Civic Intelligence

Dr John E Upledger Foundation Inc.

990EZ • Fiscal year 2019 • EIN 46-3462105

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

85th percentile

$24,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

131%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$75,450

Up $42,847 (+131%) from 2018

Net Assets

Up

$75,450

Up $42,847 (+131%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$122,228

Up $41,837 (+52%) from 2018

Expenses

Up

$79,381

Up $14,637 (+23%) from 2018

Net Income

Up

$42,847

Up $27,200 (+174%) from 2018

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

2019

Assets$75,450
Liabilities-
Net Assets$75,450

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

2019

Revenue$122,228
Expenses$79,381
Net Income$42,847
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$122,228
Mission and Program Overview

Mission

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

Treatment and research for patients suffering from post traumatic stress disorder, cancer treatment, austism, and patient treatment utilizing dolphin assisted therapy intensive programs.

Program Services

DescriptionGrantsExpenses
A POST TRAUMATIC STRESS DISORDER INTENSIVE THERAPY PROGRAM IN NOVEMBER 2019 WAS A PROGRAM DESIGNED FOR TREATMENT AND RESEARCH WITH PATIENTS DIAGNOSED WITH POST TRAUMATIC STRESS DISORDER. THE PROGRAM WAS A TREATMENT INTERVENTION AND RESEARCH WAS COMPLETED TO DETERMINE WHETHER CRANIOSACRAL THERAPY IS A VIABLE TREATMENT THAT CAN HELP IMPROVE PATIENTS SUFFERING FROM POST TRAUMATIC STRESS DISORDER SYMPTOMS, WHILE USING OTHER INTEGRATED MODALITIES. SIX PATIENTS WERE TREATED BY A TEAM OF 18 THERAPISTS. THE FOUNDATION ALSO PROVIDED TREATMENTS TO PATIENTS IN FREEPORT, BAHAMAS THROUGH OUR DOLPHIN ASSISTED THERAPY PROGRAMS DURING JULY AND AUGUST 2019. AN INTERNATIONAL EVENT, BEYOND THE DURA EXPLORATION AND RESEARCH CONFERENCE, WAS HELD APRIL 24-27, 2019 IN JUPITER, FLORIDA WITH OVER 300 ATTENDEES TO PROMOTE, RAISE AWARENESS, AND PROVIDE CLINICAL RESEARCH REGARDING CRANIOSACRAL THERAPY AND OTHER COMPLEMENTARY THERAPIES. THE FOUNDATION WAS ALSO PART OF SPONSORING EVENTS DURING 2019 SUCH AS: HURRICANE MARIA AFTERMATH RECOVERY IN PUERTO RICO, THE AMERICAN SOCIETY ON AGING CONFERENCE IN APRIL 2019, FRAXA RESEARCH FOUNDATION ON AUTISM, THE HEALING WARRIORS PROGRAM, AND THE TREATMENT AND EFFECTIVENESS OF CRANIOSACRAL THERAPY FOR PATIENTS UNDERGOING CANCER TREATMENT.-$78,557
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
2020-11-05

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 47,943 total 47,943

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 patients suffering from post traumatic stress disorder, cancer treatment, austism, and patient treatment utilizing dolphin assisted therapy intensive programs.

Form 990-ez, Part III, Line 28

A post traumatic stress disorder intensive therapy program in november 2019 was a program designed for treatment and research with patients diagnosed with post traumatic stress disorder. The program was a treatment intervention and research was completed to determine whether craniosacral therapy is a viable treatment that can help improve patients suffering from post traumatic stress disorder symptoms, while using other integrated modalities. Six patients were treated by a team of 18 therapists. The foundation also provided treatments to patients in freeport, bahamas through our dolphin assisted therapy programs during july and august 2019. An international event, beyond the dura exploration and research conference, was held april 24-27, 2019 in jupiter, florida with over 300 attendees to promote, raise awareness, and provide clinical research regarding craniosacral therapy and other complementary therapies. The foundation was also part of sponsoring events during 2019 such as: hurricane maria aftermath recovery in puerto rico, the american society on aging conference in april 2019, fraxa research foundation on autism, the healing warriors program, and the treatment and effectiveness of craniosacral therapy for patients undergoing cancer treatment.

Raw XML Appendix152 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM COSTS 47,943 TOTAL 47,943
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREATMENT AND RESEARCH FOR PATIENTS SUFFERING FROM POST TRAUMATIC STRESS DISORDER, CANCER TREATMENT, AUSTISM, AND PATIENT TREATMENT UTILIZING DOLPHIN ASSISTED THERAPY INTENSIVE PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A POST TRAUMATIC STRESS DISORDER INTENSIVE THERAPY PROGRAM IN NOVEMBER 2019 WAS A PROGRAM DESIGNED FOR TREATMENT AND RESEARCH WITH PATIENTS DIAGNOSED WITH POST TRAUMATIC STRESS DISORDER. THE PROGRAM WAS A TREATMENT INTERVENTION AND RESEARCH WAS COMPLETED TO DETERMINE WHETHER CRANIOSACRAL THERAPY IS A VIABLE TREATMENT THAT CAN HELP IMPROVE PATIENTS SUFFERING FROM POST TRAUMATIC STRESS DISORDER SYMPTOMS, WHILE USING OTHER INTEGRATED MODALITIES. SIX PATIENTS WERE TREATED BY A TEAM OF 18 THERAPISTS. THE FOUNDATION ALSO PROVIDED TREATMENTS TO PATIENTS IN FREEPORT, BAHAMAS THROUGH OUR DOLPHIN ASSISTED THERAPY PROGRAMS DURING JULY AND AUGUST 2019. AN INTERNATIONAL EVENT, BEYOND THE DURA EXPLORATION AND RESEARCH CONFERENCE, WAS HELD APRIL 24-27, 2019 IN JUPITER, FLORIDA WITH OVER 300 ATTENDEES TO PROMOTE, RAISE AWARENESS, AND PROVIDE CLINICAL RESEARCH REGARDING CRANIOSACRAL THERAPY AND OTHER COMPLEMENTARY THERAPIES. THE FOUNDATION WAS ALSO PART OF SPONSORING EVENTS DURING 2019 SUCH AS: HURRICANE MARIA AFTERMATH RECOVERY IN PUERTO RICO, THE AMERICAN SOCIETY ON AGING CONFERENCE IN APRIL 2019, FRAXA RESEARCH FOUNDATION ON AUTISM, THE HEALING WARRIORS PROGRAM, AND THE TREATMENT AND EFFECTIVENESS OF CRANIOSACRAL THERAPY FOR PATIENTS UNDERGOING CANCER TREATMENT.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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