Upstream USA Inc

EIN: 352581424 501(c)(3) Health Care

Boston, MA

Total Revenue
$38,703,079
Total Expenses
$47,863,156
Total Assets
$242,356,291
Net Assets
$238,829,858
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
DE
Principal Officer
Mark Edwards
Phone
7039674878
Tax Period
2024-01-01 to 2024-12-31

Upstream USA Inc, founded in 2017, is a mid-sized nonprofit in the Health Care sector that reported $38.7M in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $47.9M exceeded revenue, resulting in a 24% operating deficit.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $29,176,478
Program Service Revenue $0
Investment Income $9,611,750
Other Revenue $-85,149
TOTAL REVENUE $38,703,079

Expense Breakdown

Grants Paid $3,080,638
Salaries & Benefits $33,571,447
Fundraising Expenses $4,176,240
Program Expenses $36,793,392
Other Expenses $11,211,071
TOTAL EXPENSES $47,863,156

Year-over-Year Comparison

2024 2023 Change
Revenue $38,703,079 $121,746,531 -0.7%
Expenses $47,863,156 $45,445,245 +0.1%
Net Income $-9,160,077 $76,301,286 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
11
Employees
207
Volunteers
11

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,328,496
Total Directors
13
$543,495
Key Employees
1
$307,205
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mark Edwards Co-Founder 40.00
Officer Director
$494,861 $48,634 $543,495
Nicole Mckinney Chief of Organizational Effectiveness and Culture 40.00
Highest
$329,966 $41,404 $371,370
Jessica Greenfield CFO and Treasurer 40.00
Officer
$327,712 $33,255 $360,967
Lisa Goldthwaite Clinical Advisor 32.00
Highest
$292,332 $39,523 $331,855
Elizabeth Kaltman Lead Clinical Advisor 24.00
Highest
$274,008 $15,436 $289,444
Sarah Pierson Chief Dev and External Affairs Officer 40.00
Key Emp
$273,864 $33,341 $307,205
Jessica Beaman Lead Clinical Trainer 32.00
Highest
$266,162 $18,417 $284,579
Keshia Hughston VP People and Culture 40.00
Highest
$263,546 $24,052 $287,598
Jessica Foster President from 12-05-2024 40.00
Officer
$224,936 $37,363 $262,299
John Ho Assistant Secretary 40.00
Officer
$143,238 $18,497 $161,735
Anita Bekenstein Chair to 12-05-2024 and Comp Comm Chair 1.00
Officer Director
$0 $0 $0
Sarah Brown Vice-Chair to 12-05-24 1.00
Officer Director
$0 $0 $0
Keith Higgins Secretary and Nominating Gov Comm Chair 1.00
Officer Director
$0 $0 $0
Mark Perry Chair from 12-05-24 and Prog Comm Chair 1.00
Officer Director
$0 $0 $0
Paul Gannon Finance Committee Chair 1.00
Director
$0 $0 $0
Howard Stevenson Audit Committee Chair 1.00
Director
$0 $0 $0
Lauren Schadt Baker Board Member 1.00
Director
$0 $0 $0
Thea James Board Member 1.00
Director
$0 $0 $0
Scott Ransom Board Member 1.00
Director
$0 $0 $0
Donella Rapier Board Member 1.00
Director
$0 $0 $0
Ann Starrs Board Member 1.00
Director
$0 $0 $0
Krishna White Board Member 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $38,703,079 $47,863,156 $242,356,291 $-9,160,077
2023 $121,746,531 $45,445,245 $250,903,262 $76,301,286
2022 $80,222,610 $29,801,749 $172,642,723 $50,420,861
2021 $35,269,071 $27,165,278 $120,584,353 $8,103,793
2020 $60,941,598 $31,753,852 $112,954,355 $29,187,746
2019 $56,846,671 $24,199,405 $83,094,600 $32,647,266
2018 $40,573,031 $12,594,294 $48,359,362 $27,978,737
Explore More Nonprofits
Top 100 Nonprofits in Massachusetts Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Upstream USA Inc with other nonprofits in Massachusetts and across the country.