UPSTREAM USA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPSTREAM USA INC (EIN 35-2581424)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-29
- IRS object ID
- 202441729349301314
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-29T13:44:55-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352581424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPSTREAM USA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPST | BusinessNameControlTxt |
| Phone | 6176559864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Oliver Street Suite 402 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jessica Greenfield | PersonNm |
| Person Title | Treasurer and CFO | PersonTitleTxt |
| Phone | 6176559864 | PhoneNum |
| Signature | 2024-05-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jessica | PersonFirstNm |
| Person Last | Greenfield | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Edwards | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Oliver Street | AddressLine1Txt |
| Address Line2 | Suite 402 | AddressLine2Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $152,370,185 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.upstream.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Upstream's mission is to ensure that equitable, patient-centered contraceptive care is basic healthcare. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,083,681 | PYContributionsGrantsAmt |
| CY Contributions Grants | $115,210,916 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,245,738 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,695,562 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$106,809 | PYOtherRevenueAmt |
| CY Other Revenue | -$159,947 | CYOtherRevenueAmt |
| PY Total Revenue | $80,222,610 | PYTotalRevenueAmt |
| CY Total Revenue | $121,746,531 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $904,113 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,517,487 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,868,856 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,550,928 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,261,911 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,028,780 | PYOtherExpensesAmt |
| CY Other Expenses | $13,376,830 | CYOtherExpensesAmt |
| PY Total Expenses | $29,801,749 | PYTotalExpensesAmt |
| CY Total Expenses | $45,445,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $50,420,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,301,286 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $172,642,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,903,262 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,498,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,475,959 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $168,143,883 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $246,427,303 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Upstream's mission is to ensure that equitable, patient-centered contraceptive care is basic healthcare. Upstream works with private and public healthcare leaders to make contraceptive care more affordable, and more accessible for millions of people around the US. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,775,968 | ExpenseAmt |
| Grant | $2,517,487 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In 2023, Upstream provided comprehensive, evidence-based training and technical assistance to healthcare organizations across the United States. With the addition of 58 new partnerships serving 310,000 patients of reproductive age, Upstream is on track to deliver our intervention with healthcare organizations that serve 1.2 million patients of reproductive age by mid-2026. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $35,775,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sheri Wilson | PersonNm |
| Phone | 6176559864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Oliver Street | AddressLine1Txt |
| Address Line2 | Suite 402 | AddressLine2Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mark Edwards | ||||||||
| Co-Founder, CEO | 40 | 0 | Yes (X) | Yes (X) | $507,362 | $0 | $43,624 | |
| Ann Quandt | ||||||||
| COO, Treasurer to 11/16/23 | 40 | 0 | Yes (X) | $342,732 | $0 | $16,500 | ||
| Nicole Mckinney | ||||||||
| Chief of Org. Eff. and Cult. | 40 | 0 | $283,016 | $0 | $39,098 | Yes (X) | ||
| Lisa Goldthwaite | ||||||||
| Clinical Advisor | 32 | 0 | $273,644 | $0 | $38,207 | Yes (X) | ||
| Kelleen Kay | ||||||||
| Senior Research Advisor | 40 | 0 | $247,688 | $0 | $44,358 | Yes (X) | ||
| Elizabeth Kaltman | ||||||||
| Lead Clinical Advisor | 24 | 0 | $267,698 | $0 | $15,325 | Yes (X) | ||
| Andrew Meyer | ||||||||
| Chief Growth Officer | 40 | 0 | $263,238 | $0 | $19,654 | Yes (X) | ||
| Sarah Pierson | ||||||||
| Asst Sec to 11/16/23, Chief Dev. & Ext. Aff. Off. | 40 | 0 | Yes (X) | $252,831 | $0 | $26,395 | ||
| Jessica Greenfield | ||||||||
| CFO, Treasurer from 11/16/23 | 40 | 0 | Yes (X) | $58,918 | $0 | $7,188 | ||
| John Ho | ||||||||
| Asst Sec from 11/16/23, Dir. of Exec. & Board Op. | 40 | 0 | Yes (X) | $55,998 | $0 | $8,088 | ||
| Anita Bekenstein | ||||||||
| Chair | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sarah Brown | ||||||||
| Vice Chair | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul Gannon | ||||||||
| Compensation Committee Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Mark Perry | ||||||||
| Finance Committee Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Howard H Stevenson | ||||||||
| Audit Committee Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Lauren Baker | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Thea James | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Krishna White | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Keith Higgins | ||||||||
| Secretary, Nominating/Governance Comm. Chair | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Scott Ransom | ||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Ann Starrs | ||||||||
| Board Member | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,553,125 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,437 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 114 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Azara Healthcare LLC | ||||||
| 70 Blanchard Rd Suite 401 | Burlington | MA | 01803 | Data extraction and analysis | $871,113 | |
| Nonprofit HR Solutions LLC | ||||||
| 1441 L Street NW Suite 620 | Washington | DC | 20005 | HR support | $188,276 | |
| TeamLogic IT of Mountain View | ||||||
| 883 N Shoreline Blvd Ste B110 | Mountain View | CA | 94043 | IT consulting | $165,152 | |
| Prince Lobel Tye LLP | ||||||
| One International Place | Boston | MA | 02110 | Legal consulting | $145,487 | Suite 3700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,926,264 | GovernmentGrantsAmt |
| All Other Contributions | $113,284,652 | AllOtherContributionsAmt |
| Noncash Contributions | $27,512,958 | NoncashContributionsAmt |
| Total Contributions | $115,210,916 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,992,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,992,875 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $605,144 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $765,091 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$159,947 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$159,947 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$159,947 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,561,250 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,858,563 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $702,687 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $702,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,746,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,535,615 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,517,487 | TotalAmt |
| Program Services | $2,517,487 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,319 | TotalAmt |
| Program Services | $532,381 | ProgramServicesAmt |
| Management And General | $262,865 | ManagementAndGeneralAmt |
| Fundraising | $535,073 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,047,728 | TotalAmt |
| Program Services | $17,181,389 | ProgramServicesAmt |
| Management And General | $3,325,303 | ManagementAndGeneralAmt |
| Fundraising | $1,541,036 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,005 | TotalAmt |
| Program Services | $737,031 | ProgramServicesAmt |
| Management And General | $145,813 | ManagementAndGeneralAmt |
| Fundraising | $66,161 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,402,579 | TotalAmt |
| Program Services | $2,647,705 | ProgramServicesAmt |
| Management And General | $472,026 | ManagementAndGeneralAmt |
| Fundraising | $282,848 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,821,297 | TotalAmt |
| Program Services | $1,385,761 | ProgramServicesAmt |
| Management And General | $276,253 | ManagementAndGeneralAmt |
| Fundraising | $159,283 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,212 | TotalAmt |
| Program Services | $10,118 | ProgramServicesAmt |
| Management And General | $118,094 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,355 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $50,355 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,250 | TotalAmt |
| Program Services | $87,250 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,935 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $74,935 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,998,573 | TotalAmt |
| Program Services | $3,034,507 | ProgramServicesAmt |
| Management And General | $571,655 | ManagementAndGeneralAmt |
| Fundraising | $392,411 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208,767 | TotalAmt |
| Program Services | $2,208,027 | ProgramServicesAmt |
| Management And General | $601 | ManagementAndGeneralAmt |
| Fundraising | $139 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,533 | TotalAmt |
| Program Services | $82,282 | ProgramServicesAmt |
| Management And General | $32,266 | ManagementAndGeneralAmt |
| Fundraising | $4,985 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,729 | TotalAmt |
| Program Services | $683,187 | ProgramServicesAmt |
| Management And General | $284,287 | ManagementAndGeneralAmt |
| Fundraising | $35,255 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,798 | TotalAmt |
| Program Services | $412,877 | ProgramServicesAmt |
| Management And General | $149,746 | ManagementAndGeneralAmt |
| Fundraising | $44,175 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,623,370 | TotalAmt |
| Program Services | $1,308,259 | ProgramServicesAmt |
| Management And General | $214,069 | ManagementAndGeneralAmt |
| Fundraising | $101,042 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,396 | TotalAmt |
| Program Services | $160,926 | ProgramServicesAmt |
| Management And General | $10,338 | ManagementAndGeneralAmt |
| Fundraising | $1,132 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,353 | TotalAmt |
| Program Services | $199,353 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,427 | TotalAmt |
| Program Services | $29,096 | ProgramServicesAmt |
| Management And General | $145,987 | ManagementAndGeneralAmt |
| Fundraising | $3,344 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Measurement and Evaluation | $1,406,175 | $1,406,175 | $0 | $0 |
| Trainings and Events | $971,005 | $813,678 | $98,764 | $58,563 |
| Learning and Staff Development | $154,359 | $104,580 | $36,519 | $13,260 |
| Equipment | $303,471 | $232,946 | $47,321 | $23,204 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,122 | TotalAmt |
| Program Services | $953 | ProgramServicesAmt |
| Management And General | $90,169 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,445,245 | TotalAmt |
| Program Services | $35,775,968 | ProgramServicesAmt |
| Management And General | $6,407,366 | ManagementAndGeneralAmt |
| Fundraising | $3,261,911 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,625 | BOYAmt |
| EOY | $373,502 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,278,136 | BOYAmt |
| EOY | $3,418,311 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,252,447 | BOYAmt |
| EOY | $29,585,048 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,189 | BOYAmt |
| EOY | $1,068,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,240,397 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $711,893 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,583 | BOYAmt |
| EOY | $528,504 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,931,450 | BOYAmt |
| EOY | $214,710,701 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,275,293 | BOYAmt |
| EOY | $1,219,084 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,642,723 | BOYAmt |
| EOY | $250,903,262 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,622,545 | BOYAmt |
| EOY | $3,489,281 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,876,295 | BOYAmt |
| EOY | $986,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,498,840 | BOYAmt |
| EOY | $4,475,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,109,843 | BOYAmt |
| EOY | $217,517,575 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,034,040 | BOYAmt |
| EOY | $28,909,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,143,883 | BOYAmt |
| EOY | $246,427,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,642,723 | BOYAmt |
| EOY | $250,903,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $76,301,286 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,982,134 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,862,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,537,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,079,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,083,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,210,916 | CurrentTaxYearAmt |
| Total | $345,774,909 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,862,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,537,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,079,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,083,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,210,916 | CurrentTaxYearAmt |
| Total | $345,774,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,678,496 | SubstantialContributorsTotAmt |
| Public Support Total170 | $320,096,413 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,221,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $555,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,835,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,300,706 | CurrentTaxYearAmt |
| Total | $11,557,026 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $357,331,935 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95369 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 1 | Schedule A Part II Lines 1 and 5f are presented using the accrual basis of accounting, net of discounts, as presented in our audited financial statements. |
| Schedule A, Part II, Line 5(f) | Schedule A Part II Lines 1 and 5f are presented using the accrual basis of accounting, net of discounts, as presented in our audited financial statements. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,032 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,032 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,080,304 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,210,336 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,096 | CurrentYearMinus3Amt |
| Current Year Minus2 | $44,406 | CurrentYearMinus2Amt |
| Current Year Minus1 | $137,094 | CurrentYearMinus1Amt |
| Current Year | $130,032 | CurrentYearAmt |
| Total | $313,628 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $428 | CurrentYearMinus2Amt |
| Current Year Minus1 | $141 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $569 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2a | FormAndLineReferenceDesc |
| Explanation | Upstream made its first §501(h) election in the tax year ending December 31, 2020. The election has not been revoked. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $71,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,527 | DepreciationAmt |
| Book Value | $13,139 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,168,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $653,366 | DepreciationAmt |
| Book Value | $515,365 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $528,504 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Lease Liability | Desc |
| Amt | $986,678 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $986,678 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $124,610,682 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,982,134 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $191,860 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $1 | OtherRevenueAmt |
| Revenue Not Reported | $2,173,995 | RevenueNotReportedAmt |
| Revenue Subtotal | $122,436,687 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $74,935 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$765,091 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$690,156 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $121,746,531 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,327,262 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $191,860 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $765,091 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $956,951 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,370,311 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $74,935 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $74,934 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,445,245 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | Upstream accounts for uncertainty in income taxes in accordance with ASC Topic, Income Taxes. This standard clarifies the accounting for uncertainty in tax positions, and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Upstream has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at December 31, 2023 and 2022. |
| Schedule D, Part XI, Line 2d | Revenue rounding difference |
| Schedule D, Part XI, Line 4b | This reconciling item is the rental expense included on Part VIII, line 6b that is associated with the sublease of Uptream office space. Expenses include rent and legal expenses for the sublease and commissions. |
| Schedule D, Part XII, Line 2d | This reconciling item is the rental expense included on Part VIII, line 6b that is associated with the sublease of Uptream office space. Expenses include rent and legal expenses for the sublease and commissions. |
| Schedule D, Part XII, Line 4b | Expenses rounding difference |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (70 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Womens Health and Family Planning Association of Texas dba Every Body TX | |||||||||||
| 314 E Highland Mall Blvd | Austin | TX | 78752 | 741936078 | 501(c)(3) | $628,387 | $0 | Cash | 0 | Contraceptive Coverage | |
| AllianceChicago - Illinois Contraceptive Access Now ICAN | |||||||||||
| 225 W Illinois Street | Chicago | IL | 60654 | 815434098 | 501(c)(3) | $203,500 | $0 | Cash | 0 | Contraceptive Coverage | |
| Massachusetts League of Community Health Centers Inc | |||||||||||
| 40 Court Street | Boston | MA | 02108 | 042507409 | 501(c)(3) | $150,000 | $0 | Cash | 0 | Contraceptive Coverage | |
| Caring Health Center | |||||||||||
| 1049 Main Street | Springfield | MA | 01103 | 042620040 | Corporation | $75,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| North End Community Health Committee Inc dba NEW Health | |||||||||||
| 332 Hanover St | Boston | MA | 02113 | 237089746 | Corporation | $75,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Washington Association for Community Health | |||||||||||
| 101 Capitol Way North | Olympia | WA | 98501 | 911323282 | 501(c)(3) | $70,436 | $0 | Cash | 0 | Reproductive Health Program Training | Suite 200 |
| Creek Valley Health Clinic | |||||||||||
| 1065 North Hildale Street | Hildale | UT | 84784 | 833039533 | Corporation | $66,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Jefferson Co Public Hospital District 2 dba Jefferson Healthcare | |||||||||||
| 834 Sheridan St | Port Townsend | WA | 98368 | 910928081 | Corporation | $44,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Moses H Cone Memorial Hospital dba Cone Health | |||||||||||
| 1200 N Elm Street | Greensboro | NC | 27401 | 581588823 | Corporation | $42,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Odyssey House Louisiana Inc | |||||||||||
| 1125 North Tonti Street | New Orleans | LA | 70119 | 720743677 | 501(c)(3) | $40,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| HealthFirst Network Inc | |||||||||||
| 216 S 3rd Ave | Wausau | WI | 54401 | 391206364 | 501(c)(3) | $40,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Whidbey Island Public Hospital District | |||||||||||
| 101 North Main Street | Coupeville | WA | 98239 | 910843135 | 501(c)(3) | $37,276 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Cambridge Public Health Commission dba Cambridge Health Alliance | |||||||||||
| 350 Main Street | Malden | MA | 021485111 | 043320571 | Government | $37,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Kinston Community Health Center Inc | |||||||||||
| 324 N Queen Street | Kinston | NC | 28501 | 561833275 | 501(c)(3) | $32,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Project Vida Health Center | |||||||||||
| 3607 Rivera Ave | El Paso | TX | 79905 | 680541648 | Corporation | $31,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Lone Star Community Health Center Inc | |||||||||||
| 605 S Conroe Medical Drive | Conroe | TX | 77304 | 300038860 | Corporation | $30,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| LCH Health and Community Services | |||||||||||
| 731 West Cypress Street | Kennett Square | PA | 19348 | 232041915 | 501(c)(3) | $28,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Samuel U Rodgers Health Center Inc | |||||||||||
| 825 Euclid Avenue | Kansas City | MO | 64124 | 430899356 | Corporation | $26,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Caldwell County | |||||||||||
| 905 West Avenue NW | Lenoir | NC | 28645 | 566001967 | Government | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Charles River Community Health Inc | |||||||||||
| 495 Western Avenue | Brighton | MA | 02135 | 237221597 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Codman Square Health Center Inc | |||||||||||
| 637 Washington Street | Dorchester | MA | 02124 | 042678774 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | Attn Finance |
| Colorado Coalition for the Homeless | |||||||||||
| 2111 Champa St | Denver | CO | 80205 | 840951575 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Community Health Center of Cape Cod | |||||||||||
| 107 Commercial St | Mashpee | MA | 02649 | 043370560 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Community Health Programs Inc | |||||||||||
| PO Box 30 | Great Barrington | MA | 01230 | 042582119 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| DotHouse Health Inc | |||||||||||
| 1353 Dorchester Avenue | Dorchester | MA | 02122 | 237125970 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Family Health Services Corporation | |||||||||||
| 794 Eastland Dr | Twin Falls | ID | 83301 | 820371093 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| High Country Community Health | |||||||||||
| PO Box 1490 | Boone | NC | 28607 | 273033445 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| International Community Health Services | |||||||||||
| PO Box 3007 | Seattle | WA | 981143007 | 910947084 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Jefferson Community Health Care Centers Inc dba InclusivCare | |||||||||||
| 4028 US Highway 90 W | Avondale | LA | 70094 | 562439708 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Lowell Community Health Center | |||||||||||
| 161 Jackson St | Lowell | MA | 01852 | 042881348 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Mattapan Community Health Center Inc | |||||||||||
| 1575 Blue Hill Drive | Mattapan | MA | 02126 | 042544151 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Oakland Integrated Healthcare Network dba Honor Community Health | |||||||||||
| PO Box 430150 | Pontiac | MI | 48343 | 383844634 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| South Boston Community Health Center | |||||||||||
| 409 West Broadway | Boston | MA | 02127 | 042682152 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Southeastern Regional Medical Center dba UNC Health Southeastern | |||||||||||
| 300 West 27th Street | Lumberton | NC | 28358 | 560530233 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Community Clinic Inc dba CCI Health Services | |||||||||||
| 8665 Georgia Avenue | Silver Springs | MD | 20910 | 520988386 | Corporation | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Wright Center Medical Group dba The Wright Center for Community Health | |||||||||||
| 501 South Washington Ave | Scranton | PA | 18505 | 232772504 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | Suite 1000 |
| Whittier Street Health Center Committee Inc | |||||||||||
| 1290 Tremont St | Roxbury | MA | 02120 | 042619517 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Providence Community Health Centers Inc | |||||||||||
| 375 Allens Ave | Providence | RI | 02905 | 050368134 | 501(c)(3) | $23,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Manet Community Health Center | |||||||||||
| 110 West Squantum Street | Quincy | MA | 02171 | 042646695 | 501(c)(3) | $21,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Appalachian Mountain Community Health Centers | |||||||||||
| 141 Asheland Ave | Asheville | NC | 28801 | 463984362 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| County of Alamance | |||||||||||
| 124 West Elm Street | Graham | NC | 27253 | 566000271 | Government | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Greater New Bedford Community Health Center Inc | |||||||||||
| 874 Purchase St | New Bedford | MA | 02740 | 042675800 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Midway Family Planning Services Inc dba Midway Family Planning | |||||||||||
| 1500 Terrace | Brownwood | TX | 76801 | 752890955 | Corporation | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Comprehensive Community Action Inc | |||||||||||
| 311 Doric Ave | Cranston | RI | 02910 | 056018801 | 501(c)(3) | $19,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| County of Buncombe dba Buncombe County Health and Human Services | |||||||||||
| PO Box 7526 | Asherville | NC | 28802 | 566000279 | Government | $18,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| County of Guilford | |||||||||||
| PO Box 3427 | Greensboro | NC | 27401 | 566000305 | Government | $18,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Asian American Health Coalition of the Greater Houston Are dba HOPE Clinic | |||||||||||
| 13930 Bellaire Blvd | Houston | TX | 77038 | 311756818 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Harbor Health Services Inc | |||||||||||
| 1135 Morton Street | Mattapan | MA | 02126 | 237100550 | Corporation | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| HealthFirst Family Care Center Inc | |||||||||||
| 387 Quarry Street | Fall River | MA | 02723 | 042503444 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Konza Prairie Community Health Center Inc | |||||||||||
| 361 Grant Ave | Junction City | KS | 66441 | 481150706 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| La Clinica Tepeyac Inc dba Tepeyac Community Health Center | |||||||||||
| 4725 High St | Denver | CO | 80216 | 841285505 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Mecklenburg County | |||||||||||
| PO Box 34486 | Charlotte | NC | 282344486 | 566000319 | Government | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| NorthShore Health Centers Inc | |||||||||||
| PO Box 1430 | Portage | IN | 46368 | 352028588 | Corporation | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Rockbrige Area Free Clinic dba Rockbridge Area Health Center | |||||||||||
| 25 Northridge Lane | Lexington | VA | 24450 | 541642220 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| North Shore Community Health Inc | |||||||||||
| 27 Congress St | Salem | MA | 01970 | 042610447 | Corporation | $14,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Charlotte Community Health Clinic Inc | |||||||||||
| 8401 Medical Plaza Drive | Charlotte | NC | 28262 | 562274144 | 501(c)(3) | $13,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Outer Cape Health Services Inc | |||||||||||
| Department 3180 | Boston | MA | 022986500 | 042509828 | Corporation | $13,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Wood River Health Services Inc | |||||||||||
| 823 Main St | Hope Valley | RI | 02832 | 050378071 | Corporation | $12,600 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Seattle Children's Hospital | |||||||||||
| PO Box 5371 | Seattle | WA | 98145 | 910564747 | Corporation | $12,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Hilltown Community Health Centers Inc | |||||||||||
| 58 Old North Road | Worthington | MA | 01098 | 042161484 | Corporation | $11,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Care Ring Inc | |||||||||||
| 601 E 5th Stret | Charlotte | NC | 28202 | 560621073 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | Suite 140 |
| Clinica Colorado | |||||||||||
| 8300 Alcott ST | Westminster | CO | 800314030 | 273794068 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | Suite 300 |
| Coastal Medical Physicians Inc dba Coastal Medical | |||||||||||
| 10 Davol Square | Providence | RI | 02903 | 844944884 | Corporation | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | Suite 300 |
| Triangle Area Network Inc | |||||||||||
| PO Box 12279 | Beaumont | TX | 77726 | 760226835 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Tri-County Community Action Agency | |||||||||||
| 1126 Hartford Ave | Johnston | RI | 02919 | 050309695 | 501(c)(3) | $8,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Gaston Family Health Services Inc dba Kintegra Health | |||||||||||
| 200 East Second Ave | Gastonia | NC | 28052 | 581958398 | 501(c)(3) | $7,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Texas Association of Community Health Centers | |||||||||||
| 5900 Southwest Parkway | Austin | TX | 78735 | 742308695 | Corporation | $7,000 | $0 | Cash | 0 | Reproductive Health Program Training | Building 3 |
| Pacific County Health and Human Services | |||||||||||
| 1216 Robert Bush Dr | South Bend | WA | 98586 | 916001356 | Government | $6,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Start Corporation dba Start Community Health Center | |||||||||||
| PO Box 1065 | Houma | LA | 70361 | 581687098 | Partnership/LLC | $6,000 | Cash | 0 | Reproductive Health Program Training | ||
| VICTA LLC | |||||||||||
| 110 Elmwood Ave | Providence | RI | 02907 | 822674235 | Partnership/LLC | $5,300 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 42 | Total501c3OrgCnt |
| Total Other Org | 28 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Upstream works in partnership with organizations receiving grants to determine the recipient organization's progress toward the grant agreement goals. Upstream holds regular discussions with grant recipients for a formal update on the project and to review the organization's progress. For grant agreements that include milestones, payments are initiated once the milestones are met. These milestones are documented and agreed to in a memorandum of understanding between Upstream and the organization receiving the grant. When a milestone is reached, Upstream reviews and verifies supporting documentation, such as a training roster or evidence of an organization's expenditure, before issuing the grant payment. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Edwards | ||||||||||||||
| Co-Founder, CEO | $407,362 | $0 | $100,000 | $0 | $0 | $0 | $16,500 | $0 | $27,958 | $0 | $551,820 | $0 | $0 | $0 |
| Ann Quandt | ||||||||||||||
| COO, Treasurer to 11/16/23 | $341,732 | $0 | $1,000 | $0 | $0 | $0 | $16,500 | $0 | $0 | $0 | $359,232 | $0 | $0 | $0 |
| Nicole Mckinney | ||||||||||||||
| Chief of Org. Eff. and Cult. | $283,016 | $0 | $0 | $0 | $0 | $0 | $14,260 | $0 | $24,837 | $0 | $322,113 | $0 | $0 | $0 |
| Lisa Goldthwaite | ||||||||||||||
| Clinical Advisor | $262,142 | $0 | $11,502 | $0 | $0 | $0 | $13,747 | $0 | $24,460 | $0 | $311,851 | $0 | $0 | $0 |
| Kelleen Kay | ||||||||||||||
| Senior Research Advisor | $235,753 | $0 | $11,935 | $0 | $0 | $0 | $12,502 | $0 | $32,669 | $0 | $292,859 | $0 | $0 | $0 |
| Elizabeth Kaltman | ||||||||||||||
| Lead Clinical Advisor | $262,744 | $0 | $4,954 | $0 | $0 | $0 | $13,293 | $0 | $2,032 | $0 | $283,023 | $0 | $0 | $0 |
| Andrew Meyer | ||||||||||||||
| Chief Growth Officer | $115,681 | $0 | $0 | $0 | $147,557 | $0 | $5,921 | $0 | $13,733 | $0 | $282,892 | $0 | $0 | $0 |
| Sarah Pierson | ||||||||||||||
| Asst Sec to 11/16/23, Chief Dev. & Ext. Aff. Off. | $252,831 | $0 | $0 | $0 | $0 | $0 | $12,757 | $0 | $13,638 | $0 | $279,226 | $0 | $0 | $0 |
| Jessica Greenfield | ||||||||||||||
| CFO, Treasurer from 11/16/23 | $58,918 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,188 | $0 | $66,106 | $0 | $0 | $0 |
| John Ho | ||||||||||||||
| Asst Sec from 11/16/23, Dir. of Exec. & Board Op. | $55,998 | $0 | $0 | $0 | $0 | $0 | $2,827 | $0 | $5,262 | $0 | $64,087 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4 | FormAndLineReferenceDesc |
| Explanation | Andrew Meyer transitioned out of the organization with 26 weeks transition pay, $147,556.76. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,512,958 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 9 | FormAndLineReferenceDesc |
| Explanation | In column (b), Upstream is reporting the number of stock donations received in 2023. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | As a non-stock, non-profit Delaware corporation, Upstream has members, but the governing documents state that the members shall consist of those persons serving as directors. Members have no right to vote on any matter other than the election and removal of directors. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by the Upstream accounting team and then reviewed closely by AAFCPAs, Upstream's tax advisor, and Upstream's Treasurer. This draft is then provided to the Audit Committee of the Board for their review and approval. Finally, the Form 990 is provided to the full Board of Directors prior to filing. Any and all questions and comments are addressed by the Upstream Director of Accounting and Treasurer who engage AAFCPAs in the discussion whenever relevant or necessary. |
| Form 990, Part VI, Section B, Line 12c | The Board authorizes and oversees an annual review of the administration of Upstream's conflict of interest policy. The review may be written or oral. The review shall consider the level of compliance with the policy, the continuing suitability of the policy, and whether the policy should be modified and improved. The process occurs each year during a scheduled meeting of the Upstream Board |
| Form 990, Part VI, Section B, Line 15 | The Compensation Committee of the Board of Directors, none of whom have a conflict of interest, is charged with 1) overseeing Upstream's management compensation policies and practices including making recommendations to the independent members of the Board of Directors with respect to compensation of the person serving in the position of CEO on an annual basis, 2) reviewing the compensation of the Organization's other officers, managers and employees who have substantial influence over the affairs of the organization ("key executives") on an annual basis, and 3) reviewing and approving incentive compensation policies and programs. The Compensation Committee meets at least two times per year and additionally as circumstances dictate. Comparability data for similarly qualified persons in functionally comparable positions at similarly situated organizations are prepared by a compensation consultant on a regular basis. This data was last compiled in 2023 and will be compiled again in 2024. The CEO's 360 performance evaluations, and the comparability data, in the years in which it is compiled, are reviewed by the Compensation Committee before forming recommendations around changes in compensation to the Board of Directors. The Board of Directors reviews the Committee's recommendation and votes on it. The CEO, who is also a member of the Board of Directors, is recused from this review and vote. These deliberations and decisions are documented in the minutes contemporaneously. This recommendation, review, and vote occur annually and were last completed in 2023 and again in 2024. |
| Form 990, Part VI, Section C, Line 19 | Upstream's governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part XII, Line 2c | The process has not changed from the prior year. |