Civic Intelligence

Upstream Public Health

EIN 42-1579435 • 501(c)3 • Salem, OR

Profile

Upstream advances policy solutions designed to change the systemic conditions contributing to poor health. We address health issues and improve peoples wellbeing through research, education, creating influential coalitions and elevating public health & equity issues.

PO Box 2733Salem, OR 97308

www.upstreampublichealth.com

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

36th percentile

-4.8%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

94th percentile

$31,352

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-17%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-3.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$72,150

Down $14,542 (-17%) from 2023

Liabilities

Up

$320

Up $320 from 2023

Net Assets

Down

$71,830

Down $14,862 (-17%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Down

$308,414

Down $10,756 (-3.4%) from 2023

Expenses

Up

$323,276

Up $7,015 (+2.2%) from 2023

Net Income

Down

-$14,862

Down $17,771 (-611%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $324,006Liabilities 2010: $8,396Net Assets 2010: $315,6102010Assets 2011: $696,545Liabilities 2011: $17,756Net Assets 2011: $678,7892011Assets 2012: $229,864Liabilities 2012: $15,879Net Assets 2012: $213,9852012Assets 2013: $95,476Liabilities 2013: $21,755Net Assets 2013: $73,7212013Assets 2014: $243,842Liabilities 2014: $107,946Net Assets 2014: $135,8962014Assets 2015: $277,568Liabilities 2015: $107,091Net Assets 2015: $170,4772015Assets 2020: $27,437Liabilities 2020: $6,200Net Assets 2020: $21,2372020Assets 2021: $37,687Liabilities 2021: $0Net Assets 2021: $37,6872021Assets 2022: $83,235Liabilities 2022: $100Net Assets 2022: $83,1352022Assets 2023: $86,692Liabilities 2023: $0Net Assets 2023: $86,6922023Assets 2024: $72,150Liabilities 2024: $320Net Assets 2024: $71,8302024

Highlighted filing

2024

Assets$72,150
Liabilities$320
Net Assets$71,830
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $299,3912010Expenses 2011: $567,6332011Expenses 2012: $924,5792012Revenue 2013: $600,808Expenses 2013: $741,072Net Income 2013: -$140,2642013Revenue 2014: $573,241Expenses 2014: $511,066Net Income 2014: $62,1752014Revenue 2015: $694,950Expenses 2015: $660,369Net Income 2015: $34,5812015Revenue 2020: $54,075Expenses 2020: $42,900Net Income 2020: $11,1752020Revenue 2021: $81,412Expenses 2021: $64,942Net Income 2021: $16,4702021Revenue 2022: $234,785Expenses 2022: $188,641Net Income 2022: $46,1442022Revenue 2023: $319,170Expenses 2023: $316,261Net Income 2023: $2,9092023Revenue 2024: $308,414Expenses 2024: $323,276Net Income 2024: -$14,8622024

Highlighted filing

2024

Revenue$308,414
Expenses$323,276
Net Income-$14,862
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$72,150
Liabilities
$320
Net assets
$71,830
Revenue
$308,414
Expenses
$323,276
Net income
-$14,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$3.08$3.23$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$3.19$3.16$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$2.35$1.89$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.81$0.65$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.06$0.21$0.54$0.43$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$1.07$1.70$6.95$6.60$0.35
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$1.08$1.36$5.73$5.11$0.62
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.22$0.74$6.01$7.41$1.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.16$2.14$9.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.18$6.79$5.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.08$3.16$2.99
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$234,785
Mission and Program Overview

Mission

Promote the social, economic, political and community conditions that improve the health and well-being of all Oregonians.

Upstream advances policy solutions designed to change the systemic conditions contributing to poor health. We address health issues and improve peoples wellbeing through research, education, creating influential coalitions and elevating public health & equity issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$37,687$83,235▲ $45,548
Rtn Earn Endowment Incm Other Fnds$37,587$83,135▲ $45,548
Total Assets$37,687$83,235▲ $45,548
Liabilities
Accounts Payable and Accrued Expenses$100$100→ $0
Total Liabilities$100$100→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,587$83,135▲ $45,548
Total Liabilities and Net Assets / Fund Balance$37,687$83,235▲ $45,548
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lille ManvelExecutive DirectorPT$35,503$35,503

Board Members and Trustees

NameTitle
Jill Thompson HutsonChair
Gretchen Horton-dunbarDirector
Kerri LopezDirector
Robb HutsonDirector
Danna DrumSecretary
Erlette UpshawTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$195,647
Program Service Revenue
$39,136
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$46,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$114,428
Other Expenses$74,213
Total Fundraising Expense$9,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,085$7,892$3,946$78,923
Fees for Services Other$51,000$6,000$3,000$60,000
Current Officers, Directors, Trustees, and Key Employees$30,179$3,551$1,775$35,505
Office Expenses$3,839$452$226$4,517
Insurance$1,309$154$77$1,540
Fees for Services Legal$842$99$50$991
Advertising$504$59$30$593
Conferences and Meetings$360$42$21$423
Other Expenses$72$9$4$85
Total Functional Expenses$160,583$18,705$9,353$188,641
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Upon completion of the 990 by the contract accountant, the return is reviewed by theexecutive director. After the executive directors review, the return is made available to the board of directors and the filing is submitted.”

Form 990 availability to public Part VI line 18

“Federal 990 tax retunrs are available to the public upon request”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upstream Public Health
EIN
42-1579435
Address
PO BOX 2733, SALEM, OR 97308

Signing Officer

Name
Lillie Manvel
Title
Executive Diret
Phone
9713015166
Signed
2023-11-14
Discuss with paid preparer
No

Organization Details

Formed
2003
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
7

Preparer

Firm
Numberman LLC
Address
5257 NE M L King Jr 101, Portland, OR 97211
Preparer
Ben Harris
Phone
5035681316
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“CONTRACTORS $60,000”

Raw XML Appendix368 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
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
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IRS990/FeesForServicesLegalGrp/TotalAmt0991
IRS990/FeesForServicesOtherGrp/FundraisingAmt03000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt051000
IRS990/FeesForServicesOtherGrp/TotalAmt060000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0LILLE MANVEL
IRS990/Form990PartVIISectionAGrp/PersonNm1KERRI LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2GRETCHEN HORTON-DUNBAR
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBB HUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JILL THOMPSON HUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DANNA DRUM
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0UPSTREAM ADVANCES POLICY SOLUTIONS DESIGNED TO CHANGE THE SYSTEMIC CONDITIONS CONTRIBUTING TO POOR HEALTH. WE ADDRESS HEALTH ISSUES AND IMPROVE PEOPLES WELLBEING THROUGH RESEARCH, EDUCATION, CREATING INFLUENTIAL COALITIONS AND ELEVATING PUBLIC HEALTH & EQUITY ISSUES.
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IRS990/OtherExpensesGrp/Desc0STIPENDS AND INCENTIVES
IRS990/OtherExpensesGrp/Desc1TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
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IRS990/ProgramServiceRevenueGrp/Desc0PUBLIC HEALTH ADVOCACY
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IRS990/ProgSrvcAccomActy2Grp/Desc0WE BEGAN TWO GRANTS FUNDED BY THE KNIGHT CANCER INSTITUTE COMMUNITY PARTNERSHIP PROGRAM IN EARLY 2022: STARTING AN EQUITY-CENTERED AND TRAUMA-INFORMED COMMERCIAL TOBACCO PREVENTION COALITION AND EXPLORING HEALTHY RETAIL PILOTS/HEALTHY DEFAULT DRINKS PILOTS.BOTH PROGRAMS STARTED OUT THE YEAR WITH ADDITIONAL FUNDING FROM OTHER SOURCES.WE SUCCESSFULLY LAUNCHED A MULTI-CULTURAL COMMUNITY-BASED COMMERCIAL TOBACCO PREVENTION COALITION IN THE FALL OF 2022 WITH AN AIM TO END THE SALE OF MENTHOL CIGARETTES AND FLAVORED NICOTINE PRODUCTS.WE GAINED FUNDING FOR OUR HEALTHY RETAIL PILOTS THAT LEAD US TO PAUSE OUR KNIGHT CANCER WORK AND RECEIVED A NO-COST EXTENSION TO CONTINUE WORKING ON THAT THROUGHOUT 2023.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027289
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IRS990/ProgSrvcAccomActy3Grp/Desc0WE BEGAN WORK IN 2022 SEEKING INSIGHT FROM COMMUNITY MEMBERS ABOUT THEIR INTEREST IN CHANGING THE SUGARY DRINKS POLICY LANDSCAPE THROUGH COALITION BUILDING. WE HELD COMMUNITY LISTENING SESSIONS AND ONE-ON-ONE INTERVIEWS IN ENGLISH AND SPANISH LANGUAGE, SPEAKING WITH 50 LANE COUNTY RESIDENTS IN TOTAL.IN THE LATTER HALF OF 2022, WE BEGAN WORKING ON A CONTRACT WITH CCPH IN 2022 EXPLORING HOW TO INTRODUCE HEALTHY RETAIL PILOTS AT A CONVENIENCE STORE IN MILWAUKIE, OR. BY THE END OF THE YEAR, WE HAD PLANNED THAT WE WOULD LIKELY SURVEY CONVENIENCE STORE CUSTOMERS ABOUT THEIR INTEREST IN FRESH PRODUCE OFFERINGS AT CORNER STORES. DURING THIS LATTER HALF OF 2022, WE, ALONG WITH CLACKAMAS PUBLIC HEALTH STAFF, JOINED MONTHLY MEETINGS WITH OTHERS AROUND THE STATE WHO WISHED TO EXPLORE SIMILAR HEALTHY RETAIL PILOT OPTIONS
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037587
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION OF THE 990 BY THE CONTRACT ACCOUNTANT, THE RETURN IS REVIEWED BY THEEXECUTIVE DIRECTOR. AFTER THE EXECUTIVE DIRECTORS REVIEW, THE RETURN IS MADE AVAILABLE TO THE BOARD OF DIRECTORS AND THE FILING IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FEDERAL 990 TAX RETUNRS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACTORS $60,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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IRS990/WebsiteAddressTxt0WWW.UPSTREAMPUBLICHEALTH.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLIE MANVEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRET
ReturnHeader/BusinessOfficerGrp/PhoneNum09713015166
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTREAM PUBLIC HEALTH
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0421579435
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2733
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472734896
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Numberman LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05257 NE M L King Jr 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097211
ReturnHeader/PreparerPersonGrp/PhoneNum05035681316
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ben Harris
ReturnHeader/ReturnTs02023-11-14T17:25:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANVEL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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