Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Dr John E Upledger Foundation Inc.
990EZ • Fiscal year 2020 • EIN 46-3462105
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
Balance Sheet
Assets
Up$82,597
Up $7,147 (+9.5%) from 2019
Net Assets
Up$82,597
Up $7,147 (+9.5%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$25,874
Down $96,354 (-79%) from 2019
Expenses
Down$18,727
Down $60,654 (-76%) from 2019
Net Income
Down$7,147
Down $35,700 (-83%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 12, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $25,874
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, and patient treatment utilizing dolphin assisted therapy intensive programs.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE FOUNDATION PROVIDED TREATMENTS TO PATIENTS IN FREEPORT, BAHAMAS THROUGH OUR DOLPHIN ASSISTED THERAPY PROGRAMS DURING JULY 2020. THE FOUNDATION WAS ALSO PART OF SPONSORING A HEALING WARRIORS PROGRAM FOR VETERANS SUFFERING FROM POST TRAUMATIC STRESS DISORDER; AS WELL AS THE TREATMENT AND EFFECTIVENESS OF CRANIOSACRAL THERAPY FOR PATIENTS UNDERGOING CANCER TREATMENT. | - | $18,377 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALLEN MERRELL | Director | PT | $10,500 | - | $10,500 |
| ALEX JOZEFYK | President/Tr | - | $0 | - | - |
| DAWN LANGNES SHEAR | Vice Preside | - | $0 | - | - |
| KATHLEEN WOLL | Secretary | - | $0 | - | - |
| ROBERT LYNCH | Director | - | $0 | - | - |
| MARY JEAN TEACHMAN | Director | - | $0 | - | - |
| ROBERT BOLTUCH | Director | - | $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
- 2021-11-12
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 6,558 total 6,558”
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, and patient treatment utilizing dolphin assisted therapy intensive programs.”
Form 990-ez, Part III, Line 28
“The foundation provided treatments to patients in freeport, bahamas through our dolphin assisted therapy programs during july 2020. The foundation was also part of sponsoring a healing warriors program for veterans suffering from post traumatic stress disorder; as well as the treatment and effectiveness of craniosacral therapy for patients undergoing cancer treatment.”
Raw XML Appendix155 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.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | ALEX JOZEFYK |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | DAWN LANGNES SHEAR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | KATHLEEN WOLL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | ROBERT LYNCH |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | MARY JEAN TEACHMAN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | ALLEN MERRELL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | ROBERT BOLTUCH |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ALEX JOZEFYK |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5616224334 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11211 PROSPERITY FARMS ROAD D223 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PALM BEACH GARDENS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33410 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 75450 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 82597 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 25874 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7147 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12169 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 75450 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 82597 |
| IRS990EZ/GrossReceiptsAmt | 0 | 25874 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 75450 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 82597 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 75450 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 82597 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.05 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 10500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALEX JOZEFYK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAWN LANGNES SHEAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KATHLEEN WOLL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROBERT LYNCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARY JEAN TEACHMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ALLEN MERRELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ROBERT BOLTUCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6558 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TREATMENT AND RESEARCH FOR PATIENTS SUFFERING FROM POST TRAUMATIC STRESS DISORDER, CANCER TREATMENT, AND PATIENT TREATMENT UTILIZING DOLPHIN ASSISTED THERAPY INTENSIVE PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE FOUNDATION PROVIDED TREATMENTS TO PATIENTS IN FREEPORT, BAHAMAS THROUGH OUR DOLPHIN ASSISTED THERAPY PROGRAMS DURING JULY 2020. THE FOUNDATION WAS ALSO PART OF SPONSORING A HEALING WARRIORS PROGRAM FOR VETERANS SUFFERING FROM POST TRAUMATIC STRESS DISORDER; AS WELL AS THE TREATMENT AND EFFECTIVENESS OF CRANIOSACRAL THERAPY FOR PATIENTS UNDERGOING CANCER TREATMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 18377 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | FL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 18727 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 18377 |
| IRS990EZ/TotalRevenueAmt | 0 | 25874 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.UPLEDGER.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 25874 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 122228 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 80391 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 97979 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 176618 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 503090 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.37780 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.38170 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 190043 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 313047 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 25874 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 122228 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 80391 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 97979 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 176618 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 503090 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 503090 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES PROGRAM COSTS 6,558 TOTAL 6,558 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EQUIPMENT 18,000 18,000 LESS ACCUMULATED DEPRECIATION 18,000 18,000 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TREATMENT AND RESEARCH FOR PATIENTS SUFFERING FROM POST TRAUMATIC STRESS DISORDER, CANCER TREATMENT, AND PATIENT TREATMENT UTILIZING DOLPHIN ASSISTED THERAPY INTENSIVE PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FOUNDATION PROVIDED TREATMENTS TO PATIENTS IN FREEPORT, BAHAMAS THROUGH OUR DOLPHIN ASSISTED THERAPY PROGRAMS DURING JULY 2020. THE FOUNDATION WAS ALSO PART OF SPONSORING A HEALING WARRIORS PROGRAM FOR VETERANS SUFFERING FROM POST TRAUMATIC STRESS DISORDER; AS WELL AS THE TREATMENT AND EFFECTIVENESS OF CRANIOSACRAL THERAPY FOR PATIENTS UNDERGOING CANCER TREATMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALEX JOZEFYK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7729195440 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DR JOHN E UPLEDGER FOUNDATIONINC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DRJO |
| ReturnHeader/Filer/EIN | 0 | 463462105 |
| ReturnHeader/Filer/PhoneNum | 0 | 5616224334 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11211 PROSPERITY FARMS ROAD D223 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PALM BEACH GARDENS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33410 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200570458 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SOTILLO & COMPANY CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6605 S DIXIE HIGHWAY - SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WEST PALM BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33405 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5615475730 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DONNA M SOTILLO CPA |
| ReturnHeader/ReturnTs | 0 | 2021-11-15T08:58:19-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ALEX |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | JOZEFYK |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $82,597
- Liabilities
- -
- Net assets
- $82,597
- Revenue
- $25,874
- Expenses
- $18,727
- Net income
- $7,147