Upstream Policy Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 236,123 | 236,088 | 35 | 9.1 | 51% |
| 2012 | 143,093 | 249,743 | −106,650 | 3.4 | 60% |
| 2013 | 226,898 | 244,998 | −18,100 | 2.6 | 62% |
| 2014 | 272,045 | 241,906 | 30,139 | 4.2 | 65% |
| 2015 | 416,373 | 239,191 | 177,182 | 13.1 | 57% |
| 2016 | 318,408 | 344,693 | −26,285 | 8.2 | 53% |
| 2017 | 436,058 | 402,996 | 33,062 | 8.0 | 46% |
| 2018 | 641,152 | 535,927 | 105,225 | 8.4 | 48% |
| 2019 | 1,106,756 | 946,554 | 160,202 | 6.8 | 42% |
| 2020 | 1,249,671 | 975,159 | 274,512 | 9.4 | 68% |
| 2021 | 1,539,617 | 1,295,266 | 244,351 | 9.3 | 56% |
| 2022 | 1,715,684 | 1,448,285 | 267,399 | 10.6 | 57% |
| 2023 | 1,436,868 | 1,547,487 | −110,619 | 9.0 | 55% |
In its most recent public year (2023), this organization spent $110,619 more than it brought in. Its reserves stood at about 9 months of spending. Staff pay was 55% of spending. $330,000 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Upstream Policy Institute Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works