Upwelling Foundation Inc
Nonprofit profile at a glance
- EIN
- 472140216
- IRS 990-EZ coverage
- 2014–2025
- Forms available
- Form 990-EZ 2025
- Location
- Palmetto Bay, FL, USA
- Phone
- 7864576706
- Rating confidence
- Limited
- Sector
- Medical Research N.E.C.
Reported finances
- Revenue
- $0
- Expenses
- $35,061
- Assets
- $170,035
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- ELIZABETH ANNE ELLIOTT (DIRECTOR, PRESIDENT)
- LOREN L LATA (DIRECTOR, V PRESIDENT)
People named in this filing
- ELIZABETH ANNE ELLIOTT (DIRECTOR, PRESIDENT)
- LOREN L LATA (DIRECTOR, V PRESIDENT)
- Liannys Capote (DIRECTOR, SECRETARY, TREASURER)
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
Medical research for basic science and surgical techniques, and medical and education training
Operating model
- Revenue model
- No positive adjusted resources. The filing reports no positive adjusted operating resources.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 31
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: 4.85; rating input score 83; 83rd 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: Limited
- Revenue growth: 2% per year; rating input score 100; 58th percentile among comparable filings
- Asset growth: 17.3% per year; rating input score 100; 81st percentile among comparable filings
Details
- Where the money goes: 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2014 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 — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 56/100.