Upstream Aquatic Institute Inc

Nonprofit profile at a glance

EIN
352818896
IRS 990-EZ coverage
2024–2024
Forms available
Form 990-EZ 2024, Form 990-N 2023
Location
Dover, DE, USA
Phone
2405328532
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Research Institutes and/or Public Policy Analysis

Reported finances

Revenue
$149,081
Expenses
$114,986
Assets
$81,457
Liabilities
$64,962

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • VICTORIA DEROOY (PRESIDENT)

People named in this filing

  • VICTORIA DEROOY (PRESIDENT)
  • AMANDA HANSEN (PROGRAM MANAGER)
  • FREDERIK LAU (CHAIR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 100
  • Sustainability: 52
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.8%; rating input score 63
  • Program expense ratio: 81.5%; rating input score 81

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 22.9%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 0.71; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.8; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 53.7%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 62.8% of revenue deployed · 81.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $94K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Contacts: How to reach this organization
  • Money network: 2 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.

  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.
  • High — Sustainability: Liabilities to assets ratio scored 7/100.