UPSTREAM USA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UPSTREAM USA INC (EIN 35-2581424)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-20
- IRS object ID
- 202531749349300003
- Schema version
- 2024v5.1
- 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 | 2025-06-20T11:17:51-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % Mark Edwards | InCareOfNm |
| Business Name Control | UPST | BusinessNameControlTxt |
| Phone | 7039674878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OLIVER ST 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 |
| Signature | 2025-06-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 St | AddressLine1Txt |
| Address Line2 | Suite 402 | AddressLine2Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,186,516 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https: upstream.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Upstreams mission is to ensure that patient-centered contraceptive care is basic healthcare. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 207 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $115,210,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,176,478 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,695,562 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,611,750 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$159,947 | PYOtherRevenueAmt |
| CY Other Revenue | -$85,149 | CYOtherRevenueAmt |
| PY Total Revenue | $121,746,531 | PYTotalRevenueAmt |
| CY Total Revenue | $38,703,079 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,517,487 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,080,638 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,550,928 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,571,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,176,240 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,376,830 | PYOtherExpensesAmt |
| CY Other Expenses | $11,211,071 | CYOtherExpensesAmt |
| PY Total Expenses | $45,445,245 | PYTotalExpensesAmt |
| CY Total Expenses | $47,863,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $76,301,286 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,160,077 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $250,903,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,356,291 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,475,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,526,433 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $246,427,303 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $238,829,858 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Upstreams mission is to ensure that 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,793,392 | ExpenseAmt |
| Grant | $3,080,638 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Upstream is working to achieve impact at scale across the United States. In 2024 Upstream continued to expand nationally toward our goal to reach 5 million patients with the addition of 53 new partnerships serving 398,000 patients of reproductive age. As of the end of 2024 Upstream has established partnerships with healthcare organizations in 34 states and DC: Alabama Arkansas Arizona California Colorado Connecticut District of Columbia Delaware Florida Iowa Idaho Illinois Indiana Kansas Louisiana Massachusetts Maryland Michigan Missouri Mississippi North Carolina New Jersey New Mexico Nevada New York Ohio Oregon Pennsylvania Rhode Island South Dakota Texas Utah Virginia Washington and Wisconsin. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $36,793,392 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 207 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | 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 | DC | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | NV | 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 | NY | 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 | OH | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sheri Wilson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (22 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark Edwards | |||||||||
| Co-Founder | 40.00 | 0.00 | Yes (X) | Yes (X) | $494,861 | $0 | $48,634 | ||
| Nicole Mckinney | |||||||||
| Chief of Organizational Effectiveness and Culture | 40.00 | 0.00 | $329,966 | $0 | $41,404 | Yes (X) | |||
| Jessica Greenfield | |||||||||
| CFO and Treasurer | 40.00 | 0.00 | Yes (X) | $327,712 | $0 | $33,255 | |||
| Lisa Goldthwaite | |||||||||
| Clinical Advisor | 32.00 | 0.00 | $292,332 | $0 | $39,523 | Yes (X) | |||
| Elizabeth Kaltman | |||||||||
| Lead Clinical Advisor | 24.00 | 0.00 | $274,008 | $0 | $15,436 | Yes (X) | |||
| Sarah Pierson | |||||||||
| Chief Dev and External Affairs Officer | 40.00 | 0.00 | $273,864 | $0 | $33,341 | Yes (X) | |||
| Jessica Beaman | |||||||||
| Lead Clinical Trainer | 32.00 | 0.00 | $266,162 | $0 | $18,417 | Yes (X) | |||
| Keshia Hughston | |||||||||
| VP People and Culture | 40.00 | 0.00 | $263,546 | $0 | $24,052 | Yes (X) | |||
| Jessica Foster | |||||||||
| President from 12-05-2024 | 40.00 | 0.00 | Yes (X) | $224,936 | $0 | $37,363 | |||
| John Ho | |||||||||
| Assistant Secretary | 40.00 | 0.00 | Yes (X) | $143,238 | $0 | $18,497 | |||
| Anita Bekenstein | |||||||||
| Chair to 12-05-2024 and Comp Comm Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sarah Brown | |||||||||
| Vice-Chair to 12-05-24 | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Keith Higgins | |||||||||
| Secretary and Nominating Gov Comm Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark Perry | |||||||||
| Chair from 12-05-24 and Prog Comm Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul Gannon | |||||||||
| Finance Committee Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Howard Stevenson | |||||||||
| Audit Committee Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lauren Schadt Baker | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thea James | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Ransom | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Donella Rapier | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann Starrs | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Krishna White | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,890,625 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $309,922 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 135 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 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/Analysis | $1,395,936 | |
| LinkedIn Corporation | ||||||
| 1000 W Maude Avenue | Sunnyvale | CA | 94085 | Marketing/Paid Media | $542,017 | |
| Daniel J Edelman Inc dba Edelman | ||||||
| 111 N Canal Street | Chicago | IL | 60606 | Marketing/PR Services | $417,831 | Suite 1100 |
| Effective Spend Media LLC dba Optimal Media LLC | ||||||
| 2000 E Martin Luther King Jr Blvd | Austin | TX | 78702 | Creative Design Services | $365,944 | |
| Perfect Search Corporation IMAT Solutions | ||||||
| 565 East Technology Agenue | Orem | UT | 84097 | Data Extraction/Analysis | $308,651 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $481,566 | GovernmentGrantsAmt |
| All Other Contributions | $28,694,912 | AllOtherContributionsAmt |
| Noncash Contributions | $611,572 | NoncashContributionsAmt |
| Total Contributions | $29,176,478 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,598,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,598,987 | 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 | $398,288 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $483,437 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$85,149 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,149 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$85,149 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $12,763 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $12,763 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| 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 |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,703,079 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,526,601 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,080,638 | TotalAmt |
| Program Services | $3,080,638 | 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 | $1,678,566 | TotalAmt |
| Program Services | $346,782 | ProgramServicesAmt |
| Management And General | $645,535 | ManagementAndGeneralAmt |
| Fundraising | $686,249 | 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 | $25,120,552 | TotalAmt |
| Program Services | $19,417,934 | ProgramServicesAmt |
| Management And General | $3,484,298 | ManagementAndGeneralAmt |
| Fundraising | $2,218,320 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,365 | TotalAmt |
| Program Services | $891,105 | ProgramServicesAmt |
| Management And General | $170,839 | ManagementAndGeneralAmt |
| Fundraising | $74,421 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,572,977 | TotalAmt |
| Program Services | $2,671,090 | ProgramServicesAmt |
| Management And General | $480,455 | ManagementAndGeneralAmt |
| Fundraising | $421,432 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,062,987 | TotalAmt |
| Program Services | $1,571,154 | ProgramServicesAmt |
| Management And General | $313,639 | ManagementAndGeneralAmt |
| Fundraising | $178,194 | 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 | $421,244 | TotalAmt |
| Program Services | $21,350 | ProgramServicesAmt |
| Management And General | $399,894 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,905 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $52,905 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $83,487 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $83,487 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,073,090 | TotalAmt |
| Program Services | $1,626,840 | ProgramServicesAmt |
| Management And General | $259,680 | ManagementAndGeneralAmt |
| Fundraising | $186,570 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,697,403 | TotalAmt |
| Program Services | $1,697,229 | ProgramServicesAmt |
| Management And General | $96 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,976 | TotalAmt |
| Program Services | $101,027 | ProgramServicesAmt |
| Management And General | $18,993 | ManagementAndGeneralAmt |
| Fundraising | $9,956 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,696 | TotalAmt |
| Program Services | $1,642,711 | ProgramServicesAmt |
| Management And General | $316,075 | ManagementAndGeneralAmt |
| Fundraising | $94,910 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,176 | TotalAmt |
| Program Services | $300,130 | ProgramServicesAmt |
| Management And General | $51,502 | ManagementAndGeneralAmt |
| Fundraising | $40,544 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586,574 | TotalAmt |
| Program Services | $1,221,678 | ProgramServicesAmt |
| Management And General | $214,208 | ManagementAndGeneralAmt |
| Fundraising | $150,688 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,428 | TotalAmt |
| Program Services | $149,282 | ProgramServicesAmt |
| Management And General | $10,379 | ManagementAndGeneralAmt |
| Fundraising | $6,767 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,105 | TotalAmt |
| Program Services | $142,309 | ProgramServicesAmt |
| Management And General | $23,545 | ManagementAndGeneralAmt |
| Fundraising | $19,251 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,999 | TotalAmt |
| Program Services | $24,627 | ProgramServicesAmt |
| Management And General | $163,646 | ManagementAndGeneralAmt |
| Fundraising | $2,726 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Measurement and Evaluation | $631,629 | $631,629 | $0 | $0 |
| Training and Events | $1,191,892 | $1,000,613 | $125,929 | $65,350 |
| Learning and Staff Development | $169,977 | $135,742 | $28,028 | $6,207 |
| Equipment | $150,350 | $119,522 | $16,251 | $14,577 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,140 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $34,140 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,863,156 | TotalAmt |
| Program Services | $36,793,392 | ProgramServicesAmt |
| Management And General | $6,893,524 | ManagementAndGeneralAmt |
| Fundraising | $4,176,240 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,502 | BOYAmt |
| EOY | $1,317,736 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,418,311 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,585,048 | BOYAmt |
| EOY | $23,769,288 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,112 | BOYAmt |
| EOY | $686,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $505,275 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $161,876 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,504 | BOYAmt |
| EOY | $343,399 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,710,701 | BOYAmt |
| EOY | $215,606,727 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,084 | BOYAmt |
| EOY | $632,483 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,903,262 | BOYAmt |
| EOY | $242,356,291 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,489,281 | BOYAmt |
| EOY | $3,210,767 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,678 | BOYAmt |
| EOY | $315,666 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,475,959 | BOYAmt |
| EOY | $3,526,433 | 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 | $217,517,575 | BOYAmt |
| EOY | $235,222,911 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,909,728 | BOYAmt |
| EOY | $3,606,947 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,427,303 | BOYAmt |
| EOY | $238,829,858 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,903,262 | BOYAmt |
| EOY | $242,356,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,160,077 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,562,632 | 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 | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $60,537,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,079,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,083,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,210,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,176,478 | CurrentTaxYearAmt |
| Total | $319,088,649 | 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 | $60,537,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,079,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,083,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,210,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,176,478 | CurrentTaxYearAmt |
| Total | $319,088,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,548,390 | SubstantialContributorsTotAmt |
| Public Support Total170 | $292,540,259 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $643,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $555,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,835,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,300,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,010,038 | CurrentTaxYearAmt |
| Total | $20,345,208 | 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 | $339,433,857 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8618 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8958 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Part II Line 5 | 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 | $4,733 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,733 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,341,910 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,346,643 | 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 | $44,406 | CurrentYearMinus3Amt |
| Current Year Minus2 | $137,094 | CurrentYearMinus2Amt |
| Current Year Minus1 | $130,032 | CurrentYearMinus1Amt |
| Current Year | $4,733 | CurrentYearAmt |
| Total | $316,265 | 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 | $428 | CurrentYearMinus3Amt |
| Current Year Minus2 | $141 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $569 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV | FormAndLineReferenceDesc |
| Explanation | | PartandLinenumber:,Explanation:| Part II-A Line 2,Upstream made its first 501h 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 | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $505,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,876 | DepreciationAmt |
| Book Value | $343,399 | 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 | $343,399 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Lease Liability | Desc |
| Amt | $315,666 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $315,666 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,668,266 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,562,632 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,605 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $1,565,237 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,103,029 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $83,487 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$483,437 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$399,950 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,703,079 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,265,711 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,605 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $483,437 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $486,042 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,779,669 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $83,487 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $83,487 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,863,156 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2024 and 2023. |
| Part XI, line 4b | This reconciling item is the rental expense included in Part VIII line 4b that is associated with the sublease of Upstream office space. Expenses include rent and the legal expenses for the sublease and commissions |
| Part XII, line 2d | This reconciling item is the rental expense included in Part VIII line 6b that is associated with the sublease of Upstream office space. Expenses include rent and the legal expenses for the sublease and commissions. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (77 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Womens Health and Family Planning Association of Texas | |||||||||||
| 314 E Highland Mall Blvd | Suite 400 | Austin | TX | 78752 | 741936078 | 501(c)(3) | $800,000 | $0 | Cash | 0 | Contraceptive Coverage |
| 504HealthNet Inc | |||||||||||
| 2701 Airline Drive Suite K140 | Metairie | LA | 70001 | 262831459 | 501(c)(3) | $100,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Caring for Colorado Centennial Fund | |||||||||||
| 1635 W 13th Ave Suite 303 | Denver | CO | 80204 | 832742375 | 501(c)(3) | $75,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Washington Association for Community Health | |||||||||||
| 101 Capitol Way North | Suite 200 | Olympia | WA | 98501 | 911323282 | 501(c)(3) | $100,188 | $0 | Cash | 0 | Reproductive Health Program Training |
| Codman Square Health Center Inc | |||||||||||
| 637 Washington Street | Dorchester | MA | 02124 | 042678774 | 501(c)(3) | $50,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Regents of the University of California dba UCSF | |||||||||||
| 1855 Folsom Street Suite 425 | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $40,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Clinica Colorado | |||||||||||
| 8300 Alcott ST Suite 300 | Westminster | CO | 80031 | 273794068 | 501(c)(3) | $37,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Wright Center Medical Group | |||||||||||
| 501 South Washington Ave | Suite 1000 | Scranton | PA | 18505 | 232772504 | 501(c)(3) | $23,000 | $0 | Cash | 0 | Reproductive Health Program Training |
| Kids First Health Care | |||||||||||
| 7190 Colorado Blvd Suite 450 | Commerce City | CO | 80022 | 840799374 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Adams County Colorado | |||||||||||
| 4430 South Adams County Parkway | STE C4000A | Brighton | CO | 80601 | 846000732 | $13,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Peak Vista Community Health Centers | |||||||||||
| 3205 N Academy Blvd | Suite 130 | Colorado Springs | CO | 80917 | 840617567 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training |
| AllianceChicago - Illinois Contraceptive Access Now | |||||||||||
| 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 | |
| Unity Healthcare Inc | |||||||||||
| 1100 New Jersey Avenue SE | Washington | DC | 20003 | 521572431 | 501(c)(3) | $75,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Charles River Community Health Inc | |||||||||||
| 495 Western Avenue | Brighton | MA | 02135 | 237221597 | 501(c)(3) | $50,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Community Health Center of Cape Cod | |||||||||||
| 107 Commercial St | Mashpee | MA | 02649 | 043370560 | 501(c)(3) | $50,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| NorthShore Health Centers Inc | |||||||||||
| PO Box 1430 | Portage | IN | 46368 | 352028588 | 501(c)(3) | $41,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Jane Pauley Community Health Center Inc | |||||||||||
| 1503 N Mitthoeffer Road | Indianapolis | IN | 46229 | 010945309 | 501(c)(3) | $37,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Asian American Health Coalition of the Greater Houston Area | |||||||||||
| 13930 Bellaire Blvd | Houston | TX | 77038 | 311756818 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Community Health of Central Washington | |||||||||||
| 501 S 5th Avenue | Yakima | WA | 98902 | 571140982 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Family Health Services Corporation | |||||||||||
| 794 Eastland Dr | Twin Falls | ID | 83301 | 820371093 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Ibn Sina Foundation Inc | |||||||||||
| 11226 S Wilcrest Dr | Houston | TX | 77099 | 760698464 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Seattle Children s Hospital | |||||||||||
| PO Box 5371 | Seattle | WA | 98145 | 910564747 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Community Clinic Inc | |||||||||||
| 8665 Georgia Avenue | Silver Spring | MD | 20910 | 520988386 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Tyler Family Circle of Care | |||||||||||
| 523 S Fannin Ave | Tyler | TX | 75702 | 452578435 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Valley Wide Health Systems Inc | |||||||||||
| 128 Market Street | Alamosas | CO | 81101 | 840706945 | 501(c)(3) | $35,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Colorado Coalition for the Homeless | |||||||||||
| 2111 Champa St | Denver | CO | 80205 | 840951575 | 501(c)(3) | $30,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Alliance Community Healthcare Inc | |||||||||||
| 26 Journal Square Ste 1600 | Jersey City | NJ | 07306 | 221831695 | 501(c)(3) | $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 | |
| Doctors Care | |||||||||||
| 609 W Littleton Blvd Suite 100 | Littleton | CO | 80120 | 841150815 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| DotHouse Health Inc | |||||||||||
| 1353 Dorchester Avenue | Dorchester | MA | 02122 | 237125970 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| HealthFirst Network Inc | |||||||||||
| 216 S 3rd Ave | Wausau | WI | 54401 | 391206364 | 501(c)(3) | $10,000 | $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 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Pace Community Action Agency Inc | |||||||||||
| 525 North 4th Street | Vincennes | IN | 47591 | 351120537 | 501(c)(3) | $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 | |
| Stanley Street Treatment and Resources Inc | |||||||||||
| 386 Stanley Street | Fall River | MA | 02720 | 042604426 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Start Corporation | |||||||||||
| PO Box 1065 | Houma | LA | 70361 | 581687098 | 501(c)(3) | $22,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| United Health Centers of San Joaquin Valley | |||||||||||
| 3875 W Beechwood Ave | Fresno | CA | 93711 | 941732538 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Your Health Clinic | |||||||||||
| 1521 Baker Road | Sherman | TX | 75090 | 752395756 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| LifeSpring Inc | |||||||||||
| 460 Spring Street | Jeffersonville | IN | 47130 | 351097350 | 501(c)(3) | $22,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Lewis County Community Health Services | |||||||||||
| 2690 NE Kresky Avenue | Chehalis | WA | 985322412 | 421599749 | 501(c)(3) | $22,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Baton Rouge Primary Care Collarborative Inc | |||||||||||
| 7050 Plank Road | Baton Rouge | LA | 70811 | 712114148 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Konza Prairie Community Health Center Inc | |||||||||||
| 361 Grant Ave | Junction City | KS | 66441 | 481150706 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Lone Star Community Health Center Inc | |||||||||||
| 605 S Conroe Medical Drive | Conroe | TX | 77304 | 300038860 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Triangle Area Network Inc | |||||||||||
| PO Box 12279 | Beaumont | TX | 77726 | 760226835 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| West Alabama Women s Center Inc | |||||||||||
| 535 Jack Warner Parkway | Suite I | Tuscaloosa | AL | 35404 | 631097123 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training |
| LCH Health and Community Services | |||||||||||
| 731 West Cypress Street | Kennett Square | PA | 19348 | 232041915 | 501(c)(3) | $18,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Caldwell County | |||||||||||
| 905 West Avenue NW | Lenoir | NC | 28645 | 566001967 | $16,000 | $0 | Cash | 0 | Reproductive Health Program Training | ||
| Appalachian Mountain Community Health Centers | |||||||||||
| 141 Asheland Ave Suite 300 | Asheville | NC | 28801 | 463984362 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Care Ring Inc | |||||||||||
| 601 E 5th Stret Suite 140 | Charlotte | NC | 28202 | 560621073 | 501(c)(3) | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Talbot County Health Department | |||||||||||
| 510 Cadmus Lane | Easton | MA | 21601 | 522206552 | $15,000 | $0 | Cash | 0 | Reproductive Health Program Training | ||
| Rockbrige Area Free Clinic | |||||||||||
| 25 Northridge Lane | Lexington | VA | 24450 | 541642220 | 501(c)(3) | $14,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Kinston Community Health Center Inc | |||||||||||
| 324 N Queen Street | Kinston | NC | 28501 | 561833275 | 501(c)(3) | $13,075 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Gaston Family Health Services Inc | |||||||||||
| 200 East Second Ave | Gastonia | NC | 28052 | 581958398 | 501(c)(3) | $13,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Arapahoe County Government | |||||||||||
| 5334 S Prince St | Littleton | CO | 80120 | 846000740 | $12,500 | $0 | Cash | 0 | Reproductive Health Program Training | ||
| La Clinica Tepeyac Inc | |||||||||||
| 2101 E 48th Avenue | Denver | CO | 80216 | 841285505 | 501(c)(3) | $12,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Samuel U Rodgers Health Center Inc | |||||||||||
| 825 Euclid Avenue | Kansas City | MO | 64124 | 430899356 | 501(c)(3) | $12,500 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Jefferson Community Health Care Centers Inc | |||||||||||
| 4028 US Highway 90 W | Avondale | LA | 70094 | 562439708 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Outer Cape Health Services Inc | |||||||||||
| Department 3180 | Boston | MA | 022986500 | 042509828 | 501(c)(3) | $12,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Providence Community Health Centers Inc | |||||||||||
| 375 Allens Ave | Providence | RI | 02905 | 050368134 | 501(c)(3) | $12,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Douglas County and Unincorporated Towns | |||||||||||
| PO Box 218 | Minden | NV | 89423 | 886000031 | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | ||
| Generations Family Health Center Inc | |||||||||||
| 40 Mansfield Avenue | Willimatic | CT | 06226 | 223158253 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| HealthFirst Family Care Center Inc | |||||||||||
| 387 Quarry Street | Fall River | MA | 02723 | 042503444 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Hospital Service District 1A of the Parish of Richland State of LA | |||||||||||
| 501 Broadway St | Delhi | LA | 71232 | 721179027 | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | ||
| Odyssey House Louisiana Inc | |||||||||||
| 1125 North Tonti Street | New Orleans | LA | 70119 | 720743677 | 501(c)(3) | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| South Plains Public Health District | |||||||||||
| 919 E Main St | Brownfield | TX | 79316 | 756002471 | $10,000 | $0 | Cash | 0 | Reproductive Health Program Training | ||
| Berks Community Health Center | |||||||||||
| 838 Penn ST | Reading | PA | 19602 | 273795179 | 501(c)(3) | $8,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Hilltown Community Health Centers Inc | |||||||||||
| 58 Old North Road | Worthington | MA | 01098 | 042161484 | 501(c)(3) | $8,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Wood River Health Services Inc | |||||||||||
| 823 Main St | Hope Valley | RI | 02832 | 050378071 | 501(c)(3) | $8,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Baystate Medical Practices Inc | |||||||||||
| 759 Chestnut St | Springfield | MA | 01199 | 042888373 | 501(c)(3) | $7,375 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Comprehensive Community Action Inc | |||||||||||
| 311 Doric Ave | Cranston | RI | 02910 | 056018801 | 501(c)(3) | $6,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Creek Valley Health Clinic | |||||||||||
| 1065 North Hildale Street | Hildale | UT | 84784 | 833039533 | 501(c)(3) | $6,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Finger Lakes Migrant Health Care Project Inc | |||||||||||
| PO Box 423 14 Maiden Lane | Penn Yan | NY | 14527 | 161581104 | 501(c)(3) | $24,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Boston Medical Center Corporation | |||||||||||
| One Boston Medical Center Place | Boston | MA | 02118 | 043314093 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Contraceptive Coverage | |
| Patient-Centered Primary Care Foundation | |||||||||||
| 1101 Connecticut Ave NW Suite 1150 | Washington | DC | 20036 | 262012436 | 501(c)(3) | $25,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| The Rhode Island Public Health Foundation | |||||||||||
| PO Box 6088 | Providence | RI | 02904 | 050474726 | 501(c)(3) | $20,000 | $0 | Cash | 0 | Reproductive Health Program Training | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 77 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Schedule I Part I Line 2 - Upstream works in partnership with organizations receiving grants to determine the recipient organizations progress toward the grant agreement goals. Upstream holds regular discussions with grant recipients for a formal update on the project and to review the organizations 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 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 | $453,861 | $0 | $41,000 | $0 | $0 | $0 | $17,877 | $0 | $31,579 | $0 | $544,317 | $0 | $0 | $0 |
| Nicole Mckinney | ||||||||||||||
| Chief of Organizational Effectiveness and Culture | $328,966 | $0 | $1,000 | $0 | $0 | $0 | $16,650 | $0 | $25,541 | $0 | $372,157 | $0 | $0 | $0 |
| Jessica Greenfield | ||||||||||||||
| CFO and Treasurer | $327,379 | $0 | $333 | $0 | $0 | $0 | $0 | $0 | $34,076 | $0 | $361,788 | $0 | $0 | $0 |
| Lisa Goldthwaite | ||||||||||||||
| Clinical Advisor | $291,332 | $0 | $1,000 | $0 | $0 | $0 | $14,703 | $0 | $25,641 | $0 | $332,676 | $0 | $0 | $0 |
| Elizabeth Kaltman | ||||||||||||||
| Lead Clinical Advisor | $273,008 | $0 | $1,000 | $0 | $0 | $0 | $13,584 | $0 | $2,673 | $0 | $290,265 | $0 | $0 | $0 |
| Sarah Pierson | ||||||||||||||
| Chief Dev and External Affairs Officer | $272,864 | $0 | $1,000 | $0 | $0 | $0 | $13,830 | $0 | $20,332 | $0 | $308,026 | $0 | $0 | $0 |
| Jessica Beaman | ||||||||||||||
| Lead Clinical Trainer | $265,162 | $0 | $1,000 | $0 | $0 | $0 | $13,365 | $0 | $5,873 | $0 | $285,400 | $0 | $0 | $0 |
| Keshia Hughston | ||||||||||||||
| VP People and Culture | $247,207 | $0 | $16,339 | $0 | $0 | $0 | $13,125 | $0 | $11,749 | $0 | $288,420 | $0 | $0 | $0 |
| Jessica Foster | ||||||||||||||
| President from 12-05-2024 | $224,936 | $0 | $0 | $0 | $0 | $0 | $10,950 | $0 | $26,961 | $0 | $262,847 | $0 | $0 | $0 |
| John Ho | ||||||||||||||
| Assistant Secretary | $142,738 | $0 | $500 | $0 | $0 | $0 | $7,160 | $0 | $12,036 | $0 | $162,434 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $611,572 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I and II | FormAndLineReferenceDesc |
| Explanation | | PartandLinenumber:,Explanation:| Part I Line 9,In column b Upstream is reporting the number of stock donations received in 2024.| | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, 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. |
| Part VI, Line 12c | The Board authorizes and oversees an annual review of the administration of Upstreams 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 Boards Governance and Nominating Committee. |
| Part VI, Line 15 | The Compensation Committee of the Board of Directors none of whom have a conflict of interest is charged with overseeing Upstreams management compensation policies and practices including making recommendations to the independent members of the Board of Directors with respect to compensation of the CEO on an annual basis reviewing the compensation of the Organizations other officers managers and employees who have substantial influence over the affairs of the organization on an annual basis of which the CFO qualified under this category in the Committees most recent review. The 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 2024 for the CEO and CFO roles. The CEOs 360 performance evaluations and the comparability data are reviewed by the Committee before forming recommendations around changes in compensation to the Board of Directors. The Board of Directors reviews the Committees recommendation and votes on it. The CEO who is 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 2024 and again in 2025. |
| Part VI, Line 19 | Upstreams governing documents conflict of interest policy and financial statements are available to the public upon request. |
| Part XII, Line 2c | The process has not changed from the prior year. |
| Part VI Line 17 | | Explanation:| States with which a copy of this Form 990 is required to be filed: AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MK ME MI MN MS NC ND NH NJ NM,NV NY OH OK OR PA RI SC TN UT VA WA WI WV. |