Upstream Access

Nonprofit profile at a glance

EIN
853252674
IRS 990 coverage
2021–2025
Forms available
Form 990 2025, Form 990-N 2020
Location
Beaverton, OR, USA
Phone
9712415339
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Services N.E.C.

Reported finances

Revenue
$482,328
Expenses
$346,423
Assets
$238,823
Liabilities
$72,868

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • BROOK MCCALL (President)

Highest reported compensation

  • ERIN TAYLOR (Dir of Advocacy): $88,623 total reported compensation
  • JENNI CICERONE (Secretary): $21,158 total reported compensation
  • MERRY CARLSON (Director): $2,946 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Upstream Access is a crossdisability community committed to supporting the resilience of fellow disabled people in Oregon and Southwest Washington. We celebrate disability as a culture and source of creative strength. We invest our collective wisdom to advocate for positive change. We partner with allies who share our vision of equity and access in all landscapes. PROGRAM 2: Prepability Cohorts The Prepability Cohort Program is a pilot program that wll address health equity and the lack of accessible and equitable emergency preparedness trainings and resources facilitated for disabled people in a meaningful way throughout the Portland Metro area. For three months, UA wll host these community monthlyevening meetups. For consistency within communities, all three monthly meetings will have the same topic and structure: Month 1 Basic preparedness Month 2 Power planning and the importance of solarpowered for climate justice Month 3 Podmapping, stress management, and resilience. At these Prep

What it reported doing in 2025

Program Descriptions Reflecting Current Year ActivityProgram: Mindful Moments-Dedicate 15 minutes to a virtual break every Monday at 7 pm, allowing yourself to breathe deeply, center your thoughts, and embrace mindfulness. This brief pause helps restore your energy and bring a sense of calm and focus to the rest of your week.Emergency Preparedness and Community Building: Program: ReadySetConnectThis is a monthly virtual meet-up for disabled people to learn how to prepare for emergencies and share resources with each other. Registered people receive an accessible resource list for all topics, articles, and resources shared during and after the virtual meet-up.Programs: Disability Resilience Collective: Building Emergency Readiness TogetherThis is a new monthly virtual statewide meet-up where organizations can come together and share resources, brainstorm new ideas, and discuss ways to strengthen emergency preparedness within the disability community. This collaborative space will focus on fostering resilience, mutual support, and proactive planning for access and inclusion before, during, and after emergencies. Together, we can buildcollective strategies to ensure the needs of disabled individuals are met in all stages of emergency readiness.Program: P-CEP ProgramUpstream Access provides Person-Centered Emergency Preparedness (P-CEP) programming to help disabled people and older adults identify their individual strengths, support needs, and resources before an emergency. Through workshops, community events, and one-on-one sessions with trained P-CEP Peer Facilitators, participants develop personalized preparedness strategies based on their own lives andpriorities. The program strengthens individual and collective resilience while building social connections and increasing access to practical emergency preparedness resources.Program: Backup & Solar Power ProgramUpstream Access works to increase access to backup power and portable solar and rechargeable devices for disabled people and others who rely on electricity for health, safety, communication, mobility, and independence. The program provides individualized backup power solutions and devices such as solar or rechargeable lights, emergency radios, fans, phone chargers, and other preparedness equipment based on each persons needs. Participants receive education and hands-on support to safely use their equipment, recognizing that access to power is access to life and helping people remain safer, connected, and more independent during power outages and emergencies.Program: Statewide Emergency ResponseUpstream Access provides disability-inclusive emergency response across Oregon, working with community partners to reach disabled people and others who may face barriers accessing traditional disaster resources. During wildfires, extreme weather, power outages, and other emergencies, we mobilize supplies such as cooling and hygiene items, emergency radios, backup power, charging devices, sensoryand mental health supports, and other resources based on community needs. Our response prioritizes accessibility and individual choice, allowing people to identify the supplies and support that work best for them rather than relying on one-size-fits-all kits. We also build relationships with local organizations andemergency response partners so communities are better connected before, during, and after disasters.Program: Seasonal Preparedness & Mental Health WorkshopsUpstream Access provides seasonal preparedness and mental health resilience workshops that help disabled people prepare for extreme heat, cold weather, wildfire smoke, power outages, and other emergencies. Workshops provide practical preparedness information while creating opportunities for participants to build social connections and identify strategies that support their emotional well-beingduring stressful situations. Participants can personalize cooling, seasonal preparedness, sensory, or mental health resilience kits by choo

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 86
  • Accountability: 74
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.1%; rating input score 56
  • Program expense ratio: 78.1%; rating input score 78
  • Fundraising efficiency: $2,417.84 raised per $1 spent on fundraising; rating input score 99; 99th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 72.7%; rating input score 73; 22nd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 28.2%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 0.69; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.31; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 32.5%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: 46.5% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: 47.8% per year; rating input score 100; 96th percentile among comparable filings
  • Asset growth: 13.2% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 56.1% of revenue deployed · 78.1% of spending went to programs
  • Governance: 8 of 11 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $270K in reported program spending
  • Leadership: top reported pay $89K · 11 people listed
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 9/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.