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Nonprofiteer
← UPSTREAM POLICY INSTITUTE INC

Form 990 for tax year 2022

Filed by UPSTREAM POLICY INSTITUTE INC.

Totals

Total revenue
$1,715,684
Total expenses
$1,448,285
Contributions and grants received
$1,700,553
Grants paid
$0
Program service revenue
$13,555
Investment income
$1,576
Other revenue
$0
Total assets, end of year
$1,426,041
Total liabilities, end of year
$150,128
Net assets or fund balances, end of year
$1,275,913
Program services expenses (Part IX)
$950,869
Management and general expenses
$305,225
Fundraising expenses
$192,191
Program service expenses (Part III)
$950,869

Program services were 65.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARION HUNT

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • LAUREN DANILUK

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    10
  • ASHLEY CRAIG

    TREASURER

    Total calculated
    $0
    Hours/week
    10
  • DANIEL VALEZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • LINDA CORRADO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • STEVE SHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MARK HAYS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • JON HINCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ROSE STEPHENS-BOOKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • DAVID STITZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • MATT PRINDVILLE

    EXECUTIVE DIRECTOR

    Total calculated
    $174,994
    From this org
    $161,431
    From related orgs
    $0
    Other
    $13,563
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $161,431
    Bonus
    $0
    Other
    $0
    Deferred
    $13,563
    Nontaxable benefits
    $0
    Filer's total
    $174,994
  • MIRIAM GORDON

    POLICY DIRECTOR

    Total calculated
    $125,235
    From this org
    $106,403
    From related orgs
    $0
    Other
    $18,832
    Hours/week
    40
  • JULIE LAMY

    COO

    Total calculated
    $108,254
    From this org
    $103,157
    From related orgs
    $0
    Other
    $5,097
    Hours/week
    40
  • VANESSA TIONGSON

    MARKETING DIRECTOR

    Total calculated
    $135,194
    From this org
    $135,194
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202333119349301563

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