Upstream Usa Inc
- Assets
- $250.9m
- Revenue
- $121.7m
- Investments
- $0.0
- Employees
- 206
- Location
- Boston, MA
- Founding
- 05/2017
- Data as of
- 12/2023
- EIN
- 35-2581424
Organization Overview
Upstream Usa Inc is located in Boston, MA. The organization was established in 2017. According to its NTEE Classification (E21) the organization is classified as: Community Health Systems, under the broad grouping of Health Care and related organizations. As of 12/2023, Upstream USA Inc employed 206 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upstream USA Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Upstream USA Inc generated $121.7m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 44.2% each year . All expenses for the organization totaled $45.4m during the year ending 12/2023. While expenses have increased by 27.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Upstream USA Inc has awarded 185 individual grants totaling $6,860,526. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
UPSTREAM'S MISSION IS TO ENSURE THAT EQUITABLE, PATIENT-CENTERED CONTRACEPTIVE CARE IS BASIC HEALTHCARE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Edwards Co-Founder, CEO | OfficerTrustee | 40 | $507,362 |
Ann Quandt Coo, Treasurer To 11/16/23 | Officer | 40 | $342,732 |
Nicole Mckinney Chief Of Org. Eff. And Cult. | 40 | $283,016 | |
Lisa Goldthwaite Clinical Advisor | 32 | $273,644 | |
Kelleen Kay Senior Research Advisor | 40 | $247,688 | |
Elizabeth Kaltman Lead Clinical Advisor | 24 | $267,698 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nonprofit Hr Solutions Llc Hr Support | 12/30/23 | $188,276 |
Azara Healthcare Llc Data Extraction And Analysis | 12/30/23 | $871,113 |
Prince Lobel Tye Llp Legal Consulting | 12/30/23 | $145,487 |
Teamlogic It Of Mountain View It Consulting | 12/30/23 | $165,152 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,926,264 |
| All other contributions, gifts, grants, and similar amounts not included above | $113,284,652 |
| Noncash contributions included in lines 1a–1f | $27,512,958 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $115,210,916 |
| Total Program Service Revenue | $0 |
| Investment income | $5,992,875 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$159,947 |
| Net Gain/Loss on Asset Sales | $702,687 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $121,746,531 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,517,487 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,330,319 |
| Compensation of current officers, directors, key employees. | $262,865 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $22,047,728 |
| Pension plan accruals and contributions | $949,005 |
| Other employee benefits | $3,402,579 |
| Payroll taxes | $1,821,297 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $128,212 |
| Fees for services: Accounting | $50,355 |
| Fees for services: Lobbying | $87,250 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $74,935 |
| Fees for services: Other | $3,998,573 |
| Advertising and promotion | $2,208,767 |
| Office expenses | $119,533 |
| Information technology | $1,002,729 |
| Royalties | $0 |
| Occupancy | $606,798 |
| Travel | $1,623,370 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $172,396 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $199,353 |
| Insurance | $178,427 |
| All other expenses | $91,122 |
| Total functional expenses | $45,445,245 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $373,502 |
| Savings and temporary cash investments | $3,418,311 |
| Pledges and grants receivable | $29,585,048 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,068,112 |
| Net Land, buildings, and equipment | $528,504 |
| Investments—publicly traded securities | $214,710,701 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,219,084 |
| Total assets | $250,903,262 |
| Accounts payable and accrued expenses | $3,489,281 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $986,678 |
| Total liabilities | $4,475,959 |
| Net assets without donor restrictions | $217,517,575 |
| Net assets with donor restrictions | $28,909,728 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $250,903,262 |
Grants Awarded
Over the last fiscal year, Upstream Usa Inc has awarded $2,586,499 in support to 70 organizations.
| Grant Recipient | Amount |
|---|---|
WOMENS HEALTH AND FAMILY PLANNING ASSOCIATION OF TEXAS DBA EVERY BODY TX PURPOSE: Contraceptive Coverage | $628,387 |
ALLIANCECHICAGO - ILLINOIS CONTRACEPTIVE ACCESS NOW ICAN PURPOSE: Contraceptive Coverage | $203,500 |
MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS INC PURPOSE: Contraceptive Coverage | $150,000 |
CARING HEALTH CENTER PURPOSE: Reproductive Health Program Training | $75,000 |
NORTH END COMMUNITY HEALTH COMMITTEE INC DBA NEW HEALTH PURPOSE: Reproductive Health Program Training | $75,000 |
WASHINGTON ASSOCIATION FOR COMMUNITY HEALTH PURPOSE: Reproductive Health Program Training | $70,436 |