD
Trustee or director
1$0
ROBERT W WARRENELECTED BY UPO BOARD
Trustee or director
1$0
ROBERT THORNEELECTED BY UPO BOARD
Trustee or director
1$0
CHRISTIAN CLANSKYELECTED BY UPO BOARD
Trustee or director
1$0
ARON SZAPIROELECTED BY UPO BOARD
Trustee or director
1$0
JENNIFER PARK PHDELECTED BY UPO BOARD/(OHS
Trustee or director
1$0
DR CHRISTINE M WARNKEREPRESENTATIVE OF LOW-INCO
Trustee or director
1$0
SALIM K ADOFOREPRESENTATIVE OF LOW-INCO
Trustee or director
1$0
RHONDA N HAMILTONREPRESENTATIVE OF LOW-INCO
Trustee or director
1$0
HADIYAH M MUHAMMADREPRESENTATIVE OF LOW-INCO
Trustee or director
1$0
OLIVER SPURGEON IIIREPRESENTATIVE OF LOW-INCO
Trustee or director
2$0
990 for the year ended September 30, 2023: 26 people
NameTitleHours / weekCompensationOther / benefits
THOMAS ANDREA DPRESIDENT & CEO
Officer
40$194,616$16,135
OFORI-ADDO DANIELCHIEF IMPACT OFFICER
Highest-paid employee
40$155,414$23,502
ROBINSON SYRITAVICE PRESIDENT - OFFICE OF EARLY LEARNING
Highest-paid employee
40$142,988$26,307
GUINYARD DIANNAVICE PRESIDENT - OPERATIONS
Highest-paid employee
40$142,240$13,254
TELELE JIMAEMPLOYEE
Highest-paid employee
40$136,037$10,813
JEAN HYVRONVICE PRESIDENT - TECHNOLOGY
Highest-paid employee
40$131,853$7,252
RUTHVEN PHILLIP ESQ(CHAIR)
Trustee or director, Officer
4$0$0
MARY ELLEN CURTIN(SECRETARY)
Trustee or director, Officer
4$0$0
BARBARA BOVBJERG(TREASURER)
Trustee or director, Officer
4$0$0
KEVIN CHAVOUS ESQ(VICE CHAIR)
Trustee or director, Officer
4$0$0
LAFAYETTE BARNESDESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA
Trustee or director
2$0$0
MICHAEL AUSTINDESIGNATED BY MAYOR OF THE DISTRICT OF COLUMBIA
Trustee or director
1$0$0
LAFAYETTE BARNESDIRECTOR
Trustee or director
1$0$0
ROBERT W WARRENDIRECTOR
Trustee or director
1$0$0
OLIVER SPURGEONDIRECTOR
Trustee or director
1$0$0
LAURA MANVILLEELECTED BY UPO BOARD
Trustee or director
1$0$0
ROBERT W WARRENELECTED BY UPO BOARD
Trustee or director
1$0$0
ROBERT THORNEELECTED BY UPO BOARD
Trustee or director
1$0$0
CHRISTIAN CLANSKYELECTED BY UPO BOARD
Trustee or director
1$0$0
ARON SZAPIROELECTED BY UPO BOARD
Trustee or director
1$0$0
JENNIFER PARK PHDELECTED BY UPO BOARD/(OHS POLICY COUNCIL)
Trustee or director
1$0$0
DR CHRISTINE M WARNKEREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
SALIM K ADOFOREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
RHONDA N HAMILTONREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
HADIYAH M MUHAMMADREPRESENTATIVE OF LOW-INCOME RESIDENTS
Trustee or director
1$0$0
OLIVER SPURGEON IIIREPRESENTATIVE OF LOW-INCOME RESIDENTS WARD 8
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
301 RHODE ISLAND AVE NW, WASHINGTON, DC 20001-1826
Principal officer (990 for 2024)
ANDREA THOMAS, 301 RHODE ISLAND AVENUE NW, WASHINGTON, DC 20001
Signed the 990
ANDREA THOMAS, PRESIDENT & CEO
Phone
(202) 238-4600
Return prepared by
SB & COMPANY LLC

Mission

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

990 for the year ended September 30, 2025

Program accomplishments

  • 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 2025, 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 53,321 LOW-INCOME MEN, WOMEN, AND CHILDREN IN ALL FOUR QUADRANTS AND EIGHT WARDS OF WASHINGTON, DC. AS A RESULT OF THE SERVICES PROVIDED, 795 INDIVIDUALS WITH LOW INCOMES SECURED EMPLOYMENT THAT PLACED THEM IN A BETTER POSITION TO ATTAIN SELF-SUFFICIENCY; 244 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; 837 CUSTOMERS RECEIVED TAX PREPARATION SERVICES AND SECURED REFUNDS WITH UPO'S FREE TAX PREPARATION COMPLIMENTED WITH MUCH-NEEDED INCOME MANAGEMENT COUNSELING; 315 YOUTH WHO RECEIVED ACADEMIC ENRICHMENT SERVICES; OVER 1,000 YOUTH MENTORED BY FOSTER GRANDPARENTS; AND 1,064 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, TWELVE DIRECTLY OPERATED EARLY HEAD START SITES, TWO PARTNER-FUNDED SITES, AND THROUGH CONTRACTUAL RELATIONSHIPS WITH SIX (6) 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.
    Expenses $15,235,887
  • 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 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. THE QIN-HUB INITIATIVE PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO 12 EARLY LEARNING AND 14 FAMILY EARLY LEARNING PARTNERS IN DC TO SUPPORT THEM IN IMPLEMENTING HIGH QUALITY SERVICES FOR 466 FUNDED CHILDREN. THE QIN-HUB IS A QUALITITY IMPROVEMENT NETWORK INITIATIVE. HEAD START AND EARLY HEAD START ARE EDUCATIONAL PROGRAMS THAT PROVIDE COMPREHENSIVE SERVICES FOR CHILDREN AND FAMILIES.
    Expenses $22,473,031 · grants $719,715
  • 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.
    Expenses $3,131,752

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
52-0788987
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1964
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P200)
Assets (IRS master file)
$10,604,545
Income (IRS master file)
$42,565,730

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$42,513,429$48,882,589$10,604,545XML
990September 2024$48,707,737$51,007,583$15,156,705XML
990September 2023$41,526,616$40,810,721$17,994,375XML
990September 2022$57,125,608$54,653,983$21,237,350IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0788987).

Questions about UNITED PLANNING ORGANIZATION

What is the EIN of UNITED PLANNING ORGANIZATION?
The employer identification number (EIN) of UNITED PLANNING ORGANIZATION is 52-0788987.
Is UNITED PLANNING ORGANIZATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to UNITED PLANNING ORGANIZATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED PLANNING ORGANIZATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED PLANNING ORGANIZATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED PLANNING ORGANIZATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of UNITED PLANNING ORGANIZATION?
The 990 for the year ended September 30, 2025 names ANDREA THOMAS.
Who are the officers and directors of UNITED PLANNING ORGANIZATION?
The 990 for the year ended September 30, 2025 lists 25 people; 5 received compensation from the organization, the highest $216,670 (ANDREA D THOMAS, PRESIDENT & CEO).
How much revenue does UNITED PLANNING ORGANIZATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $42,513,429, expenses of $48,882,589 and total assets of $10,604,545 at year end.

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