Civic Intelligence

Upwelling Foundation Inc

EIN 47-2140216 • 501(c)3 • Palmetto Bay, FL

Profile

Medical research for basic science and surgical techniques, and medical and education training

15640 SW 77th AVenuePalmetto Bay, FL 33157

www.upwelling.foundation

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$205,096

Up $149,930 (+272%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$205,096

Up $149,930 (+272%) from 2023

Revenue

Up

$152,000

Up $151,300 (+21614%) from 2023

Expenses

Down

$2,070

Down $2,289 (-53%) from 2023

Net Income

Up

$149,930

Up $153,589 (+4198%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2014: $1Liabilities 2014: $18,291Net Assets 2014: -$18,2912014Assets 2015: $70,211Liabilities 2015: $23,070Net Assets 2015: $47,1412015Assets 2016: $28,294Liabilities 2016: $0Net Assets 2016: $28,2942016Assets 2017: $12,210Liabilities 2017: $0Net Assets 2017: $12,2102017Assets 2018: $56,044Liabilities 2018: $0Net Assets 2018: $56,0442018Assets 2019: $46,993Liabilities 2019: $0Net Assets 2019: $46,9932019Assets 2020: $95,609Liabilities 2020: $0Net Assets 2020: $95,6092020Assets 2021: $91,084Liabilities 2021: $0Net Assets 2021: $91,0842021Assets 2022: $58,825Liabilities 2022: $0Net Assets 2022: $58,8252022Assets 2023: $55,166Liabilities 2023: $0Net Assets 2023: $55,1662023Assets 2024: $205,096Net Assets 2024: $205,0962024

Highlighted filing

2024

Assets$205,096
Liabilities-
Net Assets$205,096

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $18,291Net Income 2014: -$18,2912014Revenue 2015: $121,140Expenses 2015: $55,708Net Income 2015: $65,4322015Revenue 2016: $10,000Expenses 2016: $28,847Net Income 2016: -$18,8472016Revenue 2017: $2,150Expenses 2017: $18,234Net Income 2017: -$16,0842017Revenue 2018: $53,200Expenses 2018: $9,366Net Income 2018: $43,8342018Revenue 2019: $2,300Expenses 2019: $11,351Net Income 2019: -$9,0512019Revenue 2020: $55,275Expenses 2020: $6,659Net Income 2020: $48,6162020Revenue 2021: $634Expenses 2021: $5,159Net Income 2021: -$4,5252021Revenue 2022: $20,800Expenses 2022: $53,059Net Income 2022: -$32,2592022Revenue 2023: $700Expenses 2023: $4,359Net Income 2023: -$3,6592023Revenue 2024: $152,000Expenses 2024: $2,070Net Income 2024: $149,9302024

Highlighted filing

2024

Revenue$152,000
Expenses$2,070
Net Income$149,930

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$152,000
Mission and Program Overview

Mission

Medical research for basic science and surgical techniques, and medical and education training

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ANNE ELLIOTTDirector, President-$0--
LOREN L LATADirector, V President-$0--
Liannys CapoteDirector, Secretary, TreasurerPT$0--
FRANCESCO TRAVASCIODirector-$0--
Iain Sean EliottDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upwelling Foundation Inc
EIN
47-2140216
Phone
7864576706
Address
15640 SW 77th AVenue, Palmetto Bay, FL 33157

Signing Officer

Name
Elizabeth Anne Elliott
Title
Director
Phone
7864576706
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
M Stern Consultants Inc
Address
2550 Victory Blvd Suite 300, Staten Island, NY 10314
Preparer
Arthur Greenberg
Phone
7186986300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Filing Fees 61.

Form 990EZ, Part I, Line 16

Administrative Expenses 1364.

Raw XML Appendix140 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOREN L LATA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANCESCO TRAVASCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Iain Sean Eliott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, SECRETARY, TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01425
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL RESEARCH FOR BASIC SCIENCE AND SURGICAL TECHNIQUES, AND MEDICAL AND EDUCATION TRAINING
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/OtherSupportSumAmt00
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