Nonprofit screen
Screen a listUpstream Policy Institute Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$755krevenue
FY2025 · −56% in 3 yrs8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−9.2%
Months of reserve15.0mo
Revenue growth (annualized)+7.1%
Middle half of peersMedianUpstream Policy Institute
Where the money goes FY2025 · $824k spent
Programs$573k70%Management and general$156k19%Fundraising$95k12%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$111k in FY2023, −$108k in FY2024 and −$70k in FY2025. Cash covers 15.0 months, above the peer median of 8.4.
990 Part I and balance sheetIn its favor
None found in the filings.
41funders
$582ka year, last 3 years
31%from its largest funder
Funder’17’18’19’20’21’22’23Lisa & Douglas Goldman FundOn and off$60k$50k$50k$50kThe Mental Insight FoundationSince FY2019$20k$30k$50k$50k$50kPark Foundation IncSince FY2020$20k$30k$40k$40kThe Marisla FoundationOn and off$40k$40k$40kHillman Family FoundationsSince FY2020$30k$35k$25k$25kTr Edna Wardlaw Charitable Tr Ua Magnolia Trust Company TrusteeSince FY2020$30k$30k$27k$10kDonor-advised giftsDonors not disclosed$271k$549k$254k$436k$213k$453k11 other fundersUp to $50k a year each$1k$102k$60k$30k$1k$21k
FundedThrough a donor-advised fund