Upstream Policy Institute Inc

Durham, NC, 27702 (813) 445-8981 Est. 2003 EIN 43-2038678
C35 - Energy Resources Conservation & Development 990 - Public charity return 501(c)(3)
www.upstreamsolutions.org

Mission

We drive change toward a robust and enduring reuse economy.

Giving Portfolio

Total Grants
5
Total Giving
$103K
Recipients
5
Years Active
2018 - 2021
Avg grant: $21,717 Median: $27,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20211$27K $27K01
20202$57K $28K20
20182$20K $10K20

Sectors Funded

Environment
2

Top States

California
2
Georgia
1
Michigan
1
Colorado
1

Grantee Size Profile

$5M - $10M
2

Top Grantees

VESSEL REVOLUTION INC
CO
$38K
CLEAN WATER FUND
MI
$10K
STANDEARTH
GA
$10K

Grants Awarded · 4 grants

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Financials

Total Revenue
$754,660
Total Expenses
$824,302
Net Assets
$987,211
10 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
14.4 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 51.9%
Expenses ↓ 50.8%
Revenue Sources
Contributions 84.0% Earned revenue 14.3% Investment 1.8%
Expense Breakdown
Program 69.5% Management 19.0% Fundraising 11.5%

Officers & Trustees (11)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2025 990 - Public charity return
Jan 1, 2025 to Jun 30, 2025
$754,660 ↓$824,302$987,211
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$1,568,230 ↑$1,676,671$1,056,853
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$1,436,868 ↓$1,547,487$1,165,294
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$1,715,684 ↑$1,448,285$1,275,913
2021 990 - Public charity return
Jan 1, 2021 to Dec 31, 2021
$1,539,617 ↑$1,295,266$1,008,514
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$1,249,671 ↑$975,159$764,163
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$641,152 $535,927$372,920

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EIN: 43-2038678 · Source: IRS Form 990 e-file data