Totals
- Total revenue
- $121,746,531
- Total expenses
- $45,445,245
- Contributions and grants received
- $115,210,916
- Grants paid
- $2,517,487
- Program service revenue
- $0
- Investment income
- $6,695,562
- Other revenue
- -$159,947
- Total assets, end of year
- $250,903,262
- Total liabilities, end of year
- $4,475,959
- Net assets or fund balances, end of year
- $246,427,303
- Program services expenses (Part IX)
- $35,775,968
- Management and general expenses
- $6,407,366
- Fundraising expenses
- $3,261,911
- Program service expenses (Part III)
- $35,775,968
Program services were 78.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$1,926,264
-
1f · All other contributions, gifts and grants
$113,284,652
-
1g · Noncash contributions included above
$27,512,958
-
3 · Investment income
total $5,992,875 · related or exempt $0 · unrelated business $0 · excluded $5,992,875
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $605,144 · personal property $0
-
6b · Less rental expenses
real property $765,091 · personal property $0
-
6c · Rental income or loss
real property -$159,947 · personal property $0
-
6d · Net rental income or loss
total -$159,947 · related or exempt $0 · unrelated business $0 · excluded -$159,947
-
7a · Gross sales of assets other than inventory
securities $30,561,250 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $29,858,563 · other assets $0
-
7c · Gain or loss
securities $702,687 · other assets $0
-
7d · Net gain or loss
total $702,687 · related or exempt $0 · unrelated business $0 · excluded $702,687
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,517,487 · program services $2,517,487
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $1,330,319 · program services $532,381 · management and general $262,865 · fundraising $535,073
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $22,047,728 · program services $17,181,389 · management and general $3,325,303 · fundraising $1,541,036
-
8 · Pension plan contributions
total $949,005 · program services $737,031 · management and general $145,813 · fundraising $66,161
-
9 · Other employee benefits
total $3,402,579 · program services $2,647,705 · management and general $472,026 · fundraising $282,848
-
10 · Payroll taxes
total $1,821,297 · program services $1,385,761 · management and general $276,253 · fundraising $159,283
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $128,212 · program services $10,118 · management and general $118,094 · fundraising $0
-
11c · Fees: accounting
total $50,355 · program services $0 · management and general $50,355 · fundraising $0
-
11d · Fees: lobbying
total $87,250 · program services $87,250 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $74,935 · program services $0 · management and general $74,935 · fundraising $0
-
11g · Fees: other
total $3,998,573 · program services $3,034,507 · management and general $571,655 · fundraising $392,411
-
12 · Advertising and promotion
total $2,208,767 · program services $2,208,027 · management and general $601 · fundraising $139
-
13 · Office expenses
total $119,533 · program services $82,282 · management and general $32,266 · fundraising $4,985
-
14 · Information technology
total $1,002,729 · program services $683,187 · management and general $284,287 · fundraising $35,255
-
16 · Occupancy
total $606,798 · program services $412,877 · management and general $149,746 · fundraising $44,175
-
17 · Travel
total $1,623,370 · program services $1,308,259 · management and general $214,069 · fundraising $101,042
-
19 · Conferences, conventions and meetings
total $172,396 · program services $160,926 · management and general $10,338 · fundraising $1,132
-
22 · Depreciation, depletion and amortization
total $199,353 · program services $199,353 · management and general $0 · fundraising $0
-
23 · Insurance
total $178,427 · program services $29,096 · management and general $145,987 · fundraising $3,344
-
24a · Other expenses: Measurement and Evaluation
total $1,406,175 · program services $1,406,175 · management and general $0 · fundraising $0
-
24b · Other expenses: Trainings and Events
total $971,005 · program services $813,678 · management and general $98,764 · fundraising $58,563
-
24c · Other expenses: Learning and Staff Development
total $154,359 · program services $104,580 · management and general $36,519 · fundraising $13,260
-
24d · Other expenses: Equipment
total $303,471 · program services $232,946 · management and general $47,321 · fundraising $23,204
-
24e · All other expenses
total $91,122 · program services $953 · management and general $90,169 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,381,625 · end of year $373,502
-
2 · Savings and temporary cash investments
beginning of year $22,278,136 · end of year $3,418,311
-
3 · Pledges and grants receivable
beginning of year $7,252,447 · end of year $29,585,048
-
9 · Prepaid expenses and deferred charges
beginning of year $857,189 · end of year $1,068,112
-
10a · Land, buildings and equipment: cost or other basis
$1,240,397
-
10b · Land, buildings and equipment: accumulated depreciation
$711,893
-
10c · Land, buildings and equipment, net
beginning of year $666,583 · end of year $528,504
-
11 · Investments: publicly traded securities
beginning of year $134,931,450 · end of year $214,710,701
-
15 · Other assets
beginning of year $5,275,293 · end of year $1,219,084
-
17 · Accounts payable and accrued expenses
beginning of year $2,622,545 · end of year $3,489,281
-
25 · Other liabilities
beginning of year $1,876,295 · end of year $986,678
-
27 · Net assets without donor restrictions
beginning of year $126,109,843 · end of year $217,517,575
-
28 · Net assets with donor restrictions
beginning of year $42,034,040 · end of year $28,909,728
Mission and programs · 2023
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.
Activities or mission (Part I)
Upstream's mission is to ensure that equitable, patient-centered contraceptive care is basic healthcare.
-
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.
Expenses $35,775,968 · Grants $2,517,487
As filed on the 2023 return.
Listed in Part VII
-
Mark Edwards
Co-Founder, CEO
- Total calculated
- $550,986
- From this org
- $507,362
- From related orgs
- $0
- Other
- $43,624
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $407,362
- Bonus
- $100,000
- Other
- $0
- Deferred
- $16,500
- Nontaxable benefits
- $27,958
- Filer's total
- $551,820
-
Ann Quandt
COO, Treasurer to 11/16/23
- Total calculated
- $359,232
- From this org
- $342,732
- From related orgs
- $0
- Other
- $16,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $341,732
- Bonus
- $1,000
- Other
- $0
- Deferred
- $16,500
- Nontaxable benefits
- $0
- Filer's total
- $359,232
-
Nicole Mckinney
Chief of Org. Eff. and Cult.
- Total calculated
- $322,114
- From this org
- $283,016
- From related orgs
- $0
- Other
- $39,098
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $283,016
- Bonus
- $0
- Other
- $0
- Deferred
- $14,260
- Nontaxable benefits
- $24,837
- Filer's total
- $322,113
-
Lisa Goldthwaite
Clinical Advisor
- Total calculated
- $311,851
- From this org
- $273,644
- From related orgs
- $0
- Other
- $38,207
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $262,142
- Bonus
- $11,502
- Other
- $0
- Deferred
- $13,747
- Nontaxable benefits
- $24,460
- Filer's total
- $311,851
-
Kelleen Kay
Senior Research Advisor
- Total calculated
- $292,046
- From this org
- $247,688
- From related orgs
- $0
- Other
- $44,358
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $235,753
- Bonus
- $11,935
- Other
- $0
- Deferred
- $12,502
- Nontaxable benefits
- $32,669
- Filer's total
- $292,859
-
Elizabeth Kaltman
Lead Clinical Advisor
- Total calculated
- $283,023
- From this org
- $267,698
- From related orgs
- $0
- Other
- $15,325
- Hours/week
- 24
Schedule J breakdown matched by us
- Base
- $262,744
- Bonus
- $4,954
- Other
- $0
- Deferred
- $13,293
- Nontaxable benefits
- $2,032
- Filer's total
- $283,023
-
Andrew Meyer
Chief Growth Officer
- Total calculated
- $282,892
- From this org
- $263,238
- From related orgs
- $0
- Other
- $19,654
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,681
- Bonus
- $0
- Other
- $147,557
- Deferred
- $5,921
- Nontaxable benefits
- $13,733
- Filer's total
- $282,892
-
Sarah Pierson
Asst Sec to 11/16/23, Chief Dev. & Ext. Aff. Off.
- Total calculated
- $279,226
- From this org
- $252,831
- From related orgs
- $0
- Other
- $26,395
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,831
- Bonus
- $0
- Other
- $0
- Deferred
- $12,757
- Nontaxable benefits
- $13,638
- Filer's total
- $279,226
-
Jessica Greenfield
CFO, Treasurer from 11/16/23
- Total calculated
- $66,106
- From this org
- $58,918
- From related orgs
- $0
- Other
- $7,188
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $58,918
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $7,188
- Filer's total
- $66,106
-
John Ho
Asst Sec from 11/16/23, Dir. of Exec. & Board Op.
- Total calculated
- $64,086
- From this org
- $55,998
- From related orgs
- $0
- Other
- $8,088
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $55,998
- Bonus
- $0
- Other
- $0
- Deferred
- $2,827
- Nontaxable benefits
- $5,262
- Filer's total
- $64,087
-
Anita Bekenstein
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Brown
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Paul Gannon
Compensation Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Mark Perry
Finance Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Howard H Stevenson
Audit Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Baker
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Thea James
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Krishna White
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Keith Higgins
Secretary, Nominating/Governance Comm. Chair
- Total calculated
- $0
- Hours/week
- 1
-
Scott Ransom
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Ann Starrs
Board Member
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 4
- Andrew Meyer transitioned out of the organization with 26 weeks transition pay, $147,556.76.
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
-
Contraceptive Coverage
-
Contraceptive Coverage
-
Contraceptive Coverage
-
$75,000
Reproductive Health Program Training
-
Reproductive Health Program Training
-
Reproductive Health Program Training
-
$66,500
Reproductive Health Program Training
-
Jefferson Co Public Hospital District 2 dba Jefferson Healthcare
$44,500
Reproductive Health Program Training
-
Reproductive Health Program Training
-
$40,000
Reproductive Health Program Training
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441729349301314
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.