Civic Intelligence

United Progress Inc.

990 • Fiscal year 2017 • EIN 22-1762745

Oct 01, 2016 to Sep 30, 2017 • Filed on Oct 15, 2018

162 West State StreetTrenton, 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

0.37x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.08x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

3rd percentile

-34%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$263,543

Down $138,414 (-34%) from 2016

Net Assets

Down

$166,966

Down $37,508 (-18%) from 2016

Liabilities

Down

$96,577

Down $100,906 (-51%) from 2016

Revenue

Down

$1,142,300

Down $150,275 (-12%) from 2016

Expenses

Down

$1,312,710

Down $307,072 (-19%) from 2016

Net Income

Up

-$170,410

Up $156,797 (+48%) from 2016

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

2017

Assets$263,543
Liabilities$96,577
Net Assets$166,966

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

2017

Revenue$1,142,300
Expenses$1,312,710
Net Income-$170,410
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Oct 15, 2018
Return Version
2016v3.0
Gross Receipts
$1,142,300
Mission and Program Overview

Mission

It's primary purpose 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.

To improve the living, working, housing, health, recreational and educational conditions of people in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$254,246$201,310▼ $52,936
Cash and Non-Interest-Bearing Accounts$143,753$57,576▼ $86,177
Prepaid Expenses and Deferred Charges$3,958$4,657▲ $699
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$401,957$263,543▼ $138,414
Other Assets Total-$0-
Liabilities
Deferred Revenue$191,725--
Accounts Payable and Accrued Expenses$5,758$96,577▲ $90,819
Total Liabilities$197,483$96,577▼ $100,906
Net Assets / Fund Balance
Unrestricted Net Assets$204,474$166,966▼ $37,508
Total Net Assets Fund Balance$204,474$166,966▼ $37,508
Total Liabilities and Net Assets / Fund Balance$401,957$263,543▼ $138,414
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie DonaExecutive DirectorFT$147,825$18,368$147,825

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$890,211
Program Service Revenue
$251,227
Investment Income
$0
Other Revenue
$862
All Other Contributions
$123,231
Change in Net Assets
$-170,410

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
Food Inventory$123,231Measure in Lbs
Total Noncash Contributions$123,231-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$807,952
Other Expenses$504,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$358,211$98,415-$456,626
Current Officers, Directors, Trustees, and Key Employees$131,025$31,665-$162,690
Other Employee Benefits$92,154$24,502-$116,656
Occupancy$101,605$10,460-$112,065
All Other Expenses$75,619$14,389-$90,008
Payroll Taxes$56,861$15,119-$71,980
Fees for Services Accounting$53,497$12,529-$66,026
Other Expenses$31,979$8,382-$31,979
Office Expenses$21,514$5,379-$26,893
Insurance$21,493$5,373-$26,866
Fees for Services Legal$10,470--$10,470
Travel$3,095--$3,095
Advertising-$96-$96
Total Functional Expenses$1,086,401$226,309$0$1,312,710
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Derrick wiggins and errick wiggins are brothers.

Form 990, Part VI, Line 11B: Form 990 Review Process

The independent auditor completes the 990 based on the books and records at the time of preparation. The 990 is presented,reviewed and approved by the board members.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

All independent reviews and approvals are signed by the authorizing individual and are maintained in the individual's personnel file

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

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

Signing Officer

Name
Leslie Dona
Title
Executive Director
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
34

Preparer

Firm
Cullari Carrico LLC
Address
55 Lane Road Ste 300, Fairfield, NJ 07004
Preparer
John Carrico Jr
Phone
9734063955
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IRS990/OtherRevenueTotalAmt0862
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098415
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0358211
IRS990/OtherSalariesAndWagesGrp/TotalAmt0456626
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015119
IRS990/PayrollTaxesGrp/ProgramServicesAmt056861
IRS990/PayrollTaxesGrp/TotalAmt071980
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0254246
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0201310
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03958
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04657
IRS990/PriorPeriodAdjustmentsAmt0132902
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0240353
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0240353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110874
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01289275
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0580272
IRS990/PYOtherRevenueAmt03300
IRS990/PYRevenuesLessExpensesAmt0-327207
IRS990/PYSalariesCompEmpBnftPaidAmt01039510
IRS990/PYTotalExpensesAmt01619782
IRS990/PYTotalRevenueAmt01292575
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-170410
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01142300
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0890211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01289275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01567879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01585254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01396812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06729431
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0862
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04162
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt06729431
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0890211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01289275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01567879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01585254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01396812
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06729431
IRS990ScheduleA/TotalSupportAmt06733593
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0147825
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018368
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Leslie Dona
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0147825
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt018368
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/FoodInventoryGrp/MethodOfDeterminingRevenuesTxt0MEASURE IN LBS
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt0123231
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
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 PRESENTED,REVIEWED AND APPROVED BY THE BOARD MEMBERS.
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 independent reviews and approvals are signed by the authorizing individual and are maintained in the individual's personnel file
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0401957
IRS990/TotalAssetsEOYAmt0263543
IRS990/TotalAssetsGrp/BOYAmt0401957
IRS990/TotalAssetsGrp/EOYAmt0263543
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0890211
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0226309
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01086401
IRS990/TotalFunctionalExpensesGrp/TotalAmt01312710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0197483
IRS990/TotalLiabilitiesEOYAmt096577
IRS990/TotalLiabilitiesGrp/BOYAmt0197483

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