Dr John E Upledger Foundationinc
Nonprofit profile at a glance
- EIN
- 463462105
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024, Form 990-PF 2016
- Location
- Palm Beach Gardens, FL, USA
- Phone
- 5616224334
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.
Reported finances
- Revenue
- $61,447
- Expenses
- $52,892
- Assets
- $129,129
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- ALEX JOZEFYK (PRESIDENT/TR)
People named in this filing
- ALEX JOZEFYK (PRESIDENT/TR)
- DAWN LANGNES SHEAR (VICE PRESIDE)
- KATHLEEN WOLL (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Treatment and research for patients suffering from post traumatic stress disorder, cancer treatment, and patient treatment utilizing dolphin assisted therapy intensive programs.
What it reported doing in 2024
The foundation provided treatments to patients in freeport, bahamas through our dolphin assisted therapy programs during june and july 2024. Treatments in palm beach gardens, fl for those experiencing ptsd in november 2024; as well as the treatment and effectiveness of craniosacral therapy for patients undergoing cancer treatments throughout the year in palm beach gardens, fl. The foundation also helped fund a series of treatment programs for military war victims in ukraine affected by the war with russia in june 2024; and sponsored a college student's tuition for a student attending Michigan state university majoring in our field of work.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 90
- Transparency & Controls: 100
- Sustainability: 53
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.2%; rating input score 85
- Program expense ratio: 99%; rating input score 99
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 13.9%; rating input score 67; 67th percentile among comparable filings
- Total-asset coverage ratio: 2.44; rating input score 70; 70th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 11.3%; rating input score 9; 9th percentile among comparable filings
Growth
- Program expense growth: -7.4% per year; rating input score 0; 31st percentile among comparable filings
- Revenue growth: -7.9% per year; rating input score 0; 28th percentile among comparable filings
- Asset growth: 19.7% per year; rating input score 100; 86th percentile among comparable filings
Details
- Where the money goes: 85.2% of revenue deployed · 99% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $52K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 9/100.