Civic Intelligence

Rise Up Foundation of Worcester County

990EZ • Fiscal year 2023 • EIN 26-4054323

Apr 01, 2022 to Mar 31, 2023 • Filed on Jun 20, 2023

Organization ProfileN/A
212 Powell CircleBerlin, MD 21811

(443) 880-4746

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$19,999

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

196%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

4087%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$145,389

Up $96,241 (+196%) from 2022

Net Assets

Up

$138,147

Up $88,999 (+181%) from 2022

Liabilities

$7,242

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

Up

$114,001

Up $111,278 (+4087%) from 2022

Expenses

Up

$25,003

Up $24,753 (+9901%) from 2022

Net Income

Up

$88,998

Up $86,525 (+3499%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$600K$400K$200K$0Assets 2013: $373,067Liabilities 2013: $67,004Net Assets 2013: $306,0632013Assets 2014: $404,558Liabilities 2014: $24,099Net Assets 2014: $380,4592014Assets 2015: $436,731Net Assets 2015: $436,7312015Assets 2016: $455,534Net Assets 2016: $455,5342016Assets 2017: $73,708Net Assets 2017: $73,7082017Assets 2018: $80,753Net Assets 2018: $80,7532018Assets 2019: $90,849Net Assets 2019: $90,8492019Assets 2020: $45,916Net Assets 2020: $45,9162020Assets 2021: $46,675Net Assets 2021: $46,6752021Assets 2022: $49,148Net Assets 2022: $49,1482022Assets 2023: $145,389Liabilities 2023: $7,242Net Assets 2023: $138,1472023Assets 2024: $92,400Net Assets 2024: $92,4002024Assets 2025: $142,744Net Assets 2025: $142,7442025

Highlighted filing

2023

Assets$145,389
Liabilities$7,242
Net Assets$138,147
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $97,435Expenses 2013: $25,264Net Income 2013: $72,1712013Revenue 2014: $105,594Expenses 2014: $31,200Net Income 2014: $74,3942014Revenue 2015: $62,200Expenses 2015: $5,901Net Income 2015: $56,2992015Revenue 2016: $22,623Expenses 2016: $3,820Net Income 2016: $18,8032016Revenue 2017: $61,779Expenses 2017: $68,864Net Income 2017: -$7,0852017Revenue 2018: $7,835Expenses 2018: $791Net Income 2018: $7,0442018Revenue 2019: $21,459Expenses 2019: $11,363Net Income 2019: $10,0962019Revenue 2020: $2,572Expenses 2020: $47,505Net Income 2020: -$44,9332020Revenue 2021: $1,000Expenses 2021: $240Net Income 2021: $7602021Revenue 2022: $2,723Expenses 2022: $250Net Income 2022: $2,4732022Revenue 2023: $114,001Expenses 2023: $25,003Net Income 2023: $88,9982023Revenue 2024: $60,558Expenses 2024: $106,305Net Income 2024: -$45,7472024Revenue 2025: $96,912Expenses 2025: $46,569Net Income 2025: $50,3432025

Highlighted filing

2023

Revenue$114,001
Expenses$25,003
Net Income$88,998
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jun 20, 2023
Return Version
2022v5.0
Gross Receipts
$114,001
Mission and Program Overview

Mission

Charitable trust formed to aid chesapeake bay watermen , clean and filter the chesapeake bay by doing oyster aquaculture and other charitable causes

Mentorship program that matches talented, low income students with a personal mentor and budget to invest in the student's unique gifts

Program Services

DescriptionGrantsExpenses
MENTORSHIP PROGRAM THAT MATCHES TALENTED, LOW INCOME STUDENTS WITH A PERSONAL MENTOR AND BUDGET TO INVEST IN THAT STUDENT'S UNIQUE GIFTS--
SUPPORT OF STEPHEN DECATUR HIGH SCHOOL STUDENTS AND ALUMNI--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK HENRYDirectorPT$19,999-$19,999
KIP JOHNSONDirector-$0--
VELDA HENRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rise Up Foundation
EIN
26-4054323
Phone
4438804746
Address
212 POWELL CIRCLE, BERLIN, MD 21811

Signing Officer

Name
Patrick Henry
Title
Director
Phone
4438804746
Signed
2023-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Bergey & Company Pa
Address
8938 WORCESTER HWY, BERLIN, MD 21811
Preparer
James R Bergey Jr CPA
Phone
4106411101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 185 meetings 1,003 meals 57 1,447 supplies 1,636 total 4,328”

Form 990-ez, Part II, Line 24

“Receivables due from officers 46,741 48,162 total 46,741 48,162”

Form 990-ez, Part II, Line 26

“Deposit to incorrect bank account 0 7,242”

Form 990-ez, Part III

“Mentorship program that matches talented, low income students with a personal mentor and budget to invest in the student's unique gifts”

Raw XML Appendix158 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DELMARVA BOOKKEEPING LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04106033925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 812
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLARDS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021874
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112579
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt088998
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020564
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049149
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0145389
IRS990EZ/GrossReceiptsAmt0114001
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01422
IRS990EZ/LoansToFromOfficersAmt048162
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049149
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138147
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049149
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138147
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt119999
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIP JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VELDA HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046741
IRS990EZ/OtherAssetsTotalDetail/EOYAmt048162
IRS990EZ/OtherExpensesTotalAmt04328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MENTORSHIP PROGRAM THAT MATCHES TALENTED, LOW INCOME STUDENTS WITH A PERSONAL MENTOR AND BUDGET TO INVEST IN THE STUDENT'S UNIQUE GIFTS
IRS990EZ/PrintingPublicationsPostageAmt0111
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MENTORSHIP PROGRAM THAT MATCHES TALENTED, LOW INCOME STUDENTS WITH A PERSONAL MENTOR AND BUDGET TO INVEST IN THAT STUDENT'S UNIQUE GIFTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF STEPHEN DECATUR HIGH SCHOOL STUDENTS AND ALUMNI
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07242
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025003
IRS990EZ/TotalRevenueAmt0114001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130817
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01422
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02572
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01422
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06617
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.15000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95330
IRS990ScheduleA/PublicSupportPY509Pct00.85400
IRS990ScheduleA/PublicSupportTotal509Amt0135138
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021459
IRS990ScheduleA/Total509Grp/TotalAmt0135138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021459
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141755
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt048162
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0NOTE RECEIVABLE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INVESTMENT INCOME TO ORG
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt072000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0ADVISOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt048162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 185 MEETINGS 1,003 MEALS 57 1,447 SUPPLIES 1,636 TOTAL 4,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECEIVABLES DUE FROM OFFICERS 46,741 48,162 TOTAL 46,741 48,162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSIT TO INCORRECT BANK ACCOUNT 0 7,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MENTORSHIP PROGRAM THAT MATCHES TALENTED, LOW INCOME STUDENTS WITH A PERSONAL MENTOR AND BUDGET TO INVEST IN THE STUDENT'S UNIQUE GIFTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK HENRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04438804746
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RISE UP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0264054323
ReturnHeader/Filer/PhoneNum04438804746
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 POWELL CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021811
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522279083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGEY & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08938 WORCESTER HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021811
ReturnHeader/PreparerPersonGrp/PhoneNum04106411101
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BERGEY JR CPA
ReturnHeader/ReturnTs02023-06-21T10:27:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENRY
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,389
Liabilities
$7,242
Net assets
$138,147
Revenue
$114,001
Expenses
$25,003
Net income
$88,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.97$0.47$0.50
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.61$1.06$0.46
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.07$1.38$1.14$0.25$0.89
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.03$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.03$0.48$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.21$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.08$0.01$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.62$0.69$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.56$4.56$0.23$0.04$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.37$4.37$0.62$0.06$0.56
2014Detailed filing. Detailed filing data is available for this year.$4.05$0.24$3.80$1.06$0.31$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.67$3.06$0.97$0.25$0.72