Upstream USA INC FY2020 filing

Tax-deductible

Boston, MA501(c)(3)Since 2017HospitalsEIN 35-2581424Revenue $60.9M in FY2020

On file with the IRSupstream.org2 Oliver Street, 02109-4901 · Boston, MATax-exempt since May 2017Publicly supported charity — 170(b)(1)(A)(vi)

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Upstreams mission is to ensure that equitable patient-centered contraceptive care is basic healthcare.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$2.9M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $41.5M a year · 52% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.9M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
36 mo
of spending, in cash
Looks good: 36.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.4M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$60.9M
Spent
$31.8M
To programs
86%
Net assets
$109.6M
By yearFY2020–FY2025
Revenue
$60.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$60.9M
FY2021$35.3M
FY2022$80.2M
FY2023$121.7M
FY2024$38.7M
FY2025$142.1M
Expenses
$31.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$31.8M
FY2021$27.2M
FY2022$29.8M
FY2023$45.4M
FY2024$47.9M
FY2025$47.7M
Net assets
$109.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$109.6M
FY2021$117.7M
FY2022$168.1M
FY2023$246.4M
FY2024$238.8M
FY2025$334.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $27.4M Management & general 11% · $3.5M Fundraising 2% · $778K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $2.9M paid to officers and key staff.

Part VII, Section A · reportable compensation
Co-Founder, CEO
$352,616Pt VII · Sec A
Treasurer, Chief Finance & Administration Officer
$247,261Pt VII · Sec A
Chief Human Resources Officer
$243,391Pt VII · Sec A
Chief Program Officer
$217,477Pt VII · Sec A
Former CEO
$208,958Pt VII · Sec A
Senior Advisor for Research Strategy
$206,086Pt VII · Sec A
Executive Director, WA
$185,448Pt VII · Sec A
Executive Director, NC
$182,923Pt VII · Sec A

Mark Edwards’s $518K as Co-Founder and CEO is at the 22nd percentile of top reported officer pay among 1747 $100M+ health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mark Edwards$517,721$494,861$507,362$420,700$317,184$352,616
Jessica Foster$363,669$224,936————
Ann Quandt——$342,732$287,682$256,473$247,261
Jessica Greenfield$341,516$327,712$58,918———
Elizabeth Kaltman$339,327$274,008$267,698$223,502——
Nicole McKinney—$329,966$283,016—$187,912$182,923
Jessica Beaman$304,726$266,162————
Lisa Goldthwaite$295,967$292,332$273,644———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides training and technical assistance to healthcare providers nationwide to expand equitable access to the full range of contraceptive options and reduce unplanned pregnancies.

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Provided by the organization

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3 programs · $25.0M · in their own filed words · FY2020
01

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.

$9.9Mprogram expense
02

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.

$8.5Mprogram expense
03

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.

$6.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$25K
Grants paid · 290 grants · $10.2M · 2020–2025
See all 290 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$60.9M
Ln 12
Gifts and grantsLn 1h$60.5M
Investment incomeLn 3$419K
Money outPt IX
$31.8M
Ln 25
Programscol B$27.4M
Managementcol C$3.5M
Fundraisingcol D$778K
Owns and owesPt X
$109.6M
net assets · Ln 32
Cash and savingsLn 1–2$96.6M
Total assetsLn 16$113.0M
LiabilitiesLn 26$3.4M
PeoplePt VI, VII
24
listed · VII A
PaidVII A15
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$60.5M
Government grantsLn 1e$5.0M
Noncash giftsLn 1g$1.7M
Fundraising eventsLn 1c$0
Investment incomeLn 3$419K
Gains on assetsLn 7$0
Total revenueLn 12$60.9M
Assets in detailPt X, end of year
CashLn 1$616K
SavingsLn 2$96.0M
Cash and savings togetherLn 1–2$96.6M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.0M
Other assetsLn 15$318K
Total assetsLn 16$113.0M
LiabilitiesLn 26$3.4M
Net assetsLn 32$109.6M
OperationsPt I, VI
EmployeesI 5202
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$21.1M$96.6M
InvestmentsLn 11–13$51.6M$0
Land, buildings, equipmentLn 10c$777K$1.0M
Total assetsLn 16$83.1M$113.0M
LiabilitiesLn 26$2.7M$3.4M
Net assetsLn 32$80.4M$109.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$514K$514K
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$2.1M$1.1M$625K$343K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$17.1M$15.5M$1.3M$189K
Pension plan contributionsLn 8$703K$640K$52K$11K
Other employee benefitsLn 9$2.6M$2.3M$265K$37K
Payroll taxesLn 10$1.5M$1.3M$145K$38K
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$21K$3K$17K$1K
Accounting feesLn 11c$110K$0$110K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$2.2M$1.8M$304K$79K
Advertising and promotionLn 12$44K$23K$21K$0
Office expensesLn 13$218K$198K$18K$1K
Information technologyLn 14$729K$657K$55K$17K
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$1.6M$1.3M$240K$45K
TravelLn 17$321K$298K$17K$6K
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$109K$103K$4K$3K
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$205K$141K$64K$0
InsuranceLn 23$113K$0$113K$0
Other expenses (24a–d)Ln 24$1.7M$1.6M$118K$8K
All other expensesLn 24e$19K$4K$15K$15
Total functional expensesLn 25$31.8M$27.4M$3.5M$778K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $142.1M$47.7M$94.4M$334.5M 990 PDF
FY2024 $38.7M$47.9M−$9.2M$238.8M 990 PDF
FY2023 $121.7M$45.4M$76.3M$246.4M 990 PDF
FY2022 $80.2M$29.8M$50.4M$168.1M 990 PDF
FY2021 $35.3M$27.2M$8.1M$117.7M 990 PDF
FY2020 Viewing $60.9M$31.8M$29.2M$109.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $60,941,598 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $55,862,738$60,537,887
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $987,705$418,950
I-11 Other revenuePrior year −$3,772−$15,239
I-12 Total revenuePrior year $56,846,671$60,941,598
I-13 Grants and similar amounts paidPrior year $412,651$513,678
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $15,698,974$23,883,356
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,087,780$7,356,818
I-18 Total expensesPrior year $24,199,405$31,753,852
I-19 Revenue less expensesPrior year $32,647,266$29,187,746
Part VI · Governance 8 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $60,941,598 across 14 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$4,975,639
VIII-1f All other contributions, gifts and grants$55,562,248
VIII-1g Noncash contributions (included above)$1,650,441
VIII-1h Total contributions, gifts and grants$60,537,887
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $418,950$418,950
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax −$15,239−$15,239
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $403,711$60,941,598
Part IX · Statement of functional expenses $31,753,852 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $513,678$513,678
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $1,083,513 · Management $624,940 · Fundraising $342,985$2,051,438
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $15,549,755 · Management $1,346,314 · Fundraising $188,651$17,084,720
IX-8 Pension plan contributionsPrograms $640,025 · Management $51,826 · Fundraising $11,152$703,003
IX-9 Other employee benefitsPrograms $2,276,504 · Management $264,687 · Fundraising $36,753$2,577,944
IX-10 Payroll taxesPrograms $1,283,622 · Management $144,577 · Fundraising $38,052$1,466,251
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $2,811 · Management $17,445 · Fundraising $1,043$21,299
IX-11c Accounting feesPrograms $0 · Management $109,507 · Fundraising $0$109,507
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $1,838,180 · Management $304,070 · Fundraising $79,158$2,221,408
IX-12 Advertising and promotionPrograms $23,236 · Management $20,608 · Fundraising $0$43,844
IX-13 Office expensesPrograms $198,140 · Management $18,306 · Fundraising $1,462$217,908
IX-14 Information technologyPrograms $657,122 · Management $54,767 · Fundraising $16,659$728,548
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $1,283,466 · Management $240,192 · Fundraising $44,951$1,568,609
IX-17 TravelPrograms $297,816 · Management $17,148 · Fundraising $6,259$321,223
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $102,824 · Management $3,773 · Fundraising $2,657$109,254
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $141,348 · Management $63,979 · Fundraising $0$205,327
IX-23 InsurancePrograms $0 · Management $112,938 · Fundraising $0$112,938
IX-24 Other expenses (24a–d)Programs $1,551,166 · Management $118,477 · Fundraising $8,378$1,678,021
IX-24e All other expensesPrograms $4,282 · Management $14,635 · Fundraising $15$18,932
IX-25 Total functional expensesPrograms $27,447,488 · Management $3,528,189 · Fundraising $778,175$31,753,852
Part X · Balance sheet $112,954,355 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $10,999,473$615,926
X-2 Savings and temporary cash investmentsStart of year $10,144,102$96,030,647
X-3 Pledges and grants receivableStart of year $8,560,209$14,209,210
X-9 Prepaid expenses and deferred chargesStart of year $719,843$764,669
X-10c Land, buildings and equipment, netStart of year $776,781$1,015,454
X-11 Publicly traded securitiesStart of year $51,617,191$0
X-15 Other assetsStart of year $277,001$318,449
X-16 Total assetsStart of year $83,094,600$112,954,355
X-17 Accounts payable and accrued expensesStart of year $2,705,766$3,377,775
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $2,705,766$3,377,775
X-27 Net assets without donor restrictionsStart of year $54,648,785$73,800,965
X-28 Net assets with donor restrictionsStart of year $25,740,049$35,775,615
X-32 Total net assets or fund balancesStart of year $80,388,834$109,576,580
X-33 Total liabilities and net assetsStart of year $83,094,600$112,954,355
Part XI · Reconciliation of net assets $109,576,580 net assets at year end
XI-1 Total revenue$60,941,598
XI-2 Total expenses$31,753,852
XI-3 Revenue less expenses$29,187,746
XI-4 Net assets at start of year$80,388,834
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$109,576,580

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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