Civic Intelligence

Upstream Prevention Inc

EIN 47-5502996 • 501(c)3 • Greenwood, IN

Profile

Upstream prevention is organized exclusively for charitable and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code, or corresponding section of any future federal tax code. No part of the net earnings of the corporation shall inure to the benefit of, or shall be distributable to its members, trustees, officers, or other private persons, except that the corporation shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth hereof. Upstream prevention seeks to support systems-level changes to promote public health, specifically related to the prevention and reduction of youth substance use, improved mental health, and creating an environment conducive to healthy behaviors for all citizens.

550 US 31 SouthGreenwood, IN 46142

www.upstreamprevention.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.44x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.38x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$86,285

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

89th percentile

56%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-17%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$636,378

Up $227,364 (+56%) from 2023

Liabilities

Up

$277,196

Up $274,021 (+8631%) from 2023

Net Assets

Down

$359,182

Down $46,657 (-11%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin28th percentile

Revenue

Down

$734,310

Down $153,316 (-17%) from 2023

Expenses

Up

$780,967

Up $6,859 (+0.9%) from 2023

Net Income

Down

-$46,657

Down $160,175 (-141%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$800K$600K$400K$200K$0Assets 2018: $10,198Liabilities 2018: $0Net Assets 2018: $10,1982018Assets 2019: $34,759Liabilities 2019: $0Net Assets 2019: $34,7592019Assets 2020: $172,571Liabilities 2020: $1,153Net Assets 2020: $171,4182020Assets 2021: $311,154Liabilities 2021: $4,365Net Assets 2021: $306,7892021Assets 2022: $293,279Liabilities 2022: $958Net Assets 2022: $292,3212022Assets 2023: $409,014Liabilities 2023: $3,175Net Assets 2023: $405,8392023Assets 2024: $636,378Liabilities 2024: $277,196Net Assets 2024: $359,1822024

Highlighted filing

2024

Assets$636,378
Liabilities$277,196
Net Assets$359,182
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $124,952Expenses 2018: $123,601Net Income 2018: $1,3512018Revenue 2019: $190,857Expenses 2019: $166,296Net Income 2019: $24,5612019Revenue 2020: $438,773Expenses 2020: $302,114Net Income 2020: $136,6592020Revenue 2021: $714,459Expenses 2021: $579,088Net Income 2021: $135,3712021Revenue 2022: $737,340Expenses 2022: $751,808Net Income 2022: -$14,4682022Revenue 2023: $887,626Expenses 2023: $774,108Net Income 2023: $113,5182023Revenue 2024: $734,310Expenses 2024: $780,967Net Income 2024: -$46,6572024

Highlighted filing

2024

Revenue$734,310
Expenses$780,967
Net Income-$46,657
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$636,378
Liabilities
$277,196
Net assets
$359,182
Revenue
$734,310
Expenses
$780,967
Net income
-$46,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.36$2.77$3.59$7.34$7.81$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.03$4.06$8.88$7.74$1.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.01$2.92$7.37$7.52$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.04$3.07$7.14$5.79$1.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.01$1.71$4.39$3.02$1.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$1.91$1.66$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$1.25$1.24$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$734,434
Mission and Program Overview

Mission

Upstream prevention is organized exclusively for charitable and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code, or corresponding section of any future federal tax code. No part of the net earnings of the corporation shall inure to the benefit of, or shall be distributable to its members, trustees, officers, or other private persons, except that the corporation shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth hereof. Upstream prevention seeks to support systems-level changes to promote public health, specifically related to the prevention and reduction of youth substance use, improved mental health, and creating an environment conducive to healthy behaviors for all citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$343,699-
Savings and Temporary Cash Investments$25,559$196,830▲ $171,271
Cash and Non-Interest-Bearing Accounts$383,455$88,792▼ $294,663
Intangible Assets-$4,735-
Prepaid Expenses and Deferred Charges-$2,322-
Total Assets$409,014$636,378▲ $227,364
Liabilities
Other Liabilities$3,175$277,196▲ $274,021
Total Liabilities$3,175$277,196▲ $274,021
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$405,839$359,182▼ $46,657
Total Net Assets Fund Balance$405,839$359,182▼ $46,657
Total Liabilities and Net Assets / Fund Balance$409,014$636,378▲ $227,364

Asset Categories

AssetBook ValueDepreciationBasis
Land$209,704-$209,704
Buildings$133,995$1,301$135,296
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen RatcliffExecutive DiFT$71,904$14,381$86,285

Board Members and Trustees

NameTitle
Mark HatfieldPresident
Anne SuttonBoard Member
James AlexanderBoard Member
Hope Sullivan McmickleSecretary
Sara ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$721,251
Program Service Revenue
$0
Investment Income
$6,233
Other Revenue
$6,826
All Other Contributions
$193,442
Change in Net Assets
$-46,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$486,042
Other Expenses$294,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$342,708$14,381-$357,089
Advertising$69,985$4,586-$74,571
Current Officers, Directors, Trustees, and Key Employees$71,904--$71,904
Payroll Taxes$33,628$686-$34,314
Occupancy$4,090$20,169-$24,259
Conferences and Meetings$23,730--$23,730
All Other Expenses$18,130$5,422-$23,552
Other Expenses$14,754$21,445-$14,754
Insurance$117$14,548-$14,665
Travel$1,153$13,437-$14,590
Other Employee Benefits-$12,192-$12,192
Pension Plan Contributions-$10,543-$10,543
Office Expenses$5,868$2,451-$8,319
Information Technology$6,704--$6,704
Interest$6,347--$6,347
Fees for Services Other-$2,896-$2,896
Fees for Services Accounting-$1,950-$1,950
Depreciation Depletion$1,368--$1,368
Total Functional Expenses$656,261$124,706$0$780,967
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,950
Fundraising Direct Expenses$124
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Citizens Bank Loan Payable$273,889
Property Tax Payable$3,184
Credit Card Payable$123
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The executive director was provided a draft of form 990 for review and comment prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The purpose of the policy is to protect this tax-exempt organization's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the organization or might result in a possible excess benefit transaction. The policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations.”

Form 990, Page 6, Part VI, Line 19

“Policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Upstream Prevention Inc
EIN
47-5502996
Phone
3178249617
Address
550 US 31 SOUTH, GREENWOOD, IN 46142

Signing Officer

Name
Kathleen Ratcliff
Title
Executive Director
Phone
3178249617
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Ratcliff
Formed
2015
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
12

Preparer

Firm
Compass Pointe Cpas Llp
Address
609 TREYBOURNE DR STE A, GREENWOOD, IN 46142
Preparer
Angela L Coy CPA
Phone
3178816670
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Upstream prevention is organized exclusively for charitable and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code, or corresponding section of any future federal tax code. No part of the net earnings of the corporation shall inure to the benefit of, or shall be distributable to its members, trustees, officers, or other private persons, except that the corporation shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth hereof. Upstream prevention seeks to support systems-level changes to promote public health, specifically related to the prevention and reduction of youth substance use, improved mental health, and creating an environment conducive to healthy behaviors for all citizens.”

Raw XML Appendix367 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm2MARK HATFIELD
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IRS990/ProgSrvcAccomActy2Grp/Desc0EVALUATION SUPPORT - UPSTREAM SUPPORTS LOCAL COMMUNITY COALITIONS IN THEIR PREVENTION/SYSTEMS-CHANGE EFFORT BY PROVIDING SUPPORT FOR EVALUATION ACTIVITIES. TO SUPPORT THIS EFFORT PROGRAM SUPPLIES AND STAFF TIME ARE EXPENDED. EVALUATION EFFORTS SUPPORT MULTIPLE COALITIONS IN THE AREA.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY ACTIVITIES (OUTSIDE OF COALITIONS) - UPSTREAM SUPPORTS COMMUNITY AWARENESS EFFORTS AND TRAINING/EDUCATIONAL PROGRAMS TO INCREASE POSITIVE MENTAL HEALTH, REDUCE SUBSTANCE USE, AND PREVENT SUICIDE. EFFORTS ARE TARGETED AT THE ENTIRE COUNTY POPULATION.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CITIZENS BANK LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PROPERTY TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPSTREAM PREVENTION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. NO PART OF THE NET EARNINGS OF THE CORPORATION SHALL INURE TO THE BENEFIT OF, OR SHALL BE DISTRIBUTABLE TO ITS MEMBERS, TRUSTEES, OFFICERS, OR OTHER PRIVATE PERSONS, EXCEPT THAT THE CORPORATION SHALL BE AUTHORIZED AND EMPOWERED TO PAY REASONABLE COMPENSATION FOR SERVICES RENDERED AND TO MAKE PAYMENTS AND DISTRIBUTIONS IN FURTHERANCE OF THE PURPOSES SET FORTH HEREOF. UPSTREAM PREVENTION SEEKS TO SUPPORT SYSTEMS-LEVEL CHANGES TO PROMOTE PUBLIC HEALTH, SPECIFICALLY RELATED TO THE PREVENTION AND REDUCTION OF YOUTH SUBSTANCE USE, IMPROVED MENTAL HEALTH, AND CREATING AN ENVIRONMENT CONDUCIVE TO HEALTHY BEHAVIORS FOR ALL CITIZENS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR WAS PROVIDED A DRAFT OF FORM 990 FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE POLICY IS TO PROTECT THIS TAX-EXEMPT ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN RATCLIFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03178249617
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTREAM PREVENTION INC
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0475502996
ReturnHeader/Filer/PhoneNum03178249617
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371450744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMPASS POINTE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0609 TREYBOURNE DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046142
ReturnHeader/PreparerPersonGrp/PhoneNum03178816670
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA L COY CPA
ReturnHeader/ReturnTs02025-11-07T15:19:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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