Civic Intelligence

Upward Trend Foundation

EIN 87-1125357 • 501(c)3 • New Smyrna Beach, FL

990-N CoverageNTEE B01

Profile

The Upward Trend Foundation is a 501-(C)(3) established in 2021 to raise funds to help eliminate out of pocket costs for families who are seeking private education and evidence-based therapies for their students with special needs. In 2023, scholarships were awarded to the families of 15 individual special needs children.

311 N Orange StNew Smyrna Beach, FL 32168-6733

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$33,844

Up $14,593 (+76%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$33,844

Up $14,593 (+76%) from 2023

Operations

Revenue

Up

$94,504

Up $48,234 (+104%) from 2023

Expenses

Up

$79,911

Up $28,828 (+56%) from 2023

Net Income

Up

$14,593

Up $19,406 (+403%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2023: $19,251Net Assets 2023: $19,2512023Assets 2024: $33,844Net Assets 2024: $33,8442024

Highlighted filing

2024

Assets$33,844
Liabilities-
Net Assets$33,844
Open 2024 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2023: $46,270Expenses 2023: $51,083Net Income 2023: -$4,8132023Revenue 2024: $94,504Expenses 2024: $79,911Net Income 2024: $14,5932024

Highlighted filing

2024

Revenue$94,504
Expenses$79,911
Net Income$14,593
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,844
Liabilities
-
Net assets
$33,844
Revenue
$94,504
Expenses
$79,911
Net income
$14,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$33.8$94.5$79.9$14.6
2023Detailed filing. Detailed filing data is available for this year.$19.3$19.3$46.3$51.1$4.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 10, 2025
Return Version
2024v5.0
Gross Receipts
$94,504
Mission and Program Overview

Mission

The Upward Trend Foundation is a 501-(C)(3) established in 2021 to raise funds to help eliminate out of pocket costs for families who are seeking private education and evidence-based therapies for their students with special needs. In 2023, scholarships were awarded to the families of 15 individual special needs children.

Program Services

DescriptionGrantsExpenses
Scholarships$0$52,633
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David McKennaPresident-$0--
Chad ChesleyVice President-$0--
Veronica PattersonSecretary-$0--
Marc LucenteTreasurer-$0--
Tracy BolinDirector-$0--
Jesse ThompsonDirector-$0--
Kim ShallerDirector-$0--
Marc BillingsDirector-$0--
Angie JettDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upward Trend Foundation
EIN
87-1125357
Phone
9415044956
Address
311 N ORANGE ST, New Smyrna Beach, FL 32168-6733

Signing Officer

Name
Marc Lucente
Title
Treasurer
Phone
9415044956
Signed
2025-02-10

Preparer

Firm
SMITH CPA'S & ASSOCIATES
Address
1643 Victoria Pointe Cir, Weston, FL 33327
Preparer
Shaun Smith
Phone
9546819204
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships; Scholarships; : , , , ; , 52633.”

Form 990EZ, Part I, Line 16

“Insurance 480.”

Form 990EZ, Part I, Line 16

“Office Exp 648.”

Form 990EZ, Part I, Line 16

“Gala Exp 23853.”

Form 990EZ, Part I, Line 16

“License & Permits 199.”

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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum09415044956
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