Upstream Access (EIN 853252674) - 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

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.

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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

Upstream Access