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Nonprofiteer
← UPSTREAM USA INC

Form 990 for tax year 2024

Filed by UPSTREAM USA INC.

Totals

Total revenue
$38,703,079
Total expenses
$47,863,156
Contributions and grants received
$29,176,478
Grants paid
$3,080,638
Program services expenses (Part IX)
$36,793,392
Management and general expenses
$6,893,524
Fundraising expenses
$4,176,240
Program service expenses (Part III)
$36,793,392

Program services were 76.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Mark Edwards

    Co-Founder

    Total calculated
    $543,495
    From this org
    $494,861
    From related orgs
    $0
    Other
    $48,634
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,861
    Bonus
    $41,000
    Other
    $0
    Deferred
    $17,877
    Nontaxable benefits
    $31,579
    Filer's total
    $544,317

  • Nicole Mckinney

    Chief of Organizational Effectiveness and Culture

    Total calculated
    $371,370
    From this org
    $329,966
    From related orgs
    $0
    Other
    $41,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $328,966
    Bonus
    $1,000
    Other
    $0
    Deferred
    $16,650
    Nontaxable benefits
    $25,541
    Filer's total
    $372,157

  • Jessica Greenfield

    CFO and Treasurer

    Total calculated
    $360,967
    From this org
    $327,712
    From related orgs
    $0
    Other
    $33,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,379
    Bonus
    $333
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,076
    Filer's total
    $361,788

  • Lisa Goldthwaite

    Clinical Advisor

    Total calculated
    $331,855
    From this org
    $292,332
    From related orgs
    $0
    Other
    $39,523
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $291,332
    Bonus
    $1,000
    Other
    $0
    Deferred
    $14,703
    Nontaxable benefits
    $25,641
    Filer's total
    $332,676

  • Elizabeth Kaltman

    Lead Clinical Advisor

    Total calculated
    $289,444
    From this org
    $274,008
    From related orgs
    $0
    Other
    $15,436
    Hours/week
    24

    Schedule J breakdown matched by us

    Base
    $273,008
    Bonus
    $1,000
    Other
    $0
    Deferred
    $13,584
    Nontaxable benefits
    $2,673
    Filer's total
    $290,265

  • Sarah Pierson

    Chief Dev and External Affairs Officer

    Total calculated
    $307,205
    From this org
    $273,864
    From related orgs
    $0
    Other
    $33,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,864
    Bonus
    $1,000
    Other
    $0
    Deferred
    $13,830
    Nontaxable benefits
    $20,332
    Filer's total
    $308,026

  • Jessica Beaman

    Lead Clinical Trainer

    Total calculated
    $284,579
    From this org
    $266,162
    From related orgs
    $0
    Other
    $18,417
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $265,162
    Bonus
    $1,000
    Other
    $0
    Deferred
    $13,365
    Nontaxable benefits
    $5,873
    Filer's total
    $285,400

  • Keshia Hughston

    VP People and Culture

    Total calculated
    $287,598
    From this org
    $263,546
    From related orgs
    $0
    Other
    $24,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,207
    Bonus
    $16,339
    Other
    $0
    Deferred
    $13,125
    Nontaxable benefits
    $11,749
    Filer's total
    $288,420

  • Jessica Foster

    President from 12-05-2024

    Total calculated
    $262,299
    From this org
    $224,936
    From related orgs
    $0
    Other
    $37,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,936
    Bonus
    $0
    Other
    $0
    Deferred
    $10,950
    Nontaxable benefits
    $26,961
    Filer's total
    $262,847

  • John Ho

    Assistant Secretary

    Total calculated
    $161,735
    From this org
    $143,238
    From related orgs
    $0
    Other
    $18,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,738
    Bonus
    $500
    Other
    $0
    Deferred
    $7,160
    Nontaxable benefits
    $12,036
    Filer's total
    $162,434

  • Anita Bekenstein

    Chair to 12-05-2024 and Comp Comm Chair

    Total calculated
    $0
    Hours/week
    1

  • Sarah Brown

    Vice-Chair to 12-05-24

    Total calculated
    $0
    Hours/week
    1

  • Keith Higgins

    Secretary and Nominating Gov Comm Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Perry

    Chair from 12-05-24 and Prog Comm Chair

    Total calculated
    $0
    Hours/week
    1

  • Paul Gannon

    Finance Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Howard Stevenson

    Audit Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Lauren Schadt Baker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Thea James

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Scott Ransom

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Donella Rapier

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ann Starrs

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Krishna White

    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 — 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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
23 June 2025
IRS schema version
2024v5.1
Source object
202531749349300003

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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