2025-10-17T14:55:07-05:00 2024-12-31 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990 2024-01-01 432038678 Upstream Policy Institute Inc UPST 8134458981 PO Box 1352 Damariscotta ME 04543 Crystal Dreisbach CEO 8134458981 2025-10-17 1 0 Maria M Happnie CPA P01793776 2077753496 2025-10-17 2024 2025-03-06 01:10:19Z Crystal Dreisbach PO Box 1352 Damariscotta ME 04543 1568230 0 X www.upstreamsolutions.org X 2003 ME Upstream sparks innovative solutions to plastic pollution by helping people, businesses, and communities shift from single-use to reuse. 10 10 13 10 0 0 1416665 1501503 18804 40870 1399 25857 0 0 1436868 1568230 0 10200 0 0 1018094 1099387 0 0 192361 529393 567084 1547487 1676671 -110619 -108441 1271711 1540347 106417 483494 1165294 1056853 Upstream sparks innovative solutions to plastic pollution by helping people, businesses, and communities shift from single-use to reuse. 0 0 1283422 10200 40870 Policy: Influencing the passage and quality rollout of reuse policy; develop and share policy resources across our networks. Strategic Initiatives: We are creating a reuse system in the Grand Canyon National Park that will significantly reduce foodservice waste, litter, and pollution in the Park.Social Impact: Sharing reuse content across our owned channels, including website, newsletter, top 10% podcast, socials, and livestreams; measures a 140% increase in earned press coverage for reuse over 5 years. 1283422 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 13 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA GA X Stephanie Nunez 8134458981 PO Box 1352 Damariscotta ME 04543 Ashley Craig President 3.00 X X 0 0 0 Linda Corrado Vice President 1.00 X X 0 0 0 Steve Sherman Treasurer 2.50 X X 0 0 0 Daniel Velez Secretary 1.00 X X 0 0 0 Dana Calder Director 1.00 X 0 0 0 Joshua Chaitin Director 1.00 X 0 0 0 Jon Hinck Director 1.00 X 0 0 0 Marion Hunt Director 1.00 X 0 0 0 David Stitzhal Director 1.00 X 0 0 0 Adam Sharma Director 1.00 X 0 0 0 Crystal Dreisbach Executive Director 40.00 X 172800 0 3535 Julie Lamy Chief Operations Officer 32.00 X 127702 0 7285 Sydney Harris Policy Director 40.00 X 112608 0 4765 Vanessa Tiongson Chief Marketing Officer 40.00 X 160944 0 900 574054 0 16485 4 0 1 0 0 1501503 7858 1501503 Fee for Service 541700 40870 40870 40870 25857 25857 1568230 40870 0 25857 X 10200 10200 574053 440412 41354 92287 361580 277403 26048 58129 25909 19093 2599 4217 71536 48445 12322 10769 66309 50653 5075 10581 9482 118 9364 41165 41165 21000 21000 356828 324112 32677 39 8950 7201 1640 109 30068 19918 5617 4533 32409 26173 429 5807 46572 36870 4381 5321 3036 3036 Staff Training 13580 0 13580 0 Miscellaneous 3994 1824 1601 569 1676671 1283422 200888 192361 941711 994947 330000 535400 0 10000 1271711 1540347 106417 87864 0 395630 106417 483494 X 835294 506853 330000 550000 1165294 1056853 1271711 1540347 -108441 0 X 0 1 X 0 0 X 1237731 1517678 1700553 1416665 1501503 7374130 1237731 1517678 1700553 1416665 1501503 7374130 7374130 860 1296 1576 1399 25857 30988 4930 288 798 6016 7411134 0.99500 0.84150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21000 21000 1655671 1676671 233834 58459 0 0 204527 219829 227374 233834 885564 1328346 6178 7743 1261 21000 36182 51132 54957 56844 58459 221392 332088 0 X 1568230 0 1568230 0 1568230 1676671 0 1676671 0 1676671 Part X, Line 2: The Organization assesses whether it is more likely than not that a tax position will be sustained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of the tax position is not recognized in the financial statements. Management evaluated the Organization's tax positions and concluded that the Organization had taken no uncertain tax positions that require adjustment to the financial statements. The Organization is subject to the U.S Federal and State examinations by tax authorities generally for three years after the filing of its tax returns. X 0 0 0 0 0 0 0 0 0 Crystal Dreisbach Executive Director 172800 0 0 0 0 0 2658 0 877 0 176335 0 0 0 Vanessa Tiongson Chief Marketing Officer 160944 0 0 0 0 0 0 0 900 0 161844 0 0 0 Part I, Line 3 Compensation of the CEO/ED is reviewed annually by board leadership. Competitive and equitable salaries are set and adjusted using market metrics for the profession, accounting for location. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Executive Director and approved by the board prior to filing. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy is included in the board onboarding packet and reviewed annually at the board and staff retreat. The policy has been used in the past successfully. Form 990, Part VI, Section B, line 15 The CEO/ED is reviewed annually by board leadership. Senior employees are reviewed quarterly and annually by the CEO. Competitive and equitable salaries are set and adjusted using market metrics for the profession, accountiong for location. Form 990, Part VI, Section C, line 19 No other documents are provided. Form 990, Part IX, line 11g Contractor fees: Program service expenses 320,169. Management and general expenses 250. Fundraising expenses 16. Total expenses 320,435. HR and Other: Program service expenses 3,943. Management and general expenses 32,427. Fundraising expenses 23. Total expenses 36,393.