Civic Intelligence

Upward Trend Foundation

990EZ • Fiscal year 2024 • EIN 87-1125357

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 10, 2025

Organization ProfileN/A
311 N Orange StNew Smyrna Beach, FL 32168-6733

(941) 504-4956

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2024 filings • NTEE B01 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE B01 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

76%

Faster asset growth than 78% of similar nonprofits.

2024 filings • NTEE B01 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

104%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • NTEE B01 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$33,844

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

Net Assets

Up

$33,844

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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 Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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
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 2025, scholarships were awarded to the families of 15 individual special needs children.

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
Top Officer Pay83rd percentile

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.”

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marc Lucente
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tracy Bolin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jesse Thompson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Marc Billings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Angie Jett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships; Scholarships; : , , , ; , 52633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Exp 648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gala Exp 23853.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4License & Permits 199.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC LUCENTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09415044956
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWARD TREND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPWA
ReturnHeader/Filer/EIN0871125357
ReturnHeader/Filer/PhoneNum09415044956
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 N ORANGE ST
ReturnHeader/Filer/USAddress/CityNm0New Smyrna Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0321686733
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261845575
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CPA'S & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01643 Victoria Pointe Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Weston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033327
ReturnHeader/PreparerPersonGrp/PhoneNum09546819204
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shaun Smith
ReturnHeader/ReturnTs02025-02-18T12:04:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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