2025-06-20T11:17:51-04:00 2024-12-31 990 2024-01-01 352581424 Upstream USA Inc % Mark Edwards UPST 7039674878 2 OLIVER ST SUITE 402 Boston MA 02109 Jessica Greenfield Treasurer and CFO 2025-06-23 2024 2025-03-06 01:10:19Z Mark Edwards 2 Oliver St Suite 402 Boston MA 02109 39186516 false X https: upstream.org X 2017 DE Upstreams mission is to ensure that patient-centered contraceptive care is basic healthcare. 12 11 207 11 0 0 115210916 29176478 0 0 6695562 9611750 -159947 -85149 121746531 38703079 2517487 3080638 0 0 29550928 33571447 0 0 4176240 13376830 11211071 45445245 47863156 76301286 -9160077 250903262 242356291 4475959 3526433 246427303 238829858 Upstreams mission is to ensure that patient-centered contraceptive care is basic healthcare. Upstream works with private and public healthcare leaders to make contraceptive care more affordable and more accessible for millions of people around the US. false false 36793392 3080638 0 Upstream is working to achieve impact at scale across the United States. In 2024 Upstream continued to expand nationally toward our goal to reach 5 million patients with the addition of 53 new partnerships serving 398,000 patients of reproductive age. As of the end of 2024 Upstream has established partnerships with healthcare organizations in 34 states and DC: Alabama Arkansas Arizona California Colorado Connecticut District of Columbia Delaware Florida Iowa Idaho Illinois Indiana Kansas Louisiana Massachusetts Maryland Michigan Missouri Mississippi North Carolina New Jersey New Mexico Nevada New York Ohio Oregon Pennsylvania Rhode Island South Dakota Texas Utah Virginia Washington and Wisconsin. 0 0 0 0 0 0 0 0 0 36793392 true true false true false false false false false false true false false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 89 0 true 207 true false false false false false false false 0 false false false false false 12 11 false false false false true false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI X Sheri Wilson 6176559864 2 Oliver Street Suite 402 Boston MA 02109 Mark Edwards Co-Founder 40.00 0.00 X X 494861 0 48634 Nicole Mckinney Chief of Organizational Effectiveness and Culture 40.00 0.00 X 329966 0 41404 Jessica Greenfield CFO and Treasurer 40.00 0.00 X 327712 0 33255 Lisa Goldthwaite Clinical Advisor 32.00 0.00 X 292332 0 39523 Elizabeth Kaltman Lead Clinical Advisor 24.00 0.00 X 274008 0 15436 Sarah Pierson Chief Dev and External Affairs Officer 40.00 0.00 X 273864 0 33341 Jessica Beaman Lead Clinical Trainer 32.00 0.00 X 266162 0 18417 Keshia Hughston VP People and Culture 40.00 0.00 X 263546 0 24052 Jessica Foster President from 12-05-2024 40.00 0.00 X 224936 0 37363 John Ho Assistant Secretary 40.00 0.00 X 143238 0 18497 Anita Bekenstein Chair to 12-05-2024 and Comp Comm Chair 1.00 0.00 X X 0 0 0 Sarah Brown Vice-Chair to 12-05-24 1.00 0.00 X X 0 0 0 Keith Higgins Secretary and Nominating Gov Comm Chair 1.00 0.00 X X 0 0 0 Mark Perry Chair from 12-05-24 and Prog Comm Chair 1.00 0.00 X X 0 0 0 Paul Gannon Finance Committee Chair 1.00 0.00 X 0 0 0 Howard Stevenson Audit Committee Chair 1.00 0.00 X 0 0 0 Lauren Schadt Baker Board Member 1.00 0.00 X 0 0 0 Thea James Board Member 1.00 0.00 X 0 0 0 Scott Ransom Board Member 1.00 0.00 X 0 0 0 Donella Rapier Board Member 1.00 0.00 X 0 0 0 Ann Starrs Board Member 1.00 0.00 X 0 0 0 Krishna White Board Member 1.00 0.00 X 0 0 0 2890625 0 309922 135 false true false Azara Healthcare LLC 70 Blanchard Rd Suite 401 Burlington MA 01803 Data Extraction/Analysis 1395936 LinkedIn Corporation 1000 W Maude Avenue Sunnyvale CA 94085 Marketing/Paid Media 542017 Daniel J Edelman Inc dba Edelman 111 N Canal Street Suite 1100 Chicago IL 60606 Marketing/PR Services 417831 Effective Spend Media LLC dba Optimal Media LLC 2000 E Martin Luther King Jr Blvd Austin TX 78702 Creative Design Services 365944 Perfect Search Corporation IMAT Solutions 565 East Technology Agenue Orem UT 84097 Data Extraction/Analysis 308651 0 0 0 0 481566 28694912 611572 29176478 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9598987 0 0 9598987 0 0 0 0 0 0 0 0 398288 0 483437 0 -85149 0 -85149 0 0 -85149 0 12763 0 0 0 12763 12763 0 0 12763 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 38703079 0 0 9526601 3080638 3080638 0 0 0 0 0 0 1678566 346782 645535 686249 0 0 0 0 25120552 19417934 3484298 2218320 1136365 891105 170839 74421 3572977 2671090 480455 421432 2062987 1571154 313639 178194 0 0 0 0 421244 21350 399894 0 52905 0 52905 0 0 0 0 0 0 0 83487 0 83487 0 2073090 1626840 259680 186570 1697403 1697229 96 78 129976 101027 18993 9956 2053696 1642711 316075 94910 0 0 0 0 392176 300130 51502 40544 1586574 1221678 214208 150688 0 0 0 0 166428 149282 10379 6767 0 0 0 0 0 0 0 0 185105 142309 23545 19251 190999 24627 163646 2726 Measurement and Evaluation 631629 631629 0 0 Training and Events 1191892 1000613 125929 65350 Learning and Staff Development 169977 135742 28028 6207 Equipment 150350 119522 16251 14577 34140 0 34140 0 47863156 36793392 6893524 4176240 0 0 0 0 373502 1317736 3418311 0 29585048 23769288 0 0 0 0 0 0 0 0 0 0 1068112 686658 505275 161876 528504 343399 214710701 215606727 0 0 0 0 0 0 1219084 632483 250903262 242356291 3489281 3210767 0 0 0 0 0 0 0 0 0 0 0 0 0 0 986678 315666 4475959 3526433 X 217517575 235222911 28909728 3606947 246427303 238829858 250903262 242356291 -9160077 1562632 0 0 0 0 X X false true X true false X 60537887 35079687 79083681 115210916 29176478 319088649 0 0 0 0 0 0 0 0 0 0 0 0 60537887 35079687 79083681 115210916 29176478 319088649 26548390 292540259 643735 555035 1835694 7300706 10010038 20345208 0 0 0 0 0 0 0 0 0 0 0 0 339433857 0 0.8618 0.8958 X Part II Line 1 Schedule A Part II Lines 1 and 5f are presented using the accrual basis of accounting net of discounts as presented in our audited financial statements. Part II Line 5 Schedule A Part II Lines 1 and 5f are presented using the accrual basis of accounting net of discounts as presented in our audited financial statements. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4733 4733 48341910 48346643 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 44406 137094 130032 4733 316265 250000 250000 250000 250000 1000000 1500000 428 141 0 0 569 Part IV | PartandLinenumber:,Explanation:| Part II-A Line 2,Upstream made its first 501h election in the tax year ending December 31 2020. The election has not been revoked.| 0 0 0 0 0 0 0 0 0 0 0 0 505275 161876 343399 0 0 0 0 343399 Operating Lease Liability 315666 315666 X 40668266 1562632 2605 0 0 1565237 39103029 83487 -483437 -399950 38703079 48265711 2605 0 0 483437 486042 47779669 83487 83487 47863156 Part X, line 2 Upstream accounts for uncertainty in income taxes in accordance with ASC Topic Income Taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Upstream has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at December 31 2024 and 2023. Part XI, line 4b This reconciling item is the rental expense included in Part VIII line 4b that is associated with the sublease of Upstream office space. Expenses include rent and the legal expenses for the sublease and commissions Part XII, line 2d This reconciling item is the rental expense included in Part VIII line 6b that is associated with the sublease of Upstream office space. Expenses include rent and the legal expenses for the sublease and commissions. true Womens Health and Family Planning Association of Texas 314 E Highland Mall Blvd Suite 400 Austin TX 78752 741936078 501(c)(3) 800000 0 Cash 0 Contraceptive Coverage 504HealthNet Inc 2701 Airline Drive Suite K140 Metairie LA 70001 262831459 501(c)(3) 100000 0 Cash 0 Reproductive Health Program Training Caring for Colorado Centennial Fund 1635 W 13th Ave Suite 303 Denver CO 80204 832742375 501(c)(3) 75000 0 Cash 0 Reproductive Health Program Training Washington Association for Community Health 101 Capitol Way North Suite 200 Olympia WA 98501 911323282 501(c)(3) 100188 0 Cash 0 Reproductive Health Program Training Codman Square Health Center Inc 637 Washington Street Dorchester MA 02124 042678774 501(c)(3) 50000 0 Cash 0 Reproductive Health Program Training The Regents of the University of California dba UCSF 1855 Folsom Street Suite 425 San Francisco CA 94143 946036493 501(c)(3) 40000 0 Cash 0 Reproductive Health Program Training Clinica Colorado 8300 Alcott ST Suite 300 Westminster CO 80031 273794068 501(c)(3) 37500 0 Cash 0 Reproductive Health Program Training The Wright Center Medical Group 501 South Washington Ave Suite 1000 Scranton PA 18505 232772504 501(c)(3) 23000 0 Cash 0 Reproductive Health Program Training Kids First Health Care 7190 Colorado Blvd Suite 450 Commerce City CO 80022 840799374 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training Adams County Colorado 4430 South Adams County Parkway STE C4000A Brighton CO 80601 846000732 13000 0 Cash 0 Reproductive Health Program Training Peak Vista Community Health Centers 3205 N Academy Blvd Suite 130 Colorado Springs CO 80917 840617567 501(c)(3) 10000 0 Cash 0 Reproductive Health Program Training AllianceChicago - Illinois Contraceptive Access Now 225 W Illinois Street Chicago IL 60654 815434098 501(c)(3) 203500 0 Cash 0 Contraceptive Coverage Massachusetts League of Community Health Centers Inc 40 Court Street Boston MA 02108 042507409 501(c)(3) 150000 0 Cash 0 Contraceptive Coverage Unity Healthcare Inc 1100 New Jersey Avenue SE Washington DC 20003 521572431 501(c)(3) 75000 0 Cash 0 Reproductive Health Program Training Charles River Community Health Inc 495 Western Avenue Brighton MA 02135 237221597 501(c)(3) 50000 0 Cash 0 Reproductive Health Program Training Community Health Center of Cape Cod 107 Commercial St Mashpee MA 02649 043370560 501(c)(3) 50000 0 Cash 0 Reproductive Health Program Training NorthShore Health Centers Inc PO Box 1430 Portage IN 46368 352028588 501(c)(3) 41000 0 Cash 0 Reproductive Health Program Training Jane Pauley Community Health Center Inc 1503 N Mitthoeffer Road Indianapolis IN 46229 010945309 501(c)(3) 37500 0 Cash 0 Reproductive Health Program Training Asian American Health Coalition of the Greater Houston Area 13930 Bellaire Blvd Houston TX 77038 311756818 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Community Health of Central Washington 501 S 5th Avenue Yakima WA 98902 571140982 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Family Health Services Corporation 794 Eastland Dr Twin Falls ID 83301 820371093 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Ibn Sina Foundation Inc 11226 S Wilcrest Dr Houston TX 77099 760698464 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Seattle Children s Hospital PO Box 5371 Seattle WA 98145 910564747 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training The Community Clinic Inc 8665 Georgia Avenue Silver Spring MD 20910 520988386 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Tyler Family Circle of Care 523 S Fannin Ave Tyler TX 75702 452578435 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Valley Wide Health Systems Inc 128 Market Street Alamosas CO 81101 840706945 501(c)(3) 35000 0 Cash 0 Reproductive Health Program Training Colorado Coalition for the Homeless 2111 Champa St Denver CO 80205 840951575 501(c)(3) 30000 0 Cash 0 Reproductive Health Program Training Alliance Community Healthcare Inc 26 Journal Square Ste 1600 Jersey City NJ 07306 221831695 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Community Health Programs Inc PO Box 30 Great Barrington MA 01230 042582119 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Doctors Care 609 W Littleton Blvd Suite 100 Littleton CO 80120 841150815 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training DotHouse Health Inc 1353 Dorchester Avenue Dorchester MA 02122 237125970 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training HealthFirst Network Inc 216 S 3rd Ave Wausau WI 54401 391206364 501(c)(3) 10000 0 Cash 0 Reproductive Health Program Training Lowell Community Health Center 161 Jackson St Lowell MA 01852 042881348 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Mattapan Community Health Center Inc 1575 Blue Hill Drive Mattapan MA 02126 042544151 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Pace Community Action Agency Inc 525 North 4th Street Vincennes IN 47591 351120537 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training South Boston Community Health Center 409 West Broadway Boston MA 02127 042682152 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Stanley Street Treatment and Resources Inc 386 Stanley Street Fall River MA 02720 042604426 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Start Corporation PO Box 1065 Houma LA 70361 581687098 501(c)(3) 22000 0 Cash 0 Reproductive Health Program Training United Health Centers of San Joaquin Valley 3875 W Beechwood Ave Fresno CA 93711 941732538 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Your Health Clinic 1521 Baker Road Sherman TX 75090 752395756 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training LifeSpring Inc 460 Spring Street Jeffersonville IN 47130 351097350 501(c)(3) 22500 0 Cash 0 Reproductive Health Program Training Lewis County Community Health Services 2690 NE Kresky Avenue Chehalis WA 985322412 421599749 501(c)(3) 22000 0 Cash 0 Reproductive Health Program Training Baton Rouge Primary Care Collarborative Inc 7050 Plank Road Baton Rouge LA 70811 712114148 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training Konza Prairie Community Health Center Inc 361 Grant Ave Junction City KS 66441 481150706 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training Lone Star Community Health Center Inc 605 S Conroe Medical Drive Conroe TX 77304 300038860 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training Triangle Area Network Inc PO Box 12279 Beaumont TX 77726 760226835 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training West Alabama Women s Center Inc 535 Jack Warner Parkway Suite I Tuscaloosa AL 35404 631097123 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training LCH Health and Community Services 731 West Cypress Street Kennett Square PA 19348 232041915 501(c)(3) 18000 0 Cash 0 Reproductive Health Program Training Caldwell County 905 West Avenue NW Lenoir NC 28645 566001967 16000 0 Cash 0 Reproductive Health Program Training Appalachian Mountain Community Health Centers 141 Asheland Ave Suite 300 Asheville NC 28801 463984362 501(c)(3) 15000 0 Cash 0 Reproductive Health Program Training Care Ring Inc 601 E 5th Stret Suite 140 Charlotte NC 28202 560621073 501(c)(3) 15000 0 Cash 0 Reproductive Health Program Training Talbot County Health Department 510 Cadmus Lane Easton MA 21601 522206552 15000 0 Cash 0 Reproductive Health Program Training Rockbrige Area Free Clinic 25 Northridge Lane Lexington VA 24450 541642220 501(c)(3) 14500 0 Cash 0 Reproductive Health Program Training Kinston Community Health Center Inc 324 N Queen Street Kinston NC 28501 561833275 501(c)(3) 13075 0 Cash 0 Reproductive Health Program Training Gaston Family Health Services Inc 200 East Second Ave Gastonia NC 28052 581958398 501(c)(3) 13000 0 Cash 0 Reproductive Health Program Training Arapahoe County Government 5334 S Prince St Littleton CO 80120 846000740 12500 0 Cash 0 Reproductive Health Program Training La Clinica Tepeyac Inc 2101 E 48th Avenue Denver CO 80216 841285505 501(c)(3) 12500 0 Cash 0 Reproductive Health Program Training Samuel U Rodgers Health Center Inc 825 Euclid Avenue Kansas City MO 64124 430899356 501(c)(3) 12500 0 Cash 0 Reproductive Health Program Training Jefferson Community Health Care Centers Inc 4028 US Highway 90 W Avondale LA 70094 562439708 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training Outer Cape Health Services Inc Department 3180 Boston MA 022986500 042509828 501(c)(3) 12000 0 Cash 0 Reproductive Health Program Training The Providence Community Health Centers Inc 375 Allens Ave Providence RI 02905 050368134 501(c)(3) 12000 0 Cash 0 Reproductive Health Program Training Douglas County and Unincorporated Towns PO Box 218 Minden NV 89423 886000031 10000 0 Cash 0 Reproductive Health Program Training Generations Family Health Center Inc 40 Mansfield Avenue Willimatic CT 06226 223158253 501(c)(3) 10000 0 Cash 0 Reproductive Health Program Training HealthFirst Family Care Center Inc 387 Quarry Street Fall River MA 02723 042503444 501(c)(3) 10000 0 Cash 0 Reproductive Health Program Training Hospital Service District 1A of the Parish of Richland State of LA 501 Broadway St Delhi LA 71232 721179027 10000 0 Cash 0 Reproductive Health Program Training Odyssey House Louisiana Inc 1125 North Tonti Street New Orleans LA 70119 720743677 501(c)(3) 10000 0 Cash 0 Reproductive Health Program Training South Plains Public Health District 919 E Main St Brownfield TX 79316 756002471 10000 0 Cash 0 Reproductive Health Program Training Berks Community Health Center 838 Penn ST Reading PA 19602 273795179 501(c)(3) 8000 0 Cash 0 Reproductive Health Program Training Hilltown Community Health Centers Inc 58 Old North Road Worthington MA 01098 042161484 501(c)(3) 8000 0 Cash 0 Reproductive Health Program Training Wood River Health Services Inc 823 Main St Hope Valley RI 02832 050378071 501(c)(3) 8000 0 Cash 0 Reproductive Health Program Training Baystate Medical Practices Inc 759 Chestnut St Springfield MA 01199 042888373 501(c)(3) 7375 0 Cash 0 Reproductive Health Program Training Comprehensive Community Action Inc 311 Doric Ave Cranston RI 02910 056018801 501(c)(3) 6000 0 Cash 0 Reproductive Health Program Training Creek Valley Health Clinic 1065 North Hildale Street Hildale UT 84784 833039533 501(c)(3) 6000 0 Cash 0 Reproductive Health Program Training Finger Lakes Migrant Health Care Project Inc PO Box 423 14 Maiden Lane Penn Yan NY 14527 161581104 501(c)(3) 24000 0 Cash 0 Reproductive Health Program Training Boston Medical Center Corporation One Boston Medical Center Place Boston MA 02118 043314093 501(c)(3) 25000 0 Cash 0 Contraceptive Coverage Patient-Centered Primary Care Foundation 1101 Connecticut Ave NW Suite 1150 Washington DC 20036 262012436 501(c)(3) 25000 0 Cash 0 Reproductive Health Program Training The Rhode Island Public Health Foundation PO Box 6088 Providence RI 02904 050474726 501(c)(3) 20000 0 Cash 0 Reproductive Health Program Training 77 0 Part I Line 2 Schedule I Part I Line 2 - Upstream works in partnership with organizations receiving grants to determine the recipient organizations progress toward the grant agreement goals. Upstream holds regular discussions with grant recipients for a formal update on the project and to review the organizations progress. For grant agreements that include milestones payments are initiated once the milestones are met. These milestones are documented and agreed to in a memorandum of understanding between Upstream and the organization receiving the grant. When a milestone is reached Upstream reviews and verifies supporting documentation before issuing the grant payment. X X X X false false false false false false false false false Mark Edwards Co-Founder 453861 0 41000 0 0 0 17877 0 31579 0 544317 0 0 0 Nicole Mckinney Chief of Organizational Effectiveness and Culture 328966 0 1000 0 0 0 16650 0 25541 0 372157 0 0 0 Jessica Greenfield CFO and Treasurer 327379 0 333 0 0 0 0 0 34076 0 361788 0 0 0 Lisa Goldthwaite Clinical Advisor 291332 0 1000 0 0 0 14703 0 25641 0 332676 0 0 0 Elizabeth Kaltman Lead Clinical Advisor 273008 0 1000 0 0 0 13584 0 2673 0 290265 0 0 0 Sarah Pierson Chief Dev and External Affairs Officer 272864 0 1000 0 0 0 13830 0 20332 0 308026 0 0 0 Jessica Beaman Lead Clinical Trainer 265162 0 1000 0 0 0 13365 0 5873 0 285400 0 0 0 Keshia Hughston VP People and Culture 247207 0 16339 0 0 0 13125 0 11749 0 288420 0 0 0 Jessica Foster President from 12-05-2024 224936 0 0 0 0 0 10950 0 26961 0 262847 0 0 0 John Ho Assistant Secretary 142738 0 500 0 0 0 7160 0 12036 0 162434 0 0 0 X 3 611572 FMV 0 false true false Part I and II | PartandLinenumber:,Explanation:| Part I Line 9,In column b Upstream is reporting the number of stock donations received in 2024.| Part VI, Line 6 As a non-stock non-profit Delaware corporation Upstream has members but the governing documents state that the members shall consist of those persons serving as directors. Members have no right to vote on any matter other than the election and removal of directors. Part VI, Line 12c The Board authorizes and oversees an annual review of the administration of Upstreams conflict of interest policy. The review may be written or oral. The review shall consider the level of compliance with the policy the continuing suitability of the policy and whether the policy should be modified and improved. The process occurs each year during a scheduled meeting of the Upstream Boards Governance and Nominating Committee. Part VI, Line 15 The Compensation Committee of the Board of Directors none of whom have a conflict of interest is charged with overseeing Upstreams management compensation policies and practices including making recommendations to the independent members of the Board of Directors with respect to compensation of the CEO on an annual basis reviewing the compensation of the Organizations other officers managers and employees who have substantial influence over the affairs of the organization on an annual basis of which the CFO qualified under this category in the Committees most recent review. The Committee meets at least two times per year and additionally as circumstances dictate. Comparability data for similarly qualified persons in functionally comparable positions at similarly situated organizations are prepared by a compensation consultant on a regular basis. This data was last compiled in 2024 for the CEO and CFO roles. The CEOs 360 performance evaluations and the comparability data are reviewed by the Committee before forming recommendations around changes in compensation to the Board of Directors. The Board of Directors reviews the Committees recommendation and votes on it. The CEO who is a member of the Board of Directors is recused from this review and vote. These deliberations and decisions are documented in the minutes contemporaneously. This recommendation review and vote occur annually and were last completed in 2024 and again in 2025. Part VI, Line 19 Upstreams governing documents conflict of interest policy and financial statements are available to the public upon request. Part XII, Line 2c The process has not changed from the prior year. Part VI Line 17 | Explanation:| States with which a copy of this Form 990 is required to be filed: AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MK ME MI MN MS NC ND NH NJ NM,NV NY OH OK OR PA RI SC TN UT VA WA WI WV.