Civic Intelligence

Rise Up Foundation of Worcester County

990EZ • Fiscal year 2017 • EIN 26-4054323

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 29, 2017

Organization ProfileN/A
8938 Worcester HwyBerlin, 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-84%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

173%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$73,708

Down $381,826 (-84%) from 2016

Net Assets

Down

$73,708

Down $381,826 (-84%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Up

$61,779

Up $39,156 (+173%) from 2016

Expenses

Up

$68,864

Up $65,044 (+1703%) from 2016

Net Income

Down

-$7,085

Down $25,888 (-138%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2017

Assets$73,708
Liabilities-
Net Assets$73,708
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$61,779
Expenses$68,864
Net Income-$7,085
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 29, 2017
Return Version
2016v3.0
Gross Receipts
$61,779
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-$68,864
RAISE MONEY FOR AND CONSTRUCT AN ATHLETIC FIELD HOUSE FOR THE LOCAL PUBLIC HIGH SCHOOL--
GENERAL ADMININSTRATION--
Compensation and Service Providers
Top Officer Pay76th 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
8938 WORCESTER HWY, BERLIN, MD 21811

Signing Officer

Name
James R Bergey Iii
Title
Trustee
Phone
4106411101
Signed
2017-07-29
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 20

“Completed field house -374,741 turned over to public school 0”

Form 990-ez, Part II, Line 24

“Sdhs field house 374,741 0 receivables due from officers 0 72,000 total 374,741 72,000”

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 Appendix148 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/PersonNm0JAMES R BERGEY III
IRS990EZ/BooksInCareOfDetail/PhoneNum04106411101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08938 WORCESTER HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021811
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080793
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01708
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061779
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7085
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt050864
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0455534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073708
IRS990EZ/GrossReceiptsAmt061779
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LoansToFromOfficersAmt072000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0455534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073708
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0455534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073708
IRS990EZ/OccupancyRentUtltsAndMaintAmt018000
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/EOYAmt072000
IRS990EZ/OtherChangesInNetAssetsAmt0-374741
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/ProgramServiceExpensesAmt068864
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068864
IRS990EZ/TotalProgramServiceExpensesAmt068864
IRS990EZ/TotalRevenueAmt061779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0349631
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0349631
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097435
IRS990ScheduleA/Total509Grp/TotalAmt0349631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097435
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0349631
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt072000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0NOTE RECEIVABLE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0INVESTMENT INCOME TO TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt072000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OWNER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt072000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED FIELD HOUSE -374,741 TURNED OVER TO PUBLIC SCHOOL 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SDHS FIELD HOUSE 374,741 0 RECEIVABLES DUE FROM OFFICERS 0 72,000 TOTAL 374,741 72,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARITABLE TRUST FORMED TO AID CHESAPEAKE BAY WATERMEN , CLEAN AND FILTER THE CHESAPEAKE BAY BY DOING OYSTER AQUACULTURE AND OTHER CHARITABLE CAUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GENERAL ADMININSTRATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BERGEY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04106411101
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERMAN'S TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0264054323
ReturnHeader/Filer/PhoneNum04106411101
ReturnHeader/Filer/USAddress/AddressLine1Txt08938 WORCESTER HWY
ReturnHeader/Filer/USAddress/CityNm0BERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021811
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053AC036955FB6C807260CDC6CBE7DC6DDEB4D546
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053AC036955FB6C807260CDC6CBE7DC6DDEB4D546
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/PreparationDt02017-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BERGEY JR CPA
ReturnHeader/ReturnTs02017-07-29T07:42:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,708
Liabilities
-
Net assets
$73,708
Revenue
$61,779
Expenses
$68,864
Net income
-$7,085
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