Civic Intelligence

Rise Up Foundation of Worcester County

990EZ • Fiscal year 2015 • EIN 26-4054323

Apr 01, 2014 to Mar 31, 2015 • Filed on Jun 27, 2015

Organization ProfileN/A
616 William StreetBerlin, MD 21811

(410) 641-1101

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$436,731

Up $32,173 (+8.0%) from 2014

Net Assets

Up

$436,731

Up $56,272 (+15%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$62,200

Down $43,394 (-41%) from 2014

Expenses

Down

$5,901

Down $25,299 (-81%) from 2014

Net Income

Down

$56,299

Down $18,095 (-24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2015

Assets$436,731
Liabilities-
Net Assets$436,731
Open 2015 Filing

Operations Trend

Revenue Growth12th 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

2015

Revenue$62,200
Expenses$5,901
Net Income$56,299
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jun 27, 2015
Return Version
2014v5.0
Gross Receipts
$62,200
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

DescriptionGrantsExpenses
NATIVE OYSTER RESTORATION-$3,000
GENERAL ADMININSTRATION-$1,299
RAISE MONEY FOR AND CONSTRUCT AN ATHLETIC FIELD HOUSE FOR THE LOCAL PUBLIC HIGH SCHOOL--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R BERGEY IIITrustee-$0--
JAMES R BERGEY JRTrustee-$0--
ROSS A BERGEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
WATERMAN'S TRUST
EIN
26-4054323
Phone
4106411101
Address
616 WILLIAM STREET, BERLIN, MD 21811

Signing Officer

Name
James Ryan Bergey Iii
Title
Trustee, Chairman
Phone
4106411101
Signed
2015-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Bergey & Company Pa
Address
616 WILLIAM ST, BERLIN, MD 21811
Preparer
James R Bergey Jr CPA
Phone
4106411101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses interest 1,299 bank service charges 30 licenses & permits 200 program expenses 3,000 total 4,529”

Form 990-ez, Part II, Line 24

“Sdhs field house 374,741 374,741 total 374,741 374,741”

Form 990-ez, Part II, Line 26

“Loans from officers 24,099 0”

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 Appendix136 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/BooksInCareOfDetail/PersonNm0JAMES R BERGEY III
IRS990EZ/BooksInCareOfDetail/PhoneNum04106411101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0616 WILLIAM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021811
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056299
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01372
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0404531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0436731
IRS990EZ/GrossReceiptsAmt062200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0380432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0436731
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0380432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0436731
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES R BERGEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES R BERGEY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSS A BERGEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0374741
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0374741
IRS990EZ/OtherExpensesTotalAmt04529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY FOR AND CONSTRUCT AN ATHLETIC FIELD HOUSE FOR THE LOCAL PUBLIC HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NATIVE OYSTER RESTORATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GENERAL ADMININSTRATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11299
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024099
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05901
IRS990EZ/TotalProgramServiceExpensesAmt04299
IRS990EZ/TotalRevenueAmt062200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0138750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0116718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0520697
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0520697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0138750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116718
IRS990ScheduleA/Total509Grp/TotalAmt0520697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0138750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116718
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0520697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTEREST 1,299 BANK SERVICE CHARGES 30 LICENSES & PERMITS 200 PROGRAM EXPENSES 3,000 TOTAL 4,529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SDHS FIELD HOUSE 374,741 374,741 TOTAL 374,741 374,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS FROM OFFICERS 24,099 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GENERAL ADMININSTRATION
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES RYAN BERGEY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04106411101
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERMAN'S TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0264054323
ReturnHeader/Filer/PhoneNum04106411101
ReturnHeader/Filer/USAddress/AddressLine1Txt0616 WILLIAM STREET
ReturnHeader/Filer/USAddress/CityNm0BERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021811
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522279083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGEY & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 WILLIAM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021811
ReturnHeader/PreparerPersonGrp/PhoneNum04106411101
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BERGEY JR CPA
ReturnHeader/ReturnTs02015-06-27T06:08:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,731
Liabilities
-
Net assets
$436,731
Revenue
$62,200
Expenses
$5,901
Net income
$56,299
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