Upstream Policy Institute Inc
Only null% goes to programs Strong reserves Declining revenue
Upstream Policy Institute Inc is a 501(c)(3) organization based in Durham, North Carolina, registered in 2004, with $754,660 in FY2025 revenue. CharityIndex grades it B.
Po Box 54, Durham, NC, 27702 EIN 43-2038678 Since 2004
Revenue (FY2025)
$755K
▼ 51.9% vs prior year
Environment median: $250K
Expenses (FY2025)
$824K
Net assets
$987K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Upstream Policy Institute Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating14 mo reserves · -9% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Upstream Policy Institute Inc: 14 mo reserves · -9% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Upstream Policy Institute Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Upstream Policy Institute Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 54, Durham, NC, 27702
- City
- Durham
- State
- North Carolina
- Category
- Environment
- Subcategory
- Natural Resources Conservation
- Website
- …
Financial trends
Revenue grew from $272K (FY2014) to $755K (FY2025) across 12 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $373KNet assets $987K
Operating margin
-9.2%
Spent more than it raised in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$373K
Net assets
$987K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $754,660▼51.9% | $824,302▼50.8% | $987,211▼6.6% | $1,360,409▼11.7% | 990 |
| 2024 | $1,568,230▲9.1% | $1,676,671▲8.3% | $1,056,853▼9.3% | $1,540,347▲21.1% | 990 |
| 2023 | $1,436,868▼16.3% | $1,547,487▲6.8% | $1,165,294▼8.7% | $1,271,711▼10.8% | 990 |
| 2022 | $1,715,684▲11.4% | $1,448,285▲11.8% | $1,275,913▲26.5% | $1,426,041▲27.7% | 990 |
| 2021 | $1,539,617▲23.2% | $1,295,266▲32.8% | $1,008,514▲32.0% | $1,116,658▲34.8% | 990 |
| 2020 | $1,249,671▲12.9% | $975,159▲3.0% | $764,163▲43.3% | $828,300▲55.2% | 990 |
| 2019 | $1,106,756▲72.6% | $946,554▲76.6% | $533,122▲43.0% | $533,751▲42.4% | 990 |
| 2018 | $641,152▲47.0% | $535,927▲33.0% | $372,920▲39.3% | $374,875▲35.4% | 990 |
| 2017 | $436,058▲36.9% | $402,996▲16.9% | $267,695▲14.1% | $276,840▲14.0% | 990 |
| 2016 | $318,408▼23.5% | $344,693▲44.1% | $234,656▼10.1% | $242,905▼9.2% | 990 |
| 2015 | $416,373▲53.1% | $239,191▼1.1% | $260,941▲212% | $267,638▲202% | 990 |
| 2014 | $272,045 | $241,906▼3.1% | $83,759▲16.8% | $88,479▲16.9% | 990 |
| 2012 | — | $249,743 | $71,720 | $75,677 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $3.0M total
34 grants to Upstream Policy Institute Inc totaling $3.0M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Rockefeller Philanthropy Advisors Inc | Environment, public & societal benefit | 2024 | $200,000 |
| Silicon Valley Community Foundation | Environment | 2024 | $79,000 |
| American Endowment Foundation | Environmental | 2024 | $20,000 |
| Bny Mellon Charitable Gift Fund | To further the organization's exempt purpose | 2024 | $17,500 |
| National Park Foundation | Protect | 2023 | $400,000 |
| Rockefeller Philanthropy Advisors Inc | General | 2023 | $200,000 |
| Silicon Valley Community Foundation | Environment | 2023 | $83,000 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $40,000 |
| Bny Mellon Charitable Gift Fund | To further the organization's exempt purpose | 2023 | $40,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $25,800 |
| American Endowment Foundation | Environmental | 2023 | $20,000 |
| The New York Community Trust | For program support. | 2023 | $10,000 |
| Silicon Valley Community Foundation | Environment | 2022 | $120,000 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2022 | $100,000 |
| Rockefeller Philanthropy Advisors Inc | General | 2022 | $75,000 |
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Frequently asked questions
- Is Upstream Policy Institute Inc a legitimate nonprofit?
- Yes. Upstream Policy Institute Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 43-2038678, based in Durham, North Carolina. Donations are tax-deductible.
- What is Upstream Policy Institute Inc's EIN?
- Upstream Policy Institute Inc's Employer Identification Number (EIN) is 43-2038678.
- How much revenue does Upstream Policy Institute Inc report?
- Upstream Policy Institute Inc reported $754,660 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Upstream Policy Institute Inc have?
- CharityIndex grades Upstream Policy Institute Inc B, based on financial health (reserves and operating margin).
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Data for Upstream Policy Institute Inc (EIN 43-2038678) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.