Nonprofit · EIN 35-2581424
UPSTREAM USA INC
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $142,056,007 | $47,685,527 | $94,370,480 | $338,965,808 | $4,467,451 | $334,498,357 |
| December 31, 2024 | 990 | $38,703,079 | $47,863,156 | -$9,160,077 | $242,356,291 | $3,526,433 | $238,829,858 |
| December 31, 2023 | 990 | $121,746,531 | $45,445,245 | $76,301,286 | $250,903,262 | $4,475,959 | $246,427,303 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $133,494,627
- Program service revenue
- $0
- Investment income
- $8,571,157
- Net rental income
- -$9,777
- Other revenue
- -$9,777
Expenses
- Grants and similar amounts paid
- $3,022,612
- Compensation of officers, directors and key employees
- $1,868,142
- Other salaries and wages
- $25,861,572
- Salaries, compensation and benefits (total)
- $34,347,870
- Professional fundraising fees
- $49,112
- Legal fees
- $375,119
- Accounting fees
- $54,900
- Occupancy
- $241,135
- Travel
- $1,363,698
- Depreciation
- $109,225
- Program services (functional)
- $37,170,230
- Management and general (functional)
- $6,265,985
- Fundraising (functional)
- $4,249,312
Balance sheet and other
- Total assets, start of year
- $242,356,291
- Total assets, end of year
- $338,965,808
- Total liabilities, end of year
- $4,467,451
- Net assets, end of year
- $334,498,357
- Land, buildings and equipment
- $234,174
- Publicly traded securities
- $322,295,275
- Net assets without donor restrictions
- $332,463,472
- Net assets with donor restrictions
- $2,034,885
- Gross receipts
- $142,081,783
- Employees
- 202
- Volunteers
- 13
- Year formed
- 2017
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mark Edwards | Co-Founder and CEO Trustee or director, Officer | 40 | $517,721 | $45,421 |
| Jessica Foster | President and COO Officer | 40 | $363,669 | $51,114 |
| Jessica Greenfield | Treasurer and CFO Officer | 40 | $341,516 | $41,345 |
| Elizabeth Kaltman | Lead Clinical Advisor Highest-paid employee | 24 | $339,327 | $17,477 |
| Lisa Goldthwaite | Clinical Advisor Highest-paid employee | 32 | $295,967 | $40,082 |
| Jessica Beaman | Lead Clinical Trainer Highest-paid employee | 32 | $304,726 | $17,656 |
| Sarah Pierson | Chief Dev Ext Aff Off Key employee | 40 | $277,957 | $39,061 |
| Kelleen Kaye | Senior Research Advisor Highest-paid employee | 40 | $246,942 | $44,866 |
| Keshia Hughston | VP of People and Culture Highest-paid employee | 40 | $266,246 | $22,070 |
| John Ho | Assistant Secretary Officer | 40 | $143,832 | $18,594 |
| Keith Higgins | Secretary and Nominating Gov Comm Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mark Perry | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Paul Gannon | Finance Committee Chair Trustee or director | 1 | $0 | $0 |
| Howard Stevenson | Development Committee Chair Trustee or director | 1 | $0 | $0 |
| Lauren Schadt Baker | Board Member Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thea James | Board Member Trustee or director | 1 | $0 |
| Scott Ransom | Innovation Task Force Committee Chair Trustee or director | 1 | $0 |
| Donella Rapier | Audit Committee Chair Trustee or director | 1 | $0 |
| Ann Starrs | Board Member Trustee or director | 1 | $0 |
| Krishna White | Program Committee Chair Trustee or director | 1 | $0 |
| Jack Markell | Board Member from 6-11-25 Trustee or director | 1 | $0 |
| Melanie Bell-Mayeda | Board Member from 6-11-25 Trustee or director | 1 | $0 |
| Anita Bekenstein | Comp Committee Chair until 12-12-25 Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mark Edwards | Co-Founder Trustee or director, Officer | 40 | $494,861 | $48,634 |
| Nicole Mckinney | Chief of Organizational Effectiveness and Culture Highest-paid employee | 40 | $329,966 | $41,404 |
| Jessica Greenfield | CFO and Treasurer Officer | 40 | $327,712 | $33,255 |
| Lisa Goldthwaite | Clinical Advisor Highest-paid employee | 32 | $292,332 | $39,523 |
| Sarah Pierson | Chief Dev and External Affairs Officer Key employee | 40 | $273,864 | $33,341 |
| Elizabeth Kaltman | Lead Clinical Advisor Highest-paid employee | 24 | $274,008 | $15,436 |
| Keshia Hughston | VP People and Culture Highest-paid employee | 40 | $263,546 | $24,052 |
| Jessica Beaman | Lead Clinical Trainer Highest-paid employee | 32 | $266,162 | $18,417 |
| Jessica Foster | President from 12-05-2024 Officer | 40 | $224,936 | $37,363 |
| John Ho | Assistant Secretary Officer | 40 | $143,238 | $18,497 |
| Anita Bekenstein | Chair to 12-05-2024 and Comp Comm Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sarah Brown | Vice-Chair to 12-05-24 Trustee or director, Officer | 1 | $0 | $0 |
| Keith Higgins | Secretary and Nominating Gov Comm Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mark Perry | Chair from 12-05-24 and Prog Comm Chair Trustee or director, Officer | 1 | $0 | $0 |
| Paul Gannon | Finance Committee Chair Trustee or director | 1 | $0 | $0 |
| Howard Stevenson | Audit Committee Chair Trustee or director | 1 | $0 | $0 |
| Lauren Schadt Baker | Board Member Trustee or director | 1 | $0 | $0 |
| Thea James | Board Member Trustee or director | 1 | $0 | $0 |
| Scott Ransom | Board Member Trustee or director | 1 | $0 | $0 |
| Donella Rapier | Board Member Trustee or director | 1 | $0 | $0 |
| Ann Starrs | Board Member Trustee or director | 1 | $0 | $0 |
| Krishna White | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mark Edwards | Co-Founder, CEO Trustee or director, Officer | 40 | $507,362 | $43,624 |
| Ann Quandt | COO, Treasurer to 11/16/23 Officer | 40 | $342,732 | $16,500 |
| Nicole Mckinney | Chief of Org. Eff. and Cult. Highest-paid employee | 40 | $283,016 | $39,098 |
| Lisa Goldthwaite | Clinical Advisor Highest-paid employee | 32 | $273,644 | $38,207 |
| Kelleen Kay | Senior Research Advisor Highest-paid employee | 40 | $247,688 | $44,358 |
| Elizabeth Kaltman | Lead Clinical Advisor Highest-paid employee | 24 | $267,698 | $15,325 |
| Andrew Meyer | Chief Growth Officer Highest-paid employee | 40 | $263,238 | $19,654 |
| Sarah Pierson | Asst Sec to 11/16/23, Chief Dev. & Ext. Aff. Off. Officer | 40 | $252,831 | $26,395 |
| Jessica Greenfield | CFO, Treasurer from 11/16/23 Officer | 40 | $58,918 | $7,188 |
| John Ho | Asst Sec from 11/16/23, Dir. of Exec. & Board Op. Officer | 40 | $55,998 | $8,088 |
| Anita Bekenstein | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sarah Brown | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Paul Gannon | Compensation Committee Chair Trustee or director | 1 | $0 | $0 |
| Mark Perry | Finance Committee Chair Trustee or director | 1 | $0 | $0 |
| Howard H Stevenson | Audit Committee Chair Trustee or director | 1 | $0 | $0 |
| Lauren Baker | Board Member Trustee or director | 1 | $0 | $0 |
| Thea James | Board Member Trustee or director | 1 | $0 | $0 |
| Krishna White | Board Member Trustee or director | 1 | $0 | $0 |
| Keith Higgins | Secretary, Nominating/Governance Comm. Chair Trustee or director, Officer | 1 | $0 | $0 |
| Scott Ransom | Board Member Trustee or director | 1 | $0 | $0 |
| Ann Starrs | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 OLIVER STREET, BOSTON, MA 02109-4901
- In care of
- % MARK EDWARDS
- Principal officer (990 for 2025)
- Mark Edwards, 2 OLIVER ST, Suite 402, BOSTON, MA 02109
- Signed the 990
- Jessica Greenfield, Treasurer and CFO
- Phone
- (617) 655-9864
Mission
Upstreams mission is to ensure that equitable patient-centered contraceptive care is basic healthcare.
Program accomplishments
- 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.Expenses $37,170,230 · grants $3,022,612
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-2581424
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $338,965,808
- Income (IRS master file)
- $142,081,783
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $142,056,007 | $47,685,527 | $338,965,808 | XML |
| 990 | December 2024 | $38,703,079 | $47,863,156 | $242,356,291 | XML |
| 990 | December 2023 | $121,746,531 | $45,445,245 | $250,903,262 | XML |
| 990 | December 2022 | $80,222,610 | $29,801,749 | $172,642,723 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2581424).
Questions about UPSTREAM USA INC
- What is the EIN of UPSTREAM USA INC?
- The employer identification number (EIN) of UPSTREAM USA INC is 35-2581424.
- Is UPSTREAM USA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to UPSTREAM USA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPSTREAM USA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPSTREAM USA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSTREAM USA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPSTREAM USA INC?
- The 990 for the year ended December 31, 2025 names Mark Edwards.
- Who are the officers and directors of UPSTREAM USA INC?
- The 990 for the year ended December 31, 2025 lists 23 people; 10 received compensation from the organization, the highest $517,721 (Mark Edwards, Co-Founder and CEO).
- How much revenue does UPSTREAM USA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $142,056,007, expenses of $47,685,527 and total assets of $338,965,808 at year end.
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