Nonprofit screen
Screen a listUpstream USA 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)
$39Mrevenue
FY2024 · +10% in 3 yrs207staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−23.7%
Months of reserve0.3mo
Revenue growth (annualized)+22.5%
Middle half of peersMedianUpstream USA
Where the money goes FY2024 · $48M spent
Programs$37M77%Management and general$6.9M14%Fundraising$4.2M9%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
11 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 22% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 6 of its 6 returns, 1% of revenue in FY2024.
990 Part VIII91funders
$59Ma year, last 3 years
26%from its largest funder
Funder’17’18’19’20’21’22’23Blue Meridian Partners IncOn and off$8.0M$16M$17M$30MFidelity FoundationOn and off$500k$2.5M$3.0MThe Susan Thompson Buffett FoundationStopped after FY2018$3.8M$1.2M–The Duke EndowmentOn and off$2.0M$2.0M$1.0MThe Klarman Family FoundationOn and off$1.0M$1.0M$1.0M$1.0M$650kThe Tepper FoundationSince FY2019$350k$550k$600k$600k$1.1MDonor-advised giftsDonors not disclosed$17M$25M$14M$32M$23M$49M$33M52 other fundersUp to $2.5M a year each$577k$3.4M$1.2M$5.7M$2.6M$3.0M$6.6M
FundedThrough a donor-advised fundStopped