Civic Intelligence

Dr John E Upledger Foundation Inc.

990EZ • Fiscal year 2018 • EIN 46-3462105

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

11211 Prosperity Farms Road D223Palm Beach Gardens, FL 33410

(561) 622-4334

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

91st percentile

92%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$32,603

Up $15,647 (+92%) from 2017

Net Assets

Up

$32,603

Up $15,647 (+92%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$80,391

Down $17,588 (-18%) from 2017

Expenses

Down

$64,744

Down $22,369 (-26%) from 2017

Net Income

Up

$15,647

Up $4,781 (+44%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50KAssets 2013: $1Liabilities 2013: $02013Assets 2014: $164Liabilities 2014: $8,000Net Assets 2014: -$7,8362014Assets 2015: $313Liabilities 2015: $32,794Net Assets 2015: -$32,4812015Assets 2016: $6,090Liabilities 2016: $0Net Assets 2016: $6,0902016Assets 2017: $16,956Net Assets 2017: $16,9562017Assets 2018: $32,603Net Assets 2018: $32,6032018Assets 2019: $75,450Net Assets 2019: $75,4502019Assets 2020: $82,597Net Assets 2020: $82,5972020Assets 2021: $97,088Net Assets 2021: $97,0882021Assets 2022: $119,487Net Assets 2022: $119,4872022Assets 2023: $120,574Net Assets 2023: $120,5742023Assets 2024: $129,129Net Assets 2024: $129,1292024

Highlighted filing

2018

Assets$32,603
Liabilities-
Net Assets$32,603

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2013: $679Expenses 2013: $679Net Income 2013: $02013Revenue 2014: $53,589Expenses 2014: $61,425Net Income 2014: -$7,8362014Revenue 2015: $47,690Expenses 2015: $72,335Net Income 2015: -$24,6452015Revenue 2016: $176,618Expenses 2016: $138,047Net Income 2016: $38,5712016Revenue 2017: $97,979Expenses 2017: $87,113Net Income 2017: $10,8662017Revenue 2018: $80,391Expenses 2018: $64,744Net Income 2018: $15,6472018Revenue 2019: $122,228Expenses 2019: $79,381Net Income 2019: $42,8472019Revenue 2020: $25,874Expenses 2020: $18,727Net Income 2020: $7,1472020Revenue 2021: $66,515Expenses 2021: $52,024Net Income 2021: $14,4912021Revenue 2022: $70,208Expenses 2022: $47,809Net Income 2022: $22,3992022Revenue 2023: $56,358Expenses 2023: $55,271Net Income 2023: $1,0872023Revenue 2024: $61,447Expenses 2024: $52,892Net Income 2024: $8,5552024

Highlighted filing

2018

Revenue$80,391
Expenses$64,744
Net Income$15,647
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$80,391
Mission and Program Overview

Mission

Treatment and research for war veterans and patients of dolphin assisted therapy intesive programs

Program Services

DescriptionGrantsExpenses
ALZHEIMER'S INTENSIVE THERAPY PROGRAM IN AUGUST 2018 WAS A PROGRAM FOR PATIENTS DIAGNOSED WITH EARLY STAGES OF ALZHEIMER'S. THE PROGRAM WAS A TREATMENT INTERVENTION AND RESEARCH WAS COMPLETED TO PROVE WHETHER CRANIOSACRAL THERAPY IS A VIABLE TREATMENT INTERVENTION THAT CAN IMPROVE COGNITION, MOOD, AND BEHAVIOR FOR INDIVIDUALS DIAGNOSED WITH ALZHEIMER'S DEMENTIA. EIGHT PATIENTS WERE TREATED BY A TEAM OF 35 THERAPISTS. ALSO PROVIDED TREATMENTS TO PATIENTS IN FREEPORT BAHAMAS THROUGH OUR DOLPHIN ASSISTED THERAPY PROGRAMS DURING JULY & AUGUST 2018. LASTLY, AN EVENT TO SHOW THE COMPLETED DOCUMENTARY, TOUCH: THE HEALING LEGACY OF DR. JOHN E. UPLEDGER, WAS HELD IN APRIL 2018 WITH 100 ATTENDEES TO PROMOTE, RAISE AWARENESS AND HONOR THE LEGACY OF DR. JOHN E. UPLEDGER WHO DEVELOPED AND COINED THE TERM CRANIOSACRAL THERAPY.-$64,333
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN MERRELLDirectorPT$24,000-$24,000
ALEX JOZEFYKPresident/Tr-$0--
DAWN LANGNES SHEARVice Preside-$0--
KATHLEEN WOLLSecretary-$0--
ROBERT LYNCHDirector-$0--
MARY JEAN TEACHMANDirector-$0--
ROBERT BOLTUCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dr John E Upledger Foundationinc
EIN
46-3462105
Phone
5616224334
Address
11211 PROSPERITY FARMS ROAD D223, PALM BEACH GARDENS, FL 33410

Signing Officer

Name
Alex Jozefyk
Title
President/treasurer
Phone
7729195440
Signed
2019-11-07

Preparer

Firm
Sotillo & Company CPA Pa
Address
6605 S DIXIE HIGHWAY - SUITE 200, WEST PALM BEACH, FL 33405
Preparer
Donna M Sotillo CPA
Phone
5615475730
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses program costs 35,683 total 35,683

Form 990-ez, Part II, Line 24

Equipment 18,000 18,000 less accumulated depreciation 18,000 18,000 total 0 0

Form 990-ez, Part III

Treatment and research for war veterans and patients of dolphin assisted therapy intesive programs

Form 990-ez, Part III, Line 28

Alzheimer's intensive therapy program in august 2018 was a program for patients diagnosed with early stages of alzheimer's. The program was a treatment intervention and research was completed to prove whether craniosacral therapy is a viable treatment intervention that can improve cognition, mood, and behavior for individuals diagnosed with alzheimer's dementia. Eight patients were treated by a team of 35 therapists. Also provided treatments to patients in freeport bahamas through our dolphin assisted therapy programs during july & august 2018. Lastly, an event to show the completed documentary, touch: the healing legacy of dr. John e. Upledger, was held in april 2018 with 100 attendees to promote, raise awareness and honor the legacy of dr. John e. Upledger who developed and coined the term craniosacral therapy.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREATMENT AND RESEARCH FOR WAR VETERANS AND PATIENTS OF DOLPHIN ASSISTED THERAPY INTESIVE PROGRAMS
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