Upstream Access

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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

2020

Legal Domicile

Principal Officer

Erin Taylor

Phone

9712415339

Tax Period

2024-01-01 to 2024-12-31

Upstream Access, founded in 2020, is a small nonprofit in the Human Services sector that reported $138K in total revenue in fiscal year 2024. Revenue surged 153% from the prior year, signaling strong growth momentum. Expenses of $133K left a modest 3% surplus.

Mission

Upstream Access is a cross-disability community committed to supporting the resilience of fellow disabled people in Oregon and Southwest Washington. We celebrate disability as a culture and source of creative strength.

Program Service Accomplishments

Program 1

Expenses: $98,439

ReadySetConnect - This is a monthly virtual meet-up for disabled people to learn how to prepare for emergency preparedness and share resources with each other. Registered people receive an accessible resource list for all topics, articles, and resources shared during and after the virtual meet-up.

Program 2

Summer park meet-ups - This is when disabled people can be in the community with each other. Through mindfulness, low-impact hikes/rolls, and meaningful conversation, people can explore disability...

Summer park meet-ups - This is when disabled people can be in the community with each other. Through mindfulness, low-impact hikes/rolls, and meaningful conversation, people can explore disability identity, culture, and pride with each other.

Program 3

Community Information Sessions - The Community Information Sessions Cohort Program is a pilot program that will address health equity and the lack of accessible and equitable emergency preparedness trainings and resources facilitated for disbaled people in a meaningful way throughout the Portland Metro area. For three months, UA will host these community monthly meet-ups. See Schedule O for more details.

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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 (2024)

Revenue Breakdown

Contributions & Grants $137,544

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $137,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,714

Fundraising Expenses $2,002

Program Expenses $98,439

Other Expenses $83,249

TOTAL EXPENSES $132,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,544	$54,470	+1.5%
Expenses	$132,963	$90,689	+0.5%
Net Income	$4,581	$-36,219	-1.1%

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

Volunteers

N/A

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

$55,108

Total Directors

$10,475

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erin Taylor	Executive Director	40.00	Officer	$0	$0	$45,833
Jenni Cicerone	Secretary	2.00	Officer Director	$9,275	$0	$9,275
Brook McCall	Board Member	0.50	Director	$1,200	$0	$1,200
Miriam White-Pedeaux	President	1.50	Officer Director	$0	$0	$0
Nicole Bresnahan	Treasurer	1.00	Officer Director	$0	$0	$0
Kiersi Coleman	Board Member	0.50	Director	$0	$0	$0
Laura Ridler	Board Member	0.50	Director	$0	$0	$0
Sylace Srinivasan	Board Member	0.50	Director	$0	$0	$0
Taralynn Rayburn	Board Member	0.50	Director	$0	$0	$0
Steve Bastian	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	$137,544	$132,963	$49,531	$4,581
2023	$54,470	$90,689	$13,182	$-36,219
2022	$123,285	$98,344	$90,232	$24,941
2021	$73,210	$49,145	$147,324	$24,065