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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 87-1125357

UPWARD TREND FOUNDATION

Tax-exempt · NEW SMYRNA, FL 32168

Financials

$31K$57K2025
Revenue Expenses · by fiscal year end
Financials of UPWARD TREND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$31,107$57,474-$26,367$7,477–$7,477
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$59,690
Net income from fundraising events
-$28,583

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$4,640
Other expenses
$52,834
Program services (functional)
$50,588

Balance sheet and other

Total assets, start of year
$33,844
Total assets, end of year
$7,477
Total liabilities, end of year
–
Net assets, end of year
$7,477
Cash, savings and investments
$7,477
Gross receipts
$59,690

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANGIE JETTPRESIDENT0$0
CHAD CHESLEYVICE PRESIDE0$0
VERONICA PATTERSONSECRETARY0$0
MARC LUCENTETREASURER0$0
SAMANTHA BERGERONDIRECTOR0$0
JESSE THOMPSONDIRECTOR0$0
CHAG CHESLEYDIRECTOR0$0
MARC BILLINGSDIRECTOR0$0
ROGER WHITEMANDIRECTOR0$0
JORDAN TOTHDIRECTOR0$0

Address and contacts

Address (IRS master file)
311 N ORANGE ST, NEW SMYRNA, FL 32168-6733
In care of
% AMY MICHAELIS
Mailing address (990-N for 2022)
311 North Orange Street, New Smyrna Beach FL 32168
Principal officer (990-N for 2022)
David McKenna, 311 North Orange Street, New Smyrna Beach FL 32168
Signed the 990-EZ
MARC LUCENTE, TREASURER
Phone
(941) 504-4956
Return prepared by
SMITH CPA'S & ASSOCIATES

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • SCHOLARSHIPS
    Expenses $50,588

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for UPWARD TREND FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
87-1125357
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B01)
Assets (IRS master file)
$7,477
Income (IRS master file)
$59,690

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025–––IRS
990-EZDecember 2024–––IRS
990-EZDecember 2023$46,270$51,083$19,251IRS
990-N for 2022
Officer: David McKenna
December 31, 2022≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about UPWARD TREND FOUNDATION

What is the EIN of UPWARD TREND FOUNDATION?
The employer identification number (EIN) of UPWARD TREND FOUNDATION is 87-1125357.
Is UPWARD TREND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to UPWARD TREND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UPWARD TREND FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UPWARD TREND FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UPWARD TREND FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of UPWARD TREND FOUNDATION?
The 990-N for 2022 names David McKenna.
Who are the officers and directors of UPWARD TREND FOUNDATION?
The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does UPWARD TREND FOUNDATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $31,107, expenses of $57,474 and total assets of $7,477 at year end.

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