Nonprofit screen
Screen a listUnited Planning Organization
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$43Mrevenue
FY2025 · −26% in 3 yrs512staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−15.0%
Months of reserve0.6mo
Revenue growth (annualized)+3.9%
Middle half of peersMedianUnited Planning Organization
Where the money goes FY2025 · $49M spent
Programs$41M84%Management and general$8.0M16%Fundraising$51k0%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$2.3M in FY2024 and −$6.4M in FY2025. Cash covers 0.6 months, under the peer median of 1.8.
990 Part I and balance sheetIn its favor2
Strong governance
20 of 20 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 9 of its 9 returns, 95% of revenue in FY2025. $120M is traced federal awards from Department of Health and Human Services.
990 Part VIII · USAspending20funders
$667ka year, last 3 years
76%from its largest funder
Funder’17’18’19’20’21’22’23Low Income Investment FundSince FY2022$15k$1.5MThe Wollenberg FoundationStopped after FY2022$30k$30k$30k$30k$30k$30k–Td Charitable FoundationStopped after FY2022$15k$100k$20k–Truist Foundation IncNew in FY2023$135kUnited Way of the National Capital AreaStopped after FY2021$34k$9k$33k$25k–Globalgiving Foundation IncSince FY2018$9k$6k$12k$12k$16k$6kDonor-advised giftsDonors not disclosed$18k$22k$15k$29k$8k$10k$237 other fundersUp to $50k a year each$21k$20k$28k$44k$50k
FundedThrough a donor-advised fundStopped