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Massachusetts · Nonprofit

Upstream USA Inc

Upstream USA Inc (Massachusetts) receives grants from 91 organizations whose IRS filings report $363,294,063 to it, the largest being BLUE MERIDIAN PARTNERS INC ($87,750,000). 56 of them have funded it in more than one year, and 60% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$39M
Funders on record
91
Grants received
$363M
Net assets
$239M
56/91 repeat fundersgrants exceed reported revenue in one year
01What it does

What Upstream USA Inc does

Mission

Upstreams mission is to ensure that patient-centered contraceptive care is basic healthcare. Upstream works with private and public healthcare leaders to make contraceptive care more affordable and more accessible for millions of people around the US.

As stated on its FY2024 Form 990.

Programs

  1. Upstream is working to achieve impact at scale across the United States. In 2025 Upstream continued to expand nationally toward our goal to reach 5 million patients with the addition of new partnerships serving 445,000 patients of reproductive age. As of the end of 2025 Upstream has established partnerships with healthcare organizations in 36 states including DC: Alabama Arkansas Arizona California Colorado Connecticut District of Columbia Delaware Florida Georgia Iowa Idaho Illinois Indiana Kansas Louisiana Massachusetts Maryland Michigan Missouri Mississippi North Carolina New Jersey Nevada New York Ohio Oregon Pennsylvania Rhode Island South Dakota Texas Utah Virginia Washington Wisconsin and West Virginia.

    $37,170,230 spentof which $3,022,612 as grants
    100% of program spending
  2. Not described on the e-filed return.

    $0 spent
    0% of program spending
  3. Not described on the e-filed return.

    $0 spent
    0% of program spending
  4. Other program services, not described on the e-filed return.

    $0 spent
    0% of program spending

The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $37,170,230.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($9.4M) Expenses 100 ($8.5M) Net assets 100 ($20M)2018 Revenue 433 ($41M) Expenses 149 ($13M) Net assets 242 ($48M)2019 Revenue 607 ($57M) Expenses 286 ($24M) Net assets 407 ($80M)2020 Revenue 650 ($61M) Expenses 375 ($32M) Net assets 554 ($110M)2021 Revenue 376 ($35M) Expenses 321 ($27M) Net assets 595 ($118M)2022 Revenue 856 ($80M) Expenses 352 ($30M) Net assets 851 ($168M)2023 Revenue 1299 ($122M) Expenses 536 ($45M) Net assets 1247 ($246M)2024 Revenue 413 ($39M) Expenses 565 ($48M) Net assets 1208 ($239M)
'17'18'19'20'21'22'23'24
Revenue (413)Expenses (565)Net assets (1208)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $173M to $251M (+45%).

$20M
$48M
$83M
$113M
$121M
$173M
$251M
$242M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2019 3% · 2020 8% · 2021 16% · 2022 2% · 2023 2% · 2024 1%. Grants only. Government contracts and fees sit inside program revenue.

75% of Upstream USA Inc’s revenue is contributions — more reliant on donations than three-quarters of its peers (7% for the typical peer).

This organization
Typical peer · 4,745 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 8 reported years ran a deficit.

$901k
’17
$28M
’18
$33M
’19
$29M
’20
$8.1M
’21
$50M
’22
$76M
’23
−$9.2M
’24
0.3
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Mark Edwards

Co-Founder and CEO

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24
Listed1120252418172122
Joined·+10+7+3+2+5+7+4
No longer listed·1248633
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 15 funders to 50 funders, grant income rose $21M → $75M.

27 of 91 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 60% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Upstream USA Inc’s funders (the co-funder graph). Top 30 of 91 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Upstream USA Inc has a broad base — no single funder exceeds 24% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

84% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Upstream USA Inc.

24%
largest funder
53%
top three
~8
effective funders

Largest funder’s share by year: 2017 65% · 2018 26% · 2019 41% · 2020 28% · 2021 51% · 2022 40% · 2023 40% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

52% of Upstream USA Inc's funders are still giving 3 years after their first grant; 62% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

60% of Upstream USA Inc's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $146M that is directly attributable, 82% of it comes from funders outside Massachusetts, across 18 states.

WA
MN
NY
MA
OH
PA
NJ
CT
CA
NE
VA
MD
DE
NM
NC
DC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $217M arriving through sponsors registered in 13 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

Upstream USA Inc has grown faster than three-quarters of the 4,580 health nonprofits its size.

Operating margin−24% · bottom quartile
Months of reserve0.3mo · bottom quartile
Revenue growth (annualized)22% · top quartile

this organization peer median middle 50% of peers· 4,580 health nonprofits $10M–$100M, FY2024

Government funding Upstream USA Inc receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $8.2M on record.

State$8.2M
19
20
21
22
23
24
By state
  • MA$8.2M
  • FL$475

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like Upstream USA Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

77% of spending goes to programs.

Program 77%Management 14%Fundraising 9%

Governance

12
board members
92%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

86%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 38 states

AK
ME
NH
WA
ND
MN
IL
WI
MI
NY
MA
OR
NV
OH
PA
NJ
CT
RI
CA
UT
CO
KY
WV
VA
MD
AZ
NM
KS
AR
TN
NC
SC
DC
HI
MS
AL
GA
FL

Screen this organization

A dated, signed PDF of the compliance screen for Upstream USA Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Upstream USA Inc?
Upstream USA Inc (Massachusetts) receives grants from 91 organizations whose IRS filings report $363,294,063 to it, the largest being BLUE MERIDIAN PARTNERS INC ($87,750,000). 56 of them have funded it in more than one year, and 60% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does Upstream USA Inc have?
IRS filings report 91 organizations giving $363,294,063 in grants to Upstream USA Inc, 56 of which have funded it in more than one year.
Who is the largest funder of Upstream USA Inc?
BLUE MERIDIAN PARTNERS INC is the largest funder on record, with $87,750,000 in grants. The full list of funders is on this page.
How can an organization like Upstream USA Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 91 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing