Upstream Strategies Inc
EIN: 454386441 · Eagle, ID · NTEE: P20
| Metric | Value |
|---|---|
| Total Revenue | $19K |
| Total Expenses | $121K |
| Net Assets | $149K |
Is Upstream Strategies Inc Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Upstream Strategies Inc
Upstream Strategies Inc (EIN: 454386441) is a nonprofit organization based in Eagle, ID, classified under NTEE code P20. The organization reported total revenue of $19K and total assets of $36K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Upstream Strategies Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Upstream Strategies Inc is a micro nonprofit that has been operating for 13 years, with 2 years of IRS 990 filings on record (2022–2023). Revenue has grown at a compound annual rate of -24.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $116K |
| Total Expenses | $121K |
| Surplus / Deficit | $-5,270 |
| Total Assets | $149K |
| Net Assets | $149K |
| Operating Margin | -4.6% |
| Months of Reserves | 14.8 months |
Financial Health Grade: B
In 2023, Upstream Strategies Inc reported a deficit of $5K with expenses exceeding revenue, holds 14.8 months of operating reserves (strong position).
Financial Trends
Over 2 years of filings (2022–2023), Upstream Strategies Inc's revenue has declined at a compound annual growth rate (CAGR) of -24.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -24.6% | +22.3% | -3.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2013 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Upstream Strategies Inc has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Upstream Strategies Inc with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $5K, with expenses exceeding revenue.
Frequently Asked Questions about Upstream Strategies Inc
Is Upstream Strategies Inc a legitimate charity?
Upstream Strategies Inc (EIN: 454386441) is a registered tax-exempt nonprofit based in Idaho. It has 2 years of IRS 990 filings on record. Total revenue: $19K. No red flags identified. Financial health grade: B.
How does Upstream Strategies Inc spend its money?
Upstream Strategies Inc reported $19K in total revenue in IRS 990 filings. 2 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Upstream Strategies Inc tax-deductible?
Upstream Strategies Inc is registered as a tax-exempt nonprofit (EIN: 454386441). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Upstream Strategies Inc located?
Upstream Strategies Inc is headquartered in Eagle, Idaho and files with the IRS under EIN 454386441. It is classified under NTEE code P20.
How many years of IRS 990 filings does Upstream Strategies Inc have?
Upstream Strategies Inc has 2 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $19K in total revenue.
Filing History
IRS 990 filing history for Upstream Strategies Inc showing financial trends over 2 years of public records:
Over 2 years of IRS 990 filings (2022–2023), Upstream Strategies Inc's revenue has declined by 24.6%, moving from $153K to $116K. Total assets decreased by 3.4% over the same period, from $154K to $149K. Total functional expenses rose by 22.3%, from $99K to $121K. In its most recent filing year (2023), Upstream Strategies Inc reported a deficit of $5K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $116K | $121K | $149K | $0 | — | — |
| 2022 | $153K | $99K | $154K | $0 | — | View 990 |
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Upstream Strategies Inc:
Data Sources and Methodology
This transparency report for Upstream Strategies Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.