Upward Trend Foundation
Nonprofit profile at a glance
- EIN
- 871125357
- IRS 990-EZ coverage
- 2023–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2022
- Location
- New Smyrna Beach, FL, USA
- Phone
- 9415044956
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Alliance/Advocacy Organizations
Reported finances
- Revenue
- $31,107
- Expenses
- $57,474
- Assets
- $7,477
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- ANGIE JETT (PRESIDENT)
People named in this filing
- ANGIE JETT (PRESIDENT)
- CHAD CHESLEY (VICE PRESIDE)
- VERONICA PATTERSON (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2025
Scholarships
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. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 96
- Transparency & Controls: 82
- Sustainability: 15
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 88%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -84.8%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0.13; rating input score 15; 15th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 20.8% per year; rating input score 100; 82nd percentile among comparable filings
- Revenue growth: -13.2% per year; rating input score 0; 21st percentile among comparable filings
- Asset growth: -29.2% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 88% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $51K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2023 to 2025
- Contacts: How to reach this organization
- 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 — Sustainability: Operating margin scored 8/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 15/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.