Civic Intelligence

Rise Up Foundation of Worcester County

990EZ • Fiscal year 2013 • EIN 26-4054323

Apr 01, 2012 to Mar 31, 2013 • Filed on Jul 30, 2013

Organization ProfileN/A
616 William Street21811
Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

94th percentile

0.69x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets81st percentile

Assets

$373,067

No earlier filing loaded for comparison.

Net Assets

$306,063

No earlier filing loaded for comparison.

Liabilities

$67,004

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin96th percentile

Revenue

$97,435

No earlier filing loaded for comparison.

Expenses

$25,264

No earlier filing loaded for comparison.

Net Income

$72,171

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2013

Assets$373,067
Liabilities$67,004
Net Assets$306,063
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$97,435
Expenses$25,264
Net Income$72,171
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Jul 30, 2013
Return Version
2012v2.1
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

Filing and Contact Details

Filer

EIN
26-4054323
Raw XML Appendix151 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
CompensationExplanation/Compensation/PersonName0JAMES R BERGEY III
CompensationExplanation/Compensation/PersonName1JAMES R BERGEY JR
CompensationExplanation/Compensation/PersonName2ROSS A BERGEY
CompensationExplanation/Compensation/PersonName3MICHAEL A CARBONE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY010019
IRS990EZ/CashSavingsAndInvestments/EOY05430
IRS990EZ/ContributionsGiftsGrantsEtc097435
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear072171
IRS990EZ/FeesAndOthPymtToIndContractors08325
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts097435
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/LoansToFromOfficers067004
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0true
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0233892
IRS990EZ/NetAssetsOrFundBalancesBOY0233892
IRS990EZ/NetAssetsOrFundBalances/EOY0306063
IRS990EZ/NetAssetsOrFundBalancesEOY0306063
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation34510
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JAMES R BERGEY III
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JAMES R BERGEY JR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ROSS A BERGEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MICHAEL A CARBONE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3EXEC. OFF.
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0367636
IRS990EZ/OtherAssetsTotal/EOY0367637
IRS990EZ/OtherExpensesTotal016826
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES
IRS990EZ/PrintingPublicationsPostage0113
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0RAISE MONEY FOR AND CONSTRUCT AN ATHLETIC FIELD HOUSE FOR THE LOCAL PUBLIC HIGH SCHOOL
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1NATIVE OYSTER RESTORATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2GENERAL ADMININSTRATION
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses013211
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses111608
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses2668
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0143763
IRS990EZ/SumOfTotalLiabilities/EOY067004
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10616 WILLIAM STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BERLIN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MD
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode021811
IRS990EZ/TheBooksAreInCareOf/NamePerson0JAMES R BERGEY III
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04106411101
IRS990EZ/TotalAssets/BOY0377655
IRS990EZ/TotalAssets/EOY0373067
IRS990EZ/TotalExpenses025264
IRS990EZ/TotalProgramServiceExpenses025487
IRS990EZ/TotalRevenue097435
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/First5Years5090X
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear097435
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0138750
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0116718
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0352903
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportTotal5090352903
IRS990ScheduleA/Total509/CurrentTaxYear097435
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0138750
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0116718
IRS990ScheduleA/Total509/Total0352903
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear097435
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0138750
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0116718
IRS990ScheduleA/TotalSupportTotal/Total0352903
IRS990ScheduleL/LoanTable/ApprovedByBoard0true
IRS990ScheduleL/LoanTable/BalanceDue067004
IRS990ScheduleL/LoanTable/Default0false
IRS990ScheduleL/LoanTable/LoanToOrganization0X
IRS990ScheduleL/LoanTable/NamePerson0JAMES R BERGEY JR
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount0159128
IRS990ScheduleL/LoanTable/PurposeOfLoan0CONSTRUCT BUILDING FOR PUBLIC SCHOO
IRS990ScheduleL/LoanTable/WrittenAgreement0true
IRS990ScheduleL/TotalBalanceDue067004
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES OFFICE 54 TRAVEL 207 INTEREST 9,171 BANK SERVICE CHARGES 503 LICENSES & PERMITS 390 EQUIPMENT 767 PAID DIRECT TO BENEFICIAR 5,734 TOTAL 16,826
IRS990ScheduleO/GeneralExplanation/Explanation1WORK IN PROGRESS 367,636 367,637 TOTAL 367,636 367,637
IRS990ScheduleO/GeneralExplanation/Explanation2LOANS FROM OFFICERS 143,763 67,004
IRS990ScheduleO/GeneralExplanation/Explanation3CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES
IRS990ScheduleO/GeneralExplanation/Explanation4GENERAL ADMININSTRATION
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0264054323
ReturnHeader/Filer/Name/BusinessNameLine10WATERMAN'S TRUST
ReturnHeader/Filer/NameControl0WATE
ReturnHeader/Filer/Phone04106411101
ReturnHeader/Filer/USAddress/AddressLine10616 WILLIAM STREET
ReturnHeader/Filer/USAddress/City0BERLIN
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021811
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-30
ReturnHeader/Officer/Name0JAMES RYAN BERGEY III
ReturnHeader/Officer/Phone04106411101
ReturnHeader/Officer/Title0TRUSTEE, CHAIRMAN
ReturnHeader/Preparer/DatePrepared02013-07-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BERGEY & COMPANY PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10616 WILLIAM ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BERLIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode021811
ReturnHeader/Preparer/Name0JAMES R BERGEY JR CPA
ReturnHeader/Preparer/Phone04106411101
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-30T08:36:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$373,067
Liabilities
$67,004
Net assets
$306,063
Revenue
$97,435
Expenses
$25,264
Net income
$72,171
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