Upstream Watch EIN 83-2025742

Upstream Watch FY2020 filing

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Advocates for river and watershed health in Midcoast Maine using science and education. For fiscal year 2020 it reported $252K in revenue, $295K in expenses, and $139K in net assets.Pt I

Type
Public charity (501(c)(3)) · Environment
Location
Bridgton, ME
Website
www.upstreamwatch.org
Filings
5 on file (2020–2020)
Revenue
$252KFY2020
Expenses
$295K
Net assets
$139K
People
8
Filings
5
Updates
0
More identity details & actions ⌄
EIN  83-2025742 Public charity (501(c)(3)) Bridgton, ME
Form 990 (PDF)
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Size
$100K–1M
What they do
Advocates for river and watershed health in Midcoast Maine using science and education.
Leadership
Jonathan Fulford · Board of Directors
Money in and out
$252K revenue, $295K expenses
Bottom line
99% program efficiency
Where the money goes · FY2020
Total revenue
$252K
Pt VIII · Ln 12
Total expenses
$295K
Pt IX · Ln 25
Net assets
$139K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$44K
Where spending went · Part IX cols B–D
Program services $0.99 Management & general $0.01 Fundraising $0.00
Program efficiency
99%
of spending reaches programs
Operating runway
8.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
-17%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$252K
FY2020
Expenses
$295K
FY2020
Total assets
$139K
FY2020
Total liabilities
$0
FY2020
Total revenue
$252K
Pt VIII · Ln 12
Total expenses
$295K
Pt IX · Ln 25
Net assets
$139K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$44K
Total assetsPt X · Ln 16$139K
Program-expense ratioPt IX · col B99%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 46
Mission & Programs · Part III

Where the work happens

3 program services account for $293K of program spending, described in the organization's own filed words · FY2020.
01

Educating about activities within the watershed by ensuring that rigorous and technically accurate supporting information is presented to all interested parties in an understandable form. Objective: To assure that citizens and decision-makers are accurately informed about conditions in the watershed.

$188Kprogram expense
02

Reviewing and assessing proposed development within Midcoast Maine rivers and watersheds. Objective: To identify and evaluate the effects of proposed development on the local environment and surrounding communities.

$93Kprogram expense
03

Long-term oversight to ensure that the rivers and watersheds of Midcoast Maine are managed to benefit the natural environment and nearby human communities. Objective: To monitor the existing conditions of watersheds, assess potential long-term management strategies, and advocate for appropriate management measures and activities.

$12Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUpstream Watch
EINHdr · item D83-2025742
Principal addressHdr · item CBridgton, ME
WebsiteHdr · item Jwww.upstreamwatch.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MME
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEnvironment (C32)
Ruling yearIRS BMFMay 2019

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b6
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board of Directors
$0Pt VII · Sec A
Board of Directors
$0Pt VII · Sec A
Board of Directors
$0Pt VII · Sec A
Board of Directors
$0Pt VII · Sec A
Board of Directors, President
$0Pt VII · Sec A
Board of Directors, Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Jill Howell’s $63K as Executive Director is at the 43rd percentile of top reported officer pay among 1981 $100K–1M environment 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 · 1 named individual · Part VII

NameFY2024FY2023
Jill Howell$63,000$31,077

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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Statement of Revenue

Part VIII
Contributions & grants101%$253K
Total revenueLn 12$252K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.99 Management & general $0.01 Fundraising $0.00
Program services99%$293K
Management & general1%$2K
Fundraising$401
Total functional expensesLn 25$295K

Balance Sheet

Part X · end of year
CashLn 1$139K
Total assetsLn 16$139K
Total liabilitiesLn 26$0
Total net assetsLn 32$139K
Months of cash on handcomputed5.7

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $139K · Operating expenses (Pt IX) $295K · Less non-cash grants $105K · Cash operating expenses/yr $190K
8.8 months
Where the money goes
Program services
Program services $293K · Total expenses $295K
99%
Management & General
Management & general $2K · Total expenses $295K
0.6%
Fundraising
Fundraising $401 · Total expenses $295K
0.1%
Cost to raise $1
Fundraising expense $401 · Solicited contributions $253K
$0.00 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $253K · Total revenue $252K
101%
Government reliance
Government grants $0 · Total revenue $252K
0%
Earned-income share
Program service revenue $0 · Total revenue $252K
0%
Investment reliance
Investment income $-1K · Total revenue $252K
-0.6%
Program self-sufficiency
Program service revenue $0 · Total expenses $295K
0%
Growth & trend
Revenue growth (YoY)
This year $252K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $139K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $252K · Expenses $295K
-17%
Liabilities-to-Assets
Total liabilities — · Total assets $139K
Net-asset ratio
Net assets $139K · Total assets $139K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $139K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jonathan Fulford · Reported title Board of Directors · Highest reported compensation $0 · Total expenses $295K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $295K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 99%
Overhead ratio 0.6%
Fundraising cost ratio 0.2%
Legal fee ratio 62%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$63K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$164K revenue · ⤓ 990 PDF
FY2023$258K revenue · ⤓ 990 PDF
FY2022$174K revenue · ⤓ 990 PDF
FY2021$438K revenue · ⤓ 990 PDF
FY2020$252K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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