Civic Intelligence

Upstream Aquatic Institute Inc.

EIN 35-2818896 • 501(c)3 • Dover, DE

Pub. 78 Eligible990-N Coverage

Profile

We advance research and public understanding to support responsible fishing and protect the long-term health of our waters and native fish populations.

8 The Green ADover, DE 19901

upstreamaquatic.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.80x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.44x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$33,800

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

$81,457

No earlier filing loaded for comparison.

Liabilities

$64,962

No earlier filing loaded for comparison.

Net Assets

$16,495

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue91st percentileNet Margin77th percentile

Revenue

$149,081

No earlier filing loaded for comparison.

Expenses

$114,986

No earlier filing loaded for comparison.

Net Income

$34,095

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2024: $81,457Liabilities 2024: $64,962Net Assets 2024: $16,4952024

Highlighted filing

2024

Assets$81,457
Liabilities$64,962
Net Assets$16,495
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2024: $149,081Expenses 2024: $114,986Net Income 2024: $34,0952024

Highlighted filing

2024

Revenue$149,081
Expenses$114,986
Net Income$34,095
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,457
Liabilities
$64,962
Net assets
$16,495
Revenue
$149,081
Expenses
$114,986
Net income
$34,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.65$0.16$1.49$1.15$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$149,081
Mission and Program Overview

Mission

We advance research and public understanding to support responsible fishing and protect the long-term health of our waters and native fish populations.

Program Services

DescriptionGrantsExpenses
RESEARCH & POLICY ANALYSIS: CONDUCTED SCIENTIFIC STUDIES AND POLICY ANALYSIS TO ADVANCE THE UNDERSTANDING OF AQUATIC ECOSYSTEM HEALTH. KEY ACHIEVEMENTS INCLUDE SURVEYING ANGLERS TO IDENTIFY BEHAVIORAL PATTERNS, AND ANALYZING STATE REGULATIONS TO PROVIDE DATA-DRIVEN RECOMMENDATIONS FOR PROTECTING NATIVE FISH POPULATIONS, AND PUBLISHING PEER-REVIEWED RESEARCH.$0$50,315
PUBLIC EDUCATION AND STAKEHOLDER OUTREACH: EDUCATED THE PUBLIC AND OTHER KEY STAKEHOLDERS ON THREATS TO NATIVE FISH. WE PUBLISHED AND DISTRIBUTED EXPERT REPORTS ON BAITFISH USE IN SEVERAL STATES AND PROVIDED NON-PARTISAN ANALYSIS TO INFORM PUBLIC DISCUSSION AND POTENTIAL RULEMAKING.$0$43,364
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA DEROOYPresidentFT$33,800-$33,800
AMANDA HANSENProgram ManagerFT$27,924-$27,924
FREDERIK LAUChair-$0--
MICHAEL ST JULESSecretary-$0--
CECILIE GRAULUNDTreasurer-$0--
JT STANLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upstream Aquatic Institute Inc
EIN
35-2818896
Phone
2405328532
Address
8 THE GREEN A, DOVER, DE 19901

Signing Officer

Name
Victoria Derooy
Title
President
Phone
2405328532
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Mitch Davis CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office. Amount: 1,547. Description: information technology. Amount: 671. Description: conferences, conventions, and meetings. Amount: 9,269. Description: surveying, polling & publishing. Amount: 8,652. Description: travel. Amount: 8,884. Total to form 990-ez, line 16: 29,023.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: loan from up. Beg. Of year amount: 15,000. End of year amount: 64,962. Description: accounts payable. Beg. Of year amount: 2,600. End of year amount: 0.”

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JT STANLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02405328532
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 THE GREEN 21940
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DOVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081457
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0149081
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt034095
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017520
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081457
IRS990EZ/GrossReceiptsAmt0149081
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-17600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016495
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-17600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016495
IRS990EZ/OccupancyRentUtltsAndMaintAmt01959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt033800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt127924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICTORIA DEROOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FREDERIK LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL ST JULES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CECILIE GRAULUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JT STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROGRAM MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt029023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WE ADVANCE RESEARCH AND PUBLIC UNDERSTANDING TO SUPPORT RESPONSIBLE FISHING AND PROTECT THE LONG-TERM HEALTH OF OUR WATERS AND NATIVE FISH POPULATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH & POLICY ANALYSIS: CONDUCTED SCIENTIFIC STUDIES AND POLICY ANALYSIS TO ADVANCE THE UNDERSTANDING OF AQUATIC ECOSYSTEM HEALTH. KEY ACHIEVEMENTS INCLUDE SURVEYING ANGLERS TO IDENTIFY BEHAVIORAL PATTERNS, AND ANALYZING STATE REGULATIONS TO PROVIDE DATA-DRIVEN RECOMMENDATIONS FOR PROTECTING NATIVE FISH POPULATIONS, AND PUBLISHING PEER-REVIEWED RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PUBLIC EDUCATION AND STAKEHOLDER OUTREACH: EDUCATED THE PUBLIC AND OTHER KEY STAKEHOLDERS ON THREATS TO NATIVE FISH. WE PUBLISHED AND DISTRIBUTED EXPERT REPORTS ON BAITFISH USE IN SEVERAL STATES AND PROVIDED NON-PARTISAN ANALYSIS TO INFORM PUBLIC DISCUSSION AND POTENTIAL RULEMAKING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050315
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143364
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt066484
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017600
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt064962
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0114986
IRS990EZ/TotalProgramServiceExpensesAmt093679
IRS990EZ/TotalRevenueAmt0149081
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0UPSTREAMAQUATIC.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 2023 COLUMN IS FOR THE SHORT YEAR 8/8/23-12/31/23. THE ORGANIZATION DID NOT HAVE ANY REVENUE IN 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0149081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0149081
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt021227
IRS990ScheduleA/SubstantialContributorsTotAmt0127854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0149081
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0149081
IRS990ScheduleA/TotalSupportAmt0149081
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt05749
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt05749
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt022997
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt022997
IRS990ScheduleC/GrassrootsCeilingAmt08624
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt05749
IRS990ScheduleC/LobbyingCeilingAmt034496
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt022997
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0114986
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0114986
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE. AMOUNT: 1,547. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 671. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 9,269. DESCRIPTION: SURVEYING, POLLING & PUBLISHING. AMOUNT: 8,652. DESCRIPTION: TRAVEL. AMOUNT: 8,884. TOTAL TO FORM 990-EZ, LINE 16: 29,023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOAN FROM UP. BEG. OF YEAR AMOUNT: 15,000. END OF YEAR AMOUNT: 64,962. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,600. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA DEROOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02405328532
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTREAM AQUATIC INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0352818896
ReturnHeader/Filer/PhoneNum02405328532
ReturnHeader/Filer/USAddress/AddressLine1Txt08 THE GREEN A
ReturnHeader/Filer/USAddress/CityNm0DOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCH DAVIS CPA
ReturnHeader/ReturnTs02025-11-05T14:22:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.