Civic Intelligence

Legatus of Orange County

EIN 33-0418214 • 501(c)3 • Ann Arbor, MI

Profile

To foster ethics in business

PO Box 444Ann Arbor, MI 48106

www.legatus.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

19th percentile

-30%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-42%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-27%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$54,979

Down $40,334 (-42%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$54,979

Down $40,334 (-42%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$133,842

Down $48,821 (-27%) from 2023

Expenses

Up

$174,176

Up $32,213 (+23%) from 2023

Net Income

Down

-$40,334

Down $81,034 (-199%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2015: $79,355Net Assets 2015: $79,3552015Assets 2021: $99,637Net Assets 2021: $99,6372021Assets 2022: $54,613Net Assets 2022: $54,6132022Assets 2023: $95,313Net Assets 2023: $95,3132023Assets 2024: $54,979Net Assets 2024: $54,9792024

Highlighted filing

2024

Assets$54,979
Liabilities-
Net Assets$54,979
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2015: $73,729Expenses 2015: $70,057Net Income 2015: $3,6722015Revenue 2021: $183,211Expenses 2021: $154,794Net Income 2021: $28,4172021Revenue 2022: $118,935Expenses 2022: $163,959Net Income 2022: -$45,0242022Revenue 2023: $182,663Expenses 2023: $141,963Net Income 2023: $40,7002023Revenue 2024: $133,842Expenses 2024: $174,176Net Income 2024: -$40,3342024

Highlighted filing

2024

Revenue$133,842
Expenses$174,176
Net Income-$40,334
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,979
Liabilities
-
Net assets
$54,979
Revenue
$133,842
Expenses
$174,176
Net income
-$40,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.34$1.74$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.83$1.42$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.19$1.64$0.45
2021Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.83$1.55$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.74$0.70$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 19, 2025
Return Version
2024v5.0
Gross Receipts
$133,842
Mission and Program Overview

Mission

To Study, Live and Spread the Faith in our business , Professional and Personal Lives . The OC Chapter of Legatus holds monthly meetings where individuals speak on ethical practices .

To foster ethics in business

Program Services

DescriptionGrantsExpenses
To study, live and spread the Catholic faith in our business, professional and personal lives. Local chapter of Legatus holds monthly meetings where individuals speak on developing ethical practices.-$174,176
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean-Paul AfifPresident-$0--
Randy KoenigVice President-$0--
Carrie PaoneTreasurer-$0--
Dale RinconProgram Chair-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Orange County
EIN
33-0418214
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Carrie Paone
Title
Treasurer
Signed
2025-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Legatus
Address
24 Frank Lloyd Wright Dr Ste L2800, Ann Arbor, MI 48106
Preparer
Paul Rzepka
Phone
7342746400
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Meals $123315”

Other Expenses.2

“Christmas Gift to Priest 2024 $5275”

Other Expenses.3

“Christmas gift to Priest 2023 $4210”

Other Expenses.4

“Travel costs for Speakers $2393”

Other Expenses.5

“Supplies $2088”

Other Expenses.6

“35th Anniversary gifts $1830”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Carrie Paone
IRS990EZ/BooksInCareOfDetail/PhoneNum07144239877
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018041 Mark Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Villa Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092861
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095313
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054979
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06625
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-40334
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095313
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054979
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0133842
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0127169
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095313
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054979
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095313
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054979
IRS990EZ/OccupancyRentUtltsAndMaintAmt010015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jean-Paul Afif
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Randy Koenig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carrie Paone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dale Rincon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Program Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0139111
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To study, live and spread the Catholic faith in our business, professional and personal lives. Local chapter of Legatus holds monthly meetings where individuals speak on developing ethical practices.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0174176
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0174176
IRS990EZ/TotalProgramServiceExpensesAmt0174176
IRS990EZ/TotalRevenueAmt0133842
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0182616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0127655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0614901
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0146
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt055543
IRS990ScheduleA/OtherIncome509Grp/TotalAmt055543
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91700
IRS990ScheduleA/PublicSupportPY509Pct00.90830
IRS990ScheduleA/PublicSupportTotal509Amt0614901
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051915
IRS990ScheduleA/Total509Grp/TotalAmt0614901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0183211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051939
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0670590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $123315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Christmas Gift to Priest 2024 $5275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Christmas gift to Priest 2023 $4210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel costs for Speakers $2393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $2088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt535th Anniversary gifts $1830
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carrie Paone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Orange County
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0330418214
ReturnHeader/Filer/PhoneNum07342742519
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 444
ReturnHeader/Filer/USAddress/CityNm0Ann Arbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382776542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGATUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 Frank Lloyd Wright Dr Ste L2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ann Arbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048106
ReturnHeader/PreparerPersonGrp/PhoneNum07342746400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Rzepka
ReturnHeader/ReturnTs02025-02-19T04:46:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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