Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Rise Up Foundation of Worcester County
990EZ • Fiscal year 2014 • EIN 26-4054323
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Up$404,558
Up $31,491 (+8.4%) from 2013
Net Assets
Up$380,459
Up $74,396 (+24%) from 2013
Liabilities
Down$24,099
Down $42,905 (-64%) from 2013
Revenue And Expenses
Revenue
Up$105,594
Up $8,159 (+8.4%) from 2013
Expenses
Up$31,200
Up $5,936 (+23%) from 2013
Net Income
Up$74,394
Up $2,223 (+3.1%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2013 to Mar 31, 2014
- Signed
- Aug 7, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $105,594
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
Program Services
| Description | Grants | Expenses |
|---|---|---|
| NATIVE OYSTER RESTORATION | - | $18,731 |
| RAISE MONEY FOR AND CONSTRUCT AN ATHLETIC FIELD HOUSE FOR THE LOCAL PUBLIC HIGH SCHOOL | - | $7,279 |
| GENERAL ADMININSTRATION | - | $5,190 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES R BERGEY III | Trustee | - | $0 | - | - |
| JAMES R BERGEY JR | Trustee | - | $0 | - | - |
| ROSS A BERGEY | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 26-4054323
- Phone
- 4106411101
Signing Officer
- Name
- James Ryan Bergey Iii
- Title
- Trustee, Chairman
- Phone
- 4106411101
- Signed
- 2014-08-07
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- James R Bergey Jr CPA
- Phone
- 4106411101
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses interest 3,165 bank service charges 150 licenses & permits 300 office supplies 25 program expenses 7,279 program expenses 18,731 total 29,650”
Form 990-ez, Part II, Line 24
“Work in progress 367,637 374,741 total 367,637 374,741”
Form 990-ez, Part II, Line 26
“Loans from officers 67,004 24,099”
Form 990-ez, Part III
“Charitable trust formed to aid chesapeake bay watermen , clean and filter the chesapeake bay by doing oyster aquaculture and other charitable causes”
Form 990-ez, Part III, Line 31
“GENERAL ADMININSTRATION”
Raw XML Appendix145 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/CompensationExplanationGrp/PersonNm | 0 | JAMES R BERGEY III |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | JAMES R BERGEY JR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | ROSS A BERGEY |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JAMES R BERGEY III |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4106411101 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 616 WILLIAM STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | BERLIN |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MD |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 21811 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 5432 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 29817 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 105594 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 74394 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1550 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 373069 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 404558 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105594 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 24099 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | true |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 306065 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 380459 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 306065 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 380459 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES R BERGEY III |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAMES R BERGEY JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROSS A BERGEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 367637 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 374741 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29650 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RAISE MONEY FOR AND CONSTRUCT AN ATHLETIC FIELD HOUSE FOR THE LOCAL PUBLIC HIGH SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | NATIVE OYSTER RESTORATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | GENERAL ADMININSTRATION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7279 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 18731 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 5190 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 67004 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 24099 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 31200 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 31200 |
| IRS990EZ/TotalRevenueAmt | 0 | 105594 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 105594 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 97435 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 138750 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 116718 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 458497 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 458497 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 105594 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 97435 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 138750 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 116718 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 458497 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 105594 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 97435 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 138750 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 116718 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 458497 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 24099 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | true |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | false |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | CONSTRUCT BUILDING FOR PUBLIC SCHOO |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 159128 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | JAMES R BERGEY JR |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | true |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 24099 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES INTEREST 3,165 BANK SERVICE CHARGES 150 LICENSES & PERMITS 300 OFFICE SUPPLIES 25 PROGRAM EXPENSES 7,279 PROGRAM EXPENSES 18,731 TOTAL 29,650 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | WORK IN PROGRESS 367,637 374,741 TOTAL 367,637 374,741 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | LOANS FROM OFFICERS 67,004 24,099 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | GENERAL ADMININSTRATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES RYAN BERGEY III |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE, CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4106411101 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | WATERMAN'S TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WATE |
| ReturnHeader/Filer/EIN | 0 | 264054323 |
| ReturnHeader/Filer/PhoneNum | 0 | 4106411101 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 616 WILLIAM STREET |
| ReturnHeader/Filer/USAddress/City | 0 | BERLIN |
| ReturnHeader/Filer/USAddress/State | 0 | MD |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 21811 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522279083 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | BERGEY & COMPANY PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 616 WILLIAM ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | BERLIN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 21811 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4106411101 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-08-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES R BERGEY JR CPA |
| ReturnHeader/ReturnTs | 0 | 2014-08-08T15:52:35-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-03-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $404,558
- Liabilities
- $24,099
- Net assets
- $380,459
- Revenue
- $105,594
- Expenses
- $31,200
- Net income
- $74,394