UPSTREAM USA INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UPSTREAM USA INC (EIN 35-2581424)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-01
- IRS object ID
- 202121839349300512
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-01T14:08:09-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352581424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPSTREAM USA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPST | BusinessNameControlTxt |
| Phone | 5104961999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Oliver Street Suite 402 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Quandt | PersonNm |
| Person Title | Chief Finance and Admin Officer | PersonTitleTxt |
| Phone | 5104961999 | PhoneNum |
| Signature | 2021-07-01 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ann Quandt | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Oliver Street Suite 402 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,181,622 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.upstream.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Upstream's mission is to expand opportunity by reducing unplanned pregnancy across the U.S. To this end, Upstream provides training and technical assistance to health centers, increasing equitable access to the full range of contraceptive options. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 240 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,862,738 | PYContributionsGrantsAmt |
| CY Contributions Grants | $60,537,887 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $987,705 | PYInvestmentIncomeAmt |
| CY Investment Income | $418,950 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,772 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,239 | CYOtherRevenueAmt |
| PY Total Revenue | $56,846,671 | PYTotalRevenueAmt |
| CY Total Revenue | $60,941,598 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $412,651 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $513,678 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,698,974 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,883,356 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $778,175 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,087,780 | PYOtherExpensesAmt |
| CY Other Expenses | $7,356,818 | CYOtherExpensesAmt |
| PY Total Expenses | $24,199,405 | PYTotalExpensesAmt |
| CY Total Expenses | $31,753,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,647,266 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,187,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,094,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,954,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,705,766 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,377,775 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,388,834 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,576,580 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Upstream's mission is to expand opportunity by reducing unplanned pregnancy across the U.S. To this end, Upstream provides training and technical assistance to health centers, increasing equitable access to the full range of contraceptive options. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,939,203 | ExpenseAmt |
| Grant | $772 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In 2020, Upstream North Carolina established formal partnerships with 12 new healthcare agencies who reach over 135,000 women of reproductive age annually, bringing us up to a total of 22 partner agencies who combined reach nearly 225,000 women of reproductive age annually across the state. In addition, we provided technical assistance and training to 10 sites in 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,481,248 | ExpenseAmt |
| Grant | $349,205 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In 2020, Upstream Washington established formal partnerships with 4 new healthcare agencies who reach approximately 8,600 women of reproductive age annually, bringing us up to a total of 19 healthcare partners, who combined serve a total of 216,845 women of reproductive age annually across the state. Through our work we provided technical assistance to 11 health centers and hosted 18 trainings. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,599,815 | ExpenseAmt |
| Grant | $16,711 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In 2020, Upstream Massachusetts established formal partnerships with 4 new healthcare agencies who reach over 41,000 women of reproductive age annually, bringing us up to a total of 14 healthcare partners, who combined serve a total of 86,000 women of reproductive age annually across the state. In addition, we implemented its training and technical assistance program for 11 agencies and completed contraceptive care trainings for 7 health centers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,427,222 | ExpenseAmt |
| Grant | $146,989 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In 2020, Upstream Rhode Island launched and established partnership agreements with 9 healthcare agencies that serve approximately 48,500 women of reproductive age. In addition, we provided technical assistance to 1 agency during this first year of operations in the state. While our program formally concluded in Delaware in 2019, we continued monitoring and evaluating data for evidence of the sustainability of our program throughout 2020. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,427,222 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $146,989 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,447,488 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 240 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Quandt | PersonNm |
| Phone | 5104961999 | 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 (24 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark Edwards | ||||||||||
| Co-Founder, CEO | 40 | 0 | Yes (X) | Yes (X) | $352,616 | $0 | $45,402 | |||
| Melanie Manning | ||||||||||
| Chief Human Resources Officer | 40 | 0 | $243,391 | $0 | $22,312 | Yes (X) | ||||
| Ann Quandt | ||||||||||
| Treasurer, Chief Finance & Administration Officer | 40 | 0 | Yes (X) | $247,261 | $0 | $12,264 | ||||
| Siobhan Shand | ||||||||||
| Chief Program Officer | 40 | 0 | $217,477 | $0 | $39,432 | Yes (X) | ||||
| Kelleen Kaye | ||||||||||
| Senior Advisor for Research Strategy | 40 | 0 | $206,086 | $0 | $40,757 | Yes (X) | ||||
| Chelsea Waliser | ||||||||||
| Executive Director, WA | 40 | 0 | $185,448 | $0 | $33,422 | Yes (X) | ||||
| Nicole McKinney | ||||||||||
| Executive Director, NC | 40 | 0 | $182,923 | $0 | $31,422 | Yes (X) | ||||
| Shirley Kim | ||||||||||
| National Director of Quality Improvement | 40 | 0 | $169,516 | $0 | $42,772 | Yes (X) | ||||
| Peter Belden | ||||||||||
| Former CEO | 40 | 0 | $208,958 | $0 | $0 | Yes (X) | ||||
| Jennifer LeMieux | ||||||||||
| Executive Director, MA | 40 | 0 | $182,808 | $0 | $9,623 | Yes (X) | ||||
| Jarid Siegel | ||||||||||
| VP of Data & Technology | 40 | 0 | $176,585 | $0 | $8,780 | Yes (X) | ||||
| Elizabeth O'Neill | ||||||||||
| Executive Director, DE | 40 | 0 | $161,420 | $0 | $18,738 | Yes (X) | ||||
| Katherine Barrett | ||||||||||
| Vice Sec., VP Investor Relations & Board Gov. | 40 | 0 | Yes (X) | $151,694 | $0 | $26,660 | ||||
| Seville Meli | ||||||||||
| State Director of Programs, MA | 40 | 0 | $163,190 | $0 | $10,678 | Yes (X) | ||||
| Sarah Beaulieu | ||||||||||
| Assistant Secretary, Director of Development | 40 | 0 | Yes (X) | $61,874 | $0 | $2,538 | ||||
| Anita Bekenstein | ||||||||||
| Chair | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sarah Brown | ||||||||||
| Vice Chair | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Paul Gannon | ||||||||||
| Compensation Committee Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Perry | ||||||||||
| Finance Committee Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Howard H Stevenson | ||||||||||
| Audit Committee Chair | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thea James | ||||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ophelia Garmon-Brown | ||||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Markell | ||||||||||
| Board Member | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Keith Higgins | ||||||||||
| Secretary | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,911,247 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $344,800 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 73 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| Smart Design LLC | ||||||
| 601 W 26th St Ste 1820 | New York | NY | 10001 | Educational material design | $251,060 | |
| TeamLogic IT of Mountain View | ||||||
| 958 San Leandro Avenue Suite 100 | Mountain View | CA | 94043 | IT support | $219,814 | Break Away Solutions LLC |
| Precision Strategies LLC | ||||||
| 901 New York Ave NW Suite 530 | Washington | DC | 20001 | Communication strategy | $196,232 | |
| Azara Healthcare LLC | ||||||
| 70 Blanchard Rd Suite 401 | Burlington | MA | 01803 | Data extraction and analysis | $170,074 | |
| Research Triangle Institute | ||||||
| PO Box 12194 | Research Triangle Park | NC | 27709 | Data extraction and analysis | $119,648 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $4,975,639 | GovernmentGrantsAmt |
| All Other Contributions | $55,562,248 | AllOtherContributionsAmt |
| Noncash Contributions | $1,650,441 | NoncashContributionsAmt |
| Total Contributions | $60,537,887 | TotalContributionsAmt |
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 | $418,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $418,950 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $224,785 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $240,024 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$15,239 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$15,239 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | 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 | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 |
| 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 |
| 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 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,941,598 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $403,711 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,678 | TotalAmt |
| Program Services | $513,678 | 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 | $2,051,438 | TotalAmt |
| Program Services | $1,083,513 | ProgramServicesAmt |
| Management And General | $624,940 | ManagementAndGeneralAmt |
| Fundraising | $342,985 | 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 | $17,084,720 | TotalAmt |
| Program Services | $15,549,755 | ProgramServicesAmt |
| Management And General | $1,346,314 | ManagementAndGeneralAmt |
| Fundraising | $188,651 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,003 | TotalAmt |
| Program Services | $640,025 | ProgramServicesAmt |
| Management And General | $51,826 | ManagementAndGeneralAmt |
| Fundraising | $11,152 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577,944 | TotalAmt |
| Program Services | $2,276,504 | ProgramServicesAmt |
| Management And General | $264,687 | ManagementAndGeneralAmt |
| Fundraising | $36,753 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,251 | TotalAmt |
| Program Services | $1,283,622 | ProgramServicesAmt |
| Management And General | $144,577 | ManagementAndGeneralAmt |
| Fundraising | $38,052 | 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 | $21,299 | TotalAmt |
| Program Services | $2,811 | ProgramServicesAmt |
| Management And General | $17,445 | ManagementAndGeneralAmt |
| Fundraising | $1,043 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,507 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $109,507 | 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 | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,221,408 | TotalAmt |
| Program Services | $1,838,180 | ProgramServicesAmt |
| Management And General | $304,070 | ManagementAndGeneralAmt |
| Fundraising | $79,158 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,844 | TotalAmt |
| Program Services | $23,236 | ProgramServicesAmt |
| Management And General | $20,608 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,908 | TotalAmt |
| Program Services | $198,140 | ProgramServicesAmt |
| Management And General | $18,306 | ManagementAndGeneralAmt |
| Fundraising | $1,462 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,548 | TotalAmt |
| Program Services | $657,122 | ProgramServicesAmt |
| Management And General | $54,767 | ManagementAndGeneralAmt |
| Fundraising | $16,659 | 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 | $1,568,609 | TotalAmt |
| Program Services | $1,283,466 | ProgramServicesAmt |
| Management And General | $240,192 | ManagementAndGeneralAmt |
| Fundraising | $44,951 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,223 | TotalAmt |
| Program Services | $297,816 | ProgramServicesAmt |
| Management And General | $17,148 | ManagementAndGeneralAmt |
| Fundraising | $6,259 | 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 | $109,254 | TotalAmt |
| Program Services | $102,824 | ProgramServicesAmt |
| Management And General | $3,773 | ManagementAndGeneralAmt |
| Fundraising | $2,657 | 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 | $205,327 | TotalAmt |
| Program Services | $141,348 | ProgramServicesAmt |
| Management And General | $63,979 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,938 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $112,938 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Measurement and Evaluation | $1,083,264 | $1,083,264 | $0 | $0 |
| Equipment | $303,682 | $187,858 | $110,256 | $5,568 |
| Trainings and Events | $218,768 | $216,011 | $1,169 | $1,588 |
| Learning and Staff Development | $72,307 | $64,033 | $7,052 | $1,222 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,932 | TotalAmt |
| Program Services | $4,282 | ProgramServicesAmt |
| Management And General | $14,635 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,753,852 | TotalAmt |
| Program Services | $27,447,488 | ProgramServicesAmt |
| Management And General | $3,528,189 | ManagementAndGeneralAmt |
| Fundraising | $778,175 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,999,473 | BOYAmt |
| EOY | $615,926 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,144,102 | BOYAmt |
| EOY | $96,030,647 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,560,209 | BOYAmt |
| EOY | $14,209,210 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,843 | BOYAmt |
| EOY | $764,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,378,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $362,572 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,781 | BOYAmt |
| EOY | $1,015,454 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,617,191 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,001 | BOYAmt |
| EOY | $318,449 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,094,600 | BOYAmt |
| EOY | $112,954,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,705,766 | BOYAmt |
| EOY | $3,377,775 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,705,766 | BOYAmt |
| EOY | $3,377,775 | 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 | $54,648,785 | BOYAmt |
| EOY | $73,800,965 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,740,049 | BOYAmt |
| EOY | $35,775,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,388,834 | BOYAmt |
| EOY | $109,576,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,094,600 | BOYAmt |
| EOY | $112,954,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $29,187,746 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,376,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,229,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,862,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,537,887 | CurrentTaxYearAmt |
| Total | $166,006,804 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,376,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,229,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,862,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,537,887 | CurrentTaxYearAmt |
| Total | $166,006,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,989,017 | SubstantialContributorsTotAmt |
| Public Support Total170 | $153,017,787 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $336,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $643,735 | CurrentTaxYearAmt |
| Total | $2,212,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $168,219,284 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 | $2,096 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,096 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,751,756 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,753,852 | 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 | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,096 | CurrentYearAmt |
| Total | $2,096 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2a | FormAndLineReferenceDesc |
| Explanation | Upstream made its first ยง501(h) election in the tax year ending December 31, 2020. The election has not been revoked. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $79,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,081 | DepreciationAmt |
| Book Value | $61,422 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,298,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $344,491 | DepreciationAmt |
| Book Value | $954,032 | 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 | $1,015,454 | TotalBookValueLandBuildingsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,440,423 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $258,801 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $258,801 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,181,622 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$240,024 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$240,024 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $60,941,598 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,252,677 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $258,801 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $240,024 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $498,825 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,753,852 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,753,852 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | Upstream accounts for uncertainty in income taxes in accordance with ASC Topic, Income Taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Upstream has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at December 31, 2020 and 2019. |
| Schedule D, Part XI, Line 4b | This reconciling item is the rental expense included on Part VIII, Line 6b that is associated with the sublease of Upstream office space. Expenses include rent expenses for the sublease and commissions. |
| Schedule D, Part XII, Line 2d | This reconciling item is the rental expense included on Part VIII, Line 6b that is associated with the sublease of Upstream office space. Expenses include rent expenses for the sublease and commissions. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Bayhealth Medical Center Inc | ||||||||||
| 640 South State Street | Dover | DE | 19901 | 510064318 | 501(c)(3) | $10,000 | $0 | Cash | Reproductive Health Program Training | |
| Columbia Basin Health Association | ||||||||||
| 1515 E Columbia Street | Othello | WA | 993441846 | 910896701 | 501(c)(3) | $39,242 | $0 | Cash | Reproductive Health Program Training | |
| Community Health Association of Spokane | ||||||||||
| 203 N Washington Street | Spokane | WA | 99201 | 911641797 | 501(c)(3) | $23,000 | $0 | Cash | Reproductive Health Program Training | Suite 300 |
| Confederated Tribes of the Chehalis Reservation | ||||||||||
| PO Box 536 | Oakville | WA | 98568 | 910887144 | Chehalis Tribe | $18,650 | $0 | Cash | Reproductive Health Program Training | 420 Howanut Road |
| Harbor Health Services Inc | ||||||||||
| 1135 Morton Street | Mattapan | MA | 02126 | 237100550 | 501(c)(3) | $8,711 | $0 | Cash | Reproductive Health Program Training | |
| Jefferson County Public Health | ||||||||||
| 615 Sheridan Street | Port Townsend | WA | 98368 | 916001322 | Jefferson County PH | $10,000 | $0 | Cash | Reproductive Health Program Training | |
| Klickitat County Public Hospital District #1 | ||||||||||
| 310 S Roosevelt | Goldendale | WA | 98620 | 916001738 | Klickitat County PH | $14,250 | $0 | Cash | Reproductive Health Program Training | |
| Mt Baker Planned Parenthood | ||||||||||
| 1509 Cornwall Avenue | Bellingham | WA | 98225 | 910846274 | 501(c)(3) | $14,000 | $0 | Cash | Reproductive Health Program Training | |
| Nanticoke Memorial Hospital Inc | ||||||||||
| 801 Middleford Road | Seaford | DE | 19973 | 510069243 | 501(c)(3) | $10,000 | $0 | Cash | Reproductive Health Program Training | |
| Planned Parenthood of Delaware Inc | ||||||||||
| 625 N Shipley Street | Wilmington | DE | 19801 | 510066725 | 501(c)(3) | $98,489 | $0 | Cash | Reproductive Health Program Training | |
| Planned Parenthood of Greater Washington and North Idaho | ||||||||||
| 1117 Tieton Drive | Yakima | WA | 98902 | 916071384 | 501(c)(3) | $67,000 | $0 | Cash | Reproductive Health Program Training | |
| Planned Parenthood of the Great Northwest and the Hawaiian Islands | ||||||||||
| 2001 E Madison Street | Seattle | WA | 98122 | 910686012 | 501(c)(3) | $125,000 | $0 | Cash | Reproductive Health Program Training | |
| South Seattle Women's Health Foundation | ||||||||||
| 4200 S Othello Street 122 | Seattle | WA | 98118 | 473348689 | 501(c)(3) | $33,563 | $0 | Cash | Reproductive Health Program Training | |
| Westside Family Healthcare Inc | ||||||||||
| 300 Water Street | Wilmington | DE | 19801 | 222488654 | 501(c)(3) | $10,000 | $0 | Cash | Reproductive Health Program Training | Suite 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Upstream works in partnership with organizations receiving grants to determine program milestones that will initiate grant payments once they are met. These milestones are documented and agreed to in a memorandum of understanding between Upstream and the organization receiving the grant. When a milestone is reached, Upstream reviews and verifies supporting documentation, such as a training roster or evidence of an organization's expenditure, before issuing the grant payment. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 Rltd OrgsCompReportPrior990RltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Edwards | ||||||||||||||
| Co-Founder, CEO | $312,616 | $0 | $40,000 | $0 | $0 | $0 | $14,500 | $0 | $31,736 | $0 | $398,852 | $0 | $0 | |
| Melanie Manning | ||||||||||||||
| Chief Human Resources Officer | $243,391 | $0 | $0 | $0 | $0 | $0 | $12,161 | $0 | $10,150 | $0 | $265,702 | $0 | $0 | $0 |
| Ann Quandt | ||||||||||||||
| Treasurer, Chief Finance & Administration Officer | $247,261 | $0 | $0 | $0 | $0 | $0 | $12,264 | $0 | $0 | $0 | $259,525 | $0 | $0 | $0 |
| Siobhan Shand | ||||||||||||||
| Chief Program Officer | $217,477 | $0 | $0 | $0 | $0 | $0 | $10,969 | $0 | $29,224 | $0 | $257,670 | $0 | $0 | $0 |
| Kelleen Kaye | ||||||||||||||
| Senior Advisor for Research Strategy | $206,086 | $0 | $0 | $0 | $0 | $0 | $11,200 | $0 | $30,370 | $0 | $247,656 | $0 | $0 | $0 |
| Chelsea Waliser | ||||||||||||||
| Executive Director, WA | $185,448 | $0 | $0 | $0 | $0 | $0 | $7,620 | $0 | $25,802 | $0 | $218,870 | $0 | $0 | $0 |
| Nicole McKinney | ||||||||||||||
| Executive Director, NC | $180,923 | $0 | $2,000 | $0 | $0 | $0 | $9,233 | $0 | $22,189 | $0 | $214,345 | $0 | $0 | $0 |
| Shirley Kim | ||||||||||||||
| National Director of Quality Improvement | $169,516 | $0 | $0 | $0 | $0 | $0 | $8,840 | $0 | $34,681 | $0 | $213,037 | $0 | $0 | $0 |
| Peter Belden | ||||||||||||||
| Former CEO | $0 | $0 | $0 | $0 | $208,958 | $0 | $0 | $0 | $0 | $0 | $208,958 | $0 | $0 | $0 |
| Jennifer LeMieux | ||||||||||||||
| Executive Director, MA | $182,808 | $0 | $0 | $0 | $0 | $0 | $9,061 | $0 | $1,332 | $0 | $193,201 | $0 | $0 | $0 |
| Jarid Siegel | ||||||||||||||
| VP of Data & Technology | $176,585 | $0 | $0 | $0 | $0 | $0 | $8,385 | $0 | $395 | $0 | $185,365 | $0 | $0 | $0 |
| Elizabeth O'Neill | ||||||||||||||
| Executive Director, DE | $161,420 | $0 | $0 | $0 | $0 | $0 | $8,088 | $0 | $11,303 | $0 | $180,811 | $0 | $0 | $0 |
| Katherine Barrett | ||||||||||||||
| Vice Sec., VP Investor Relations & Board Gov. | $139,897 | $0 | $0 | $0 | $11,797 | $0 | $2,967 | $0 | $24,199 | $0 | $178,860 | $0 | $0 | $0 |
| Seville Meli | ||||||||||||||
| State Director of Programs, MA | $163,190 | $0 | $0 | $0 | $0 | $0 | $8,096 | $0 | $2,582 | $0 | $173,868 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4 | Peter Belden, former CEO, received one year of salary on Upstream's regular pay period cycle as a severance payment. During 2020, Peter received $208,958 of severance payments. |
| Schedule J, Part I, Line 7 | Upstream provides a referral bonus to any employee who referred a candidate that was hired by Upstream. Any such bonuses are reviewed and approved by organizational leadership. The CEO received a discretionary bonus payment in recognition of high performance and outstanding work. This was determined and authorized by the Board's Compensation Committee and the independent members of the Upstream Board of Directors. Refer to Schedule O for additional information regarding the determination of compensation. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,650,441 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 9 | FormAndLineReferenceDesc |
| Explanation | In column (b), Upstream is reporting the number of stock contributions in 2020. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | As a non-stock, non-profit Delaware corporation, Upstream has members, but the governing documents state that the members shall consist of those persons serving as directors. Members have no right to vote on any matter other than the election and removal of directors. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by the Upstream accounting team and then reviewed closely by AAFCPAs, Upstream's tax advisor, and Upstream's Chief of Finance & Administration Officer. This draft is then provided to the Audit Committee for their review and approval. Finally, the Form 990 is provided to the full Board of Directors prior to filing. Any and all questions and comments are addressed by the Upstream Chief Finance & Administration Officer who engages AAFCPAs in the discussion whenever relevant or necessary. |
| Form 990, Part VI, Section B, Line 12c | The Board authorized and oversees an annual review of the administration of Upstream's conflict of interest policy. The review may be written or oral. The review shall consider the level of compliance with the policy, the continuing suitability of the policy, and whether the policy should be modified and improved. The process occurs each year during a scheduled meeting of the Upstream Board. |
| Form 990, Part VI, Section B, Line 15 | The Compensation Committee of the Board of Directors, none of whose members have a conflict of interest, is charged with recommending the compensation of Upstream's CEO and CFAO to the Board of Directors on an annual basis. Comparability data for similarly qualified persons in functionally comparable positions at similarly situated organizations is prepared by a compensation consultant on a regular basis. This data was last compiled to set 2020 compensation rates and will next be compiled in Fall 2021. The CEO's 360 performance evaluations, the CFAO's performance evaluation, and the comparability data, in years which it is compiled, are reviewed by the Compensation Committee before forming recommendations around changes in compensation to the Board of Directors. The Board of Directors reviews the Committee's recommendation and votes on it. The CEO, who is also a member of the Board of Directors, is recused from this review and vote. These deliberations and decisions are documented in the minutes contemporaneously. This recommendation, review, and vote occur every year and were last completed in 2020. |
| Form 990, Part VI, Section C, Line 19 | Upstream's governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part XII, Line 2c | The process has not changed from the prior year. |
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