Civic Intelligence

Rise Up Foundation of Worcester County

990EZ • Fiscal year 2021 • EIN 26-4054323

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 24, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

1.7%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,675

Up $759 (+1.7%) from 2020

Net Assets

Up

$46,675

Up $759 (+1.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$1,000

Down $1,572 (-61%) from 2020

Expenses

Down

$240

Down $47,265 (-99%) from 2020

Net Income

Up

$760

Up $45,693 (+102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$46,675
Liabilities-
Net Assets$46,675
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$1,000
Expenses$240
Net Income$760
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 24, 2021
Return Version
2020v4.0
Gross Receipts
$1,000
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

Support of stephen decatur high school students and alumni

Program Services

DescriptionGrantsExpenses
SUPPORT OF STEPHEN DECATUR HIGH SCHOOL STUDENTS AND ALUMNI--
Compensation and Service Providers
Top Officer Pay77th 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
2021-06-24
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 II, Line 24

“Receivables due from officers 44,117 44,117 total 44,117 44,117”

Raw XML Appendix140 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/PersonNm0JAMES R BERGEY III
CompensationExplanation/CompensationExplanationGrp/PersonNm1JAMES R BERGEY JR
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROSS A BERGEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt01798
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02558
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0240
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045915
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046675
IRS990EZ/GrossReceiptsAmt01000
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LoansToFromOfficersAmt044117
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045915
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046675
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/BOYAmt044117
IRS990EZ/OtherAssetsTotalDetail/EOYAmt044117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF STEPHEN DECATUR HIGH SCHOOL STUDENTS AND ALUMNI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF STEPHEN DECATUR HIGH SCHOOL STUDENTS AND ALUMNI
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0240
IRS990EZ/TotalRevenueAmt01000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087752
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02572
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02572
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02572
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97280
IRS990ScheduleA/PublicSupportPY509Pct00.97790
IRS990ScheduleA/PublicSupportTotal509Amt092073
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061779
IRS990ScheduleA/Total509Grp/TotalAmt092073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt094645
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt044117
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/TotalBalanceDueAmt044117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECEIVABLES DUE FROM OFFICERS 44,117 44,117 TOTAL 44,117 44,117
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BERGEY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04106411101
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-24
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/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/PreparationDt02021-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BERGEY JR CPA
ReturnHeader/ReturnTs02021-06-24T13:54:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERGEY III
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,675
Liabilities
-
Net assets
$46,675
Revenue
$1,000
Expenses
$240
Net income
$760
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