Civic Intelligence

United Progress Inc.

990 • Fiscal year 2016 • EIN 22-1762745

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

162 West State StTrenton, NJ 08618

(609) 392-2161

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.49x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.15x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-25%

Higher net margin than 8% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

88th percentile

$169,652

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Asset Growth

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-5.2%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$401,957

Down $138,779 (-26%) from 2015

Net Assets

Down

$204,474

Down $313,990 (-61%) from 2015

Liabilities

Up

$197,483

Up $175,211 (+787%) from 2015

Revenue

Down

$1,292,575

Down $71,436 (-5.2%) from 2015

Expenses

Up

$1,619,782

Up $142,235 (+9.6%) from 2015

Net Income

Down

-$327,207

Down $213,671 (-188%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $734,426Liabilities 2011: $41,457Net Assets 2011: $692,9692011Assets 2012: $740,409Liabilities 2012: $47,171Net Assets 2012: $693,2382012Assets 2013: $728,526Liabilities 2013: $37,398Net Assets 2013: $691,1282013Assets 2014: $682,600Liabilities 2014: $50,600Net Assets 2014: $632,0002014Assets 2015: $540,736Liabilities 2015: $22,272Net Assets 2015: $518,4642015Assets 2016: $401,957Liabilities 2016: $197,483Net Assets 2016: $204,4742016Assets 2017: $263,543Liabilities 2017: $96,577Net Assets 2017: $166,9662017Assets 2018: $63,633Liabilities 2018: $287,893Net Assets 2018: -$224,2602018Assets 2019: $63,633Liabilities 2019: $287,893Net Assets 2019: -$224,2602019Assets 2020: $326,602Liabilities 2020: $719,309Net Assets 2020: -$392,7072020Assets 2021: $165,568Liabilities 2021: $482,372Net Assets 2021: -$316,8042021Assets 2023: $128,559Liabilities 2023: $481,754Net Assets 2023: -$353,1952023Assets 2024: $130,517Liabilities 2024: $466,526Net Assets 2024: -$336,0092024

Highlighted filing

2016

Assets$401,957
Liabilities$197,483
Net Assets$204,474

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,439,337Expenses 2011: $1,436,559Net Income 2011: $2,7782011Revenue 2012: $1,502,251Expenses 2012: $1,501,982Net Income 2012: $2692012Revenue 2013: $1,396,812Expenses 2013: $1,398,922Net Income 2013: -$2,1102013Revenue 2014: $1,577,535Expenses 2014: $1,636,663Net Income 2014: -$59,1282014Revenue 2015: $1,364,011Expenses 2015: $1,477,547Net Income 2015: -$113,5362015Revenue 2016: $1,292,575Expenses 2016: $1,619,782Net Income 2016: -$327,2072016Revenue 2017: $1,142,300Expenses 2017: $1,312,710Net Income 2017: -$170,4102017Revenue 2018: $928,476Expenses 2018: $1,154,932Net Income 2018: -$226,4562018Revenue 2019: $928,476Expenses 2019: $1,154,932Net Income 2019: -$226,4562019Revenue 2020: $660,080Expenses 2020: $681,475Net Income 2020: -$21,3952020Revenue 2021: $899,452Expenses 2021: $823,549Net Income 2021: $75,9032021Revenue 2023: $825,310Expenses 2023: $868,310Net Income 2023: -$43,0002023Revenue 2024: $1,008,700Expenses 2024: $991,514Net Income 2024: $17,1862024

Highlighted filing

2016

Revenue$1,292,575
Expenses$1,619,782
Net Income-$327,207
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$1,292,575
Mission and Program Overview

Mission

The organization's mission is to plan, conduct, and take action toward the improvement of the living, working, housing, health, recreational and educational conditions of people who are in need of help and guidance.

Community anti-poverty programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$305,017$254,246▼ $50,771
Cash and Non-Interest-Bearing Accounts$231,123$143,753▼ $87,370
Prepaid Expenses and Deferred Charges$4,596$3,958▼ $638
Total Assets$540,736$401,957▼ $138,779
Liabilities
Deferred Revenue-$191,725-
Accounts Payable and Accrued Expenses$22,272$5,758▼ $16,514
Total Liabilities$22,272$197,483▲ $175,211
Net Assets / Fund Balance
Unrestricted Net Assets$518,464$204,474▼ $313,990
Total Net Assets Fund Balance$518,464$204,474▼ $313,990
Total Liabilities and Net Assets / Fund Balance$540,736$401,957▼ $138,779
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie DonaExecutive DirectorFT$140,000$29,652$169,652

Board Members and Trustees

NameTitle
Doris Mason-griffinBoard President
Bart CookBoard Member
Destyne PittsBoard Member
Eric E JacksonBoard Member
Erick WigginsBoard Member
Ernest FowlerBoard Member
Samuel T FrisbyBoard Member
Quierra ReedBoard Secretary
Derrick WigginsBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,289,275
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$3,300
All Other Contributions
$176,776
Change in Net Assets
$-327,207

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$176,776Fair Market Value
Total Noncash Contributions$176,776-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,039,510
Other Expenses$580,272
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$604,132$18,476-$622,608
Current Officers, Directors, Trustees, and Key Employees$84,826$84,826-$169,652
Other Employee Benefits$137,075$18,692-$155,767
Occupancy$93,435$7,033-$100,468
Payroll Taxes$80,505$10,978-$91,483
All Other Expenses$28,455$9,500-$37,955
Fees for Services Accounting-$28,375-$28,375
Insurance$22,376$4,912-$27,288
Other Expenses$23,000$1,639-$23,000
Travel$3,022$336-$3,358
Total Functional Expenses$1,416,981$202,801$0$1,619,782
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Derrick wiggins and errick wiggins are brothers.

Form 990, Part VI, Section B, Line 11

The independent auditor completes the 990 based on the books and records at the time of preparation. The 990 is then presented to the board at its next meeting provided that meeting occurs before the filing deadline. Board members review the 990, discuss it with the executive director and controller and clarify any questions prior to filing.

Form 990, Part VI, Section B, Line 12C

All employees and board members are required to sign the conflict of interest policy. For all new hires, affirmation of non-nepotism is established by management. Any new contractual obligation is reviewed and independence established.

Form 990, Part VI, Section B, Line 15

All employee salaries are grant based. In a static grant environment there are no salary increases since compensation is determined by what grant funders allow. The board reviews salary modifications as they are received from funding agencies, which are normally state or local governmnets or units thereof. If the organization is advised by a grantor that an employee position will no longer be funded, the employee loses that portion of total compensation. The board does not replace the lost compensation from other sources. The board reviews salary changes each time a grant application is resubmitted for continuted annual funding or a new grant/program is funded. Reapplications for annual funding of existing programs and funding for new programs happen throughout the year, hence board members receive grant and salary information at each board meeting.

Form 990, Part VI, Section C, Line 19

Information is available at the organization's office upon request.

Filing and Contact Details

Filer

Filer Name
United Progress Inc
EIN
22-1762745
Phone
6093922161
Address
162 WEST STATE ST, TRENTON, NJ 08618

Signing Officer

Name
Leslie a Dona
Title
Executive Director
Phone
6093922161
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie a Dona
Formed
1967
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
32
Volunteers
0

Preparer

Firm
SOBEL & CO LLC CPA'S
Address
293 EISENHOWER PARKWAY, LIVINGSTON, NJ 07039-1711
Preparer
Bridget Hartnett
Phone
9739949494
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Financial statement adjustment after 9/30/15 990 was completed 13,217.

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01502251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07341471
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07341471
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01289275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01567879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01585254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01396812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01502251
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07341471
IRS990ScheduleA/TotalSupportAmt07344771
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09652
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LESLIE DONA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0169652
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PROCESS IS THE SAME AS DESCRIBED FOR OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
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IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt0176776
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DERRICK WIGGINS AND ERRICK WIGGINS ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INDEPENDENT AUDITOR COMPLETES THE 990 BASED ON THE BOOKS AND RECORDS AT THE TIME OF PREPARATION. THE 990 IS THEN PRESENTED TO THE BOARD AT ITS NEXT MEETING PROVIDED THAT MEETING OCCURS BEFORE THE FILING DEADLINE. BOARD MEMBERS REVIEW THE 990, DISCUSS IT WITH THE EXECUTIVE DIRECTOR AND CONTROLLER AND CLARIFY ANY QUESTIONS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY. FOR ALL NEW HIRES, AFFIRMATION OF NON-NEPOTISM IS ESTABLISHED BY MANAGEMENT. ANY NEW CONTRACTUAL OBLIGATION IS REVIEWED AND INDEPENDENCE ESTABLISHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL EMPLOYEE SALARIES ARE GRANT BASED. IN A STATIC GRANT ENVIRONMENT THERE ARE NO SALARY INCREASES SINCE COMPENSATION IS DETERMINED BY WHAT GRANT FUNDERS ALLOW. THE BOARD REVIEWS SALARY MODIFICATIONS AS THEY ARE RECEIVED FROM FUNDING AGENCIES, WHICH ARE NORMALLY STATE OR LOCAL GOVERNMNETS OR UNITS THEREOF. IF THE ORGANIZATION IS ADVISED BY A GRANTOR THAT AN EMPLOYEE POSITION WILL NO LONGER BE FUNDED, THE EMPLOYEE LOSES THAT PORTION OF TOTAL COMPENSATION. THE BOARD DOES NOT REPLACE THE LOST COMPENSATION FROM OTHER SOURCES. THE BOARD REVIEWS SALARY CHANGES EACH TIME A GRANT APPLICATION IS RESUBMITTED FOR CONTINUTED ANNUAL FUNDING OR A NEW GRANT/PROGRAM IS FUNDED. REAPPLICATIONS FOR ANNUAL FUNDING OF EXISTING PROGRAMS AND FUNDING FOR NEW PROGRAMS HAPPEN THROUGHOUT THE YEAR, HENCE BOARD MEMBERS RECEIVE GRANT AND SALARY INFORMATION AT EACH BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INFORMATION IS AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENT ADJUSTMENT AFTER 9/30/15 990 WAS COMPLETED 13,217.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt0401957
IRS990/TotalCompGreaterThan150KInd01
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IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0202801
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01416981
IRS990/TotalFunctionalExpensesGrp/TotalAmt01619782
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022272
IRS990/TotalLiabilitiesEOYAmt0197483
IRS990/TotalLiabilitiesGrp/BOYAmt022272
IRS990/TotalLiabilitiesGrp/EOYAmt0197483
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0518464
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0204474
IRS990/TotalOtherCompensationAmt09652
IRS990/TotalProgramServiceExpensesAmt01416981
IRS990/TotalReportableCompFromOrgAmt0160000
IRS990/TotalRevenueGrp/ExclusionAmt03300
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01292575
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0540736
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0401957
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0336
IRS990/TravelGrp/ProgramServicesAmt03022
IRS990/TravelGrp/TotalAmt03358
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0518464
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0204474
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0162 WEST STATE STREET
IRS990/USAddress/CityNm0TRENTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008618
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE A DONA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06093922161
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED PROGRESS INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0221762745

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