Upstream Strategies Inc

Nonprofit profile at a glance

EIN
454386441
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024, Form 990-N 2021
Location
Eagle, ID, USA
Phone
2087941015
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$19,467
Expenses
$132,195
Assets
$36,185

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

Leadership & pay

4 people listed

Executive titles in this filing

  • DOUGLAS PEAKE (PRESIDENT)

People named in this filing

  • DOUGLAS PEAKE (PRESIDENT)
  • ZACHARY PEAKE (TREASURER)
  • HARVEY FRIESEN (VICE PRESIDE)

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

The mission of upstream strategies is to coach children, parents, and adults in becoming productive members of society.

What it reported doing in 2024

Upstream strategies ("upstream") has developed two platforms: the salty pastor ecosystem and, and the ask kim ecosystem the salty pastor ecosystem has developed into an educational and training ecosystem through podcasts, writing books, and personal coaching. The ask kim ecosystem focuses on parent coaching through the production of mutimedia resources that encourage parents in their raising of strong, healthy, and self reliant children.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 82
  • Sustainability: 8
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 64.3%; rating input score 64

Transparency & Controls

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

Sustainability

  • Operating margin: -579.1%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0.27; rating input score 20; 20th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 23.1%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: -6.9% per year; rating input score 0; 32nd percentile among comparable filings
  • Revenue growth: -69.6% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -52.2% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 64.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $85K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • 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.

  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 20/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.