Civic Intelligence

United Progress Inc.

990 • Fiscal year 2020 • EIN 22-1762745

Oct 01, 2019 to Sep 30, 2020 • Filed on Sep 23, 2020

56 Escher StreetTrenton, NJ 08609

(609) 392-2161

Siviq Scores

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

Liabilities / Assets

98th percentile

2.20x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

1.09x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Net Margin

28th percentile

-3.2%

Higher net margin than 28% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$272,164

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Asset Growth

95th percentile

413%

Faster asset growth than 95% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-29%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$326,602

Up $262,969 (+413%) from 2019

Net Assets

Down

-$392,707

Down $168,447 (-75%) from 2019

Liabilities

Up

$719,309

Up $431,416 (+150%) from 2019

Revenue

Down

$660,080

Down $268,396 (-29%) from 2019

Expenses

Down

$681,475

Down $473,457 (-41%) from 2019

Net Income

Up

-$21,395

Up $205,061 (+91%) from 2019

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

2020

Assets$326,602
Liabilities$719,309
Net Assets-$392,707

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

2020

Revenue$660,080
Expenses$681,475
Net Income-$21,395
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Sep 23, 2020
Return Version
2019v5.0
Gross Receipts
$660,080
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,888$246,885▲ $242,997
Pledges and Grants Receivable$191,665$61,417▼ $130,248
Prepaid Expenses and Deferred Charges$5,313$13,300▲ $7,987
Total Assets$205,866$326,602▲ $120,736
Other Assets Total$5,000$5,000→ $0
Liabilities
Unsecured Notes Loans Payable$283,953$298,611▲ $14,658
Deferred Revenue-$294,102-
Other Liabilities$149,926--
Accounts Payable and Accrued Expenses$143,299$126,596▼ $16,703
Total Liabilities$577,178$719,309▲ $142,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-371,312$-392,707▼ $21,395
Total Net Assets Fund Balance$-371,312$-392,707▼ $21,395
Total Liabilities and Net Assets / Fund Balance$205,866$326,602▲ $120,736

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$109,556$109,556
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie DonaExecutive DiFT$136,082$136,082$272,164
Leslie DonaExecutive Director-$136,082-$136,082

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$650,432
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$9,648
All Other Contributions
$18,731
Change in Net Assets
$-21,395

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$90,095
Total Noncash Contributions1$90,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$399,052
Other Expenses$282,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$175,060$8,986-$184,046
Current Officers, Directors, Trustees, and Key Employees$129,438$6,644-$136,082
Occupancy$53,623$2,822-$56,445
Fees for Services Accounting$47,528$6,672-$54,200
Other Employee Benefits$42,475$2,012-$44,487
Payroll Taxes$32,688$1,749-$34,437
Fees for Services Other$21,757$3,054-$24,811
Insurance$18,518$1,091-$19,609
Other Expenses$11,835$755-$12,590
All Other Expenses$6,108$236-$6,344
Fees for Services Legal$4,384$616-$5,000
Total Functional Expenses$633,463$48,012$0$681,475
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
No
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 2

Derrick wiggins errick wiggins brothers

Form 990, Page 6, Part VI, Line 7A

AVAILABLE UPON REQUEST

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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 obligstion is reviewed and independence established.

Form 990, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, Line 15B

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

Form 990, Page 6, Part VI, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
United Progress Inc
EIN
22-1762745
Address
56 ESCHER STREET, TRENTON, NJ 08609

Signing Officer

Name
Leslie Dona
Title
Executive Director
Signed
2020-09-23

Organization Details

Principal Officer
Leslie Dona
Voting Board Members
8
Independent Board Members
8
Employees
6

Preparer

Firm
Magone & Company Pc
Address
56 LIVINGSTON AVENUE STE 250, ROSELAND, NJ 07068-1733
Preparer
Nick Magone CPA Cgma Cfp
Phone
9733012300
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0862
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020909
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IRS990ScheduleA/PublicSupportCY170Pct00.99510
IRS990ScheduleA/PublicSupportPY170Pct00.99590
IRS990ScheduleA/PublicSupportTotal170Amt04224120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0650432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0569170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0825032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0890211
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01289275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04224120
IRS990ScheduleA/TotalSupportAmt04245029
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0109556
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0109556
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0136082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0136082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LESLIE DONA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0136082
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt090095
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DERRICK WIGGINS ERRICK WIGGINS BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INDEPENDENT AUDITOR COMPLETES THE 990 BASED ON THE BOOKS AND REOCRDS AT THE TIME OF PREPARATION. THE 990 IS PRESENTED,REVIEWED AND APPROVED BY THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL 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 OBLIGSTION IS REVIEWED AND INDEPENDENCE ESTABLISHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INDEPENDENT REVIEWS AND APPROVALS ARE SIGNED BY THE AUTHORIZING INDIVIDUAL AND ARE MAINTAINED IN THE INDIVIDUAL'S PERSONNEL FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL INDEPENDENT REVIEWS AND APPROVALS ARE SIGNED BY THE AUTHORIZING INDIVIDUAL AND ARE MAINTAINED IN THE INDIVIDUAL'S PERSONNEL FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0326602
IRS990/TotalAssetsGrp/BOYAmt0205866
IRS990/TotalAssetsGrp/EOYAmt0326602
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IRS990/TotalContributionsAmt0650432
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048012
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0633463
IRS990/TotalFunctionalExpensesGrp/TotalAmt0681475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0577178
IRS990/TotalLiabilitiesEOYAmt0719309
IRS990/TotalLiabilitiesGrp/BOYAmt0577178
IRS990/TotalLiabilitiesGrp/EOYAmt0719309
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-371312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-392707
IRS990/TotalProgramServiceExpensesAmt0633463
IRS990/TotalReportableCompFromOrgAmt0136082
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09648
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0660080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0326602
IRS990/TotReportableCompRltdOrgAmt0136082
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0283953
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0298611
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt056 ESCHER STREET
IRS990/USAddress/CityNm0TRENTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008609
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE DONA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED PROGRESS INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0221762745
ReturnHeader/Filer/USAddress/AddressLine1Txt056 ESCHER STREET
ReturnHeader/Filer/USAddress/CityNm0TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272987943
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAGONE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 LIVINGSTON AVENUE STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070681733
ReturnHeader/PreparerPersonGrp/PhoneNum09733012300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK MAGONE CPA CGMA CFP
ReturnHeader/ReturnTs02021-09-23T08:12:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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