Upstream Policy Institute Inc (EIN 432038678) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Crystal Dreisbach

Phone

8134458981

Tax Period

2025-01-01 to 2025-06-30

Upstream Policy Institute Inc, founded in 2003, is a small nonprofit in the Environment sector that reported $755K in total revenue in fiscal year 2025. Revenue fell 52% from the prior year — a significant decline worth monitoring.

Mission

We drive change toward a robust and enduring reuse economy.

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Trantor Score

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

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $633,718

Program Service Revenue $107,631

Investment Income $13,311

Other Revenue $0

TOTAL REVENUE $754,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $647,578

Fundraising Expenses $94,820

Program Expenses $573,131

Other Expenses $176,724

TOTAL EXPENSES $824,302

Year-over-Year Comparison

	2025	2024	Change
Revenue	$754,660	$1,568,230	-0.5%
Expenses	$824,302	$1,676,671	-0.5%
Net Income	$-69,642	$-108,441	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Craig	President	3.00	Officer Director	$0	$0	$0
Linda Corrado	Vice President	1.00	Officer Director	$0	$0	$0
Steve Sherman	Treasurer	2.50	Officer Director	$0	$0	$0
Daniel Velez	Secretary	1.00	Officer Director	$0	$0	$0
Dana Calder	Director	1.00	Director	$0	$0	$0
Joshua Chaitin	Director	1.00	Director	$0	$0	$0
Jon Hinck	Director	1.00	Director	$0	$0	$0
Marion Hunt	Director	1.00	Director	$0	$0	$0
David Stitzhal	Director	1.00	Director	$0	$0	$0
Adam Sharma	Director	1.00	Director	$0	$0	$0
Crystal Dreisbach	Executive Director	40.00	Officer	$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
2025	$754,660	$824,302	$1,360,409	$-69,642
2024	No data	No data	No data	No data
2023	$1,436,868	$1,547,487	$1,271,711	$-110,619
2022	$1,715,684	$1,448,285	$1,426,041	$267,399
2021	$1,539,617	$1,295,266	$1,116,658	$244,351
2020	$1,249,671	$975,159	$828,300	$274,512
2019	$1,106,756	$946,554	$533,751	$160,202
2018	$641,152	$535,927	$374,875	$105,225

Upstream Policy Institute Inc