Civic Intelligence

Legatus

990 • Fiscal year 2021 • EIN 38-2776542

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profilewww.legatus.org

View Organization Page

PO Box 444Ann Arbor, MI 48106

(734) 274-6400

Siviq Scores

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

Liabilities / Assets

87th percentile

0.73x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.85x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

38th percentile

6.5%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$236,372

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

12%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$6,863,625

Up $1,811,409 (+36%) from 2020

Net Assets

Up

$1,865,345

Up $563,815 (+43%) from 2020

Liabilities

Up

$4,998,280

Up $1,247,594 (+33%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin38th percentile

Revenue

Up

$5,856,045

Up $610,790 (+12%) from 2020

Expenses

Up

$5,474,139

Up $651,604 (+14%) from 2020

Net Income

Down

$381,906

Down $40,814 (-9.7%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $3,928,939Liabilities 2011: $2,411,064Net Assets 2011: $1,517,8752011Assets 2012: $4,502,639Liabilities 2012: $2,809,928Net Assets 2012: $1,692,7112012Assets 2013: $4,658,409Liabilities 2013: $2,765,521Net Assets 2013: $1,892,8882013Assets 2014: $4,933,752Liabilities 2014: $2,998,626Net Assets 2014: $1,935,1262014Assets 2015: $5,592,517Liabilities 2015: $3,789,574Net Assets 2015: $1,802,9432015Assets 2016: $4,943,464Liabilities 2016: $3,472,826Net Assets 2016: $1,470,6382016Assets 2017: $6,475,182Liabilities 2017: $4,962,426Net Assets 2017: $1,512,7562017Assets 2018: $5,675,584Liabilities 2018: $5,251,942Net Assets 2018: $423,6422018Assets 2019: $6,712,855Liabilities 2019: $5,936,920Net Assets 2019: $775,9352019Assets 2020: $5,052,216Liabilities 2020: $3,750,686Net Assets 2020: $1,301,5302020Assets 2021: $6,863,625Liabilities 2021: $4,998,280Net Assets 2021: $1,865,3452021Assets 2022: $7,998,469Liabilities 2022: $5,357,205Net Assets 2022: $2,641,2642022Assets 2024: $11,431,522Liabilities 2024: $7,899,259Net Assets 2024: $3,532,2632024

Highlighted filing

2021

Assets$6,863,625
Liabilities$4,998,280
Net Assets$1,865,345
Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $3,938,883Expenses 2011: $3,823,885Net Income 2011: $114,9982011Revenue 2012: $4,498,960Expenses 2012: $4,403,243Net Income 2012: $95,7172012Revenue 2013: $4,339,636Expenses 2013: $4,375,558Net Income 2013: -$35,9222013Revenue 2014: $4,611,946Expenses 2014: $4,637,501Net Income 2014: -$25,5552014Revenue 2015: $5,180,145Expenses 2015: $5,229,415Net Income 2015: -$49,2702015Revenue 2016: $5,243,311Expenses 2016: $5,590,273Net Income 2016: -$346,9622016Revenue 2017: $6,319,912Expenses 2017: $6,461,383Net Income 2017: -$141,4712017Revenue 2018: $5,015,512Expenses 2018: $5,777,208Net Income 2018: -$761,6962018Revenue 2019: $5,343,777Expenses 2019: $5,330,297Net Income 2019: $13,4802019Revenue 2020: $5,245,255Expenses 2020: $4,822,535Net Income 2020: $422,7202020Revenue 2021: $5,856,045Expenses 2021: $5,474,139Net Income 2021: $381,9062021Revenue 2022: $6,647,329Expenses 2022: $5,540,944Net Income 2022: $1,106,3852022Revenue 2024: $7,289,730Expenses 2024: $7,078,351Net Income 2024: $211,3792024

Highlighted filing

2021

Revenue$5,856,045
Expenses$5,474,139
Net Income$381,906
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$5,856,297
Mission and Program Overview

Mission

Assist its members (who are leaders of businesses and organizations) to study, live and spread the Catholic Faith in their business, professional and personal lives.

To develop and promote business ethics and support an intimate union between faith and life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,135,921$3,288,049▲ $1,152,128
Investments in Publicly Traded Securities$2,238,682$2,857,661▲ $618,979
Prepaid Expenses and Deferred Charges$492,389$536,485▲ $44,096
Accounts Receivable$71,276$108,988▲ $37,712
Land, Buildings, and Equipment, Net$94,661$55,779▼ $38,882
Inventories for Sale or Use$19,287$16,663▼ $2,624
Total Assets$5,052,216$6,863,625▲ $1,811,409
Liabilities
Deferred Revenue$2,608,038$3,668,427▲ $1,060,389
Accounts Payable and Accrued Expenses$773,048$929,926▲ $156,878
Unsecured Notes Loans Payable$369,600$399,927▲ $30,327
Total Liabilities$3,750,686$4,998,280▲ $1,247,594
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$427,607$962,012▲ $534,405
Net Assets With Donor Restrictions$873,923$903,333▲ $29,410
Total Net Assets Fund Balance$1,301,530$1,865,345▲ $563,815
Total Liabilities and Net Assets / Fund Balance$5,052,216$6,863,625▲ $1,811,409

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,779$569,869$625,648

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,155,496$29,410▲ $566,148-$2,751,054
2020$2,163,631$10,620▲ $291,559$-310,314$2,155,496
2019$1,768,970$20,290▲ $374,371-$2,163,631
2018$1,814,528$17,044▼ $62,602-$1,768,970
2017$1,604,176$16,907▲ $193,445-$1,814,528
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen HenleyExecutive DirectorFT$211,102$25,270$236,372
Amy DillonSoutheast Region DirectorFT$155,395$5,862$161,257
Paul RzepkaCFOFT$141,356$19,812$161,168
Nathaniel WineGreat Lakes Region DirectorFT$107,538$22,004$129,542
Kenneth DarnellCentral Region DirectorFT$110,372$18,526$128,898
Laura SachaDevelopmentFT$116,930$4,888$121,818

Board Members and Trustees

NameTitle
Thomas S MonaghanFounder & Chairman
Christopher S McMahonVice Chair/Director
Diana ParentDirector
James P SarniDirector
Jerry R JonesDirector
Mark R ScaliseDirector
Randall W HammondDirector
S Craig HenryDirector
Sean J BellewDirector
Rev Jose GomezNon-voting Director
Rev Sam JacobsNon-voting Director
Bernard NealSecretary/Director
Troy L KingTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,686,438
Program Service Revenue
$1,546,138
Investment Income
$185,112
Other Revenue
$438,357
All Other Contributions
$53,602
Change in Net Assets
$381,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,856,045
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$181,909
Total Revenue per Audited Statements
$6,037,954
Total Revenue per Form 990
$5,856,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,211,183
Salaries, Compensation, and Employee Benefits$2,262,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,652,025$38,928-$1,690,953
Other Salaries and Wages$1,078,585$429,287-$1,507,872
Current Officers, Directors, Trustees, and Key Employees-$352,458-$352,458
Fees for Services Management$119,871$138,712-$258,583
Other Employee Benefits$92,428$118,472-$210,900
Payroll Taxes$83,537$53,406-$136,943
Information Technology-$124,355-$124,355
Office Expenses-$93,920-$93,920
Occupancy-$73,913-$73,913
Pension Plan Contributions$25,898$28,885-$54,783
Depreciation Depletion-$44,206-$44,206
Other Expenses$111,791$41,553-$41,553
All Other Expenses-$25,000-$25,000
Insurance-$19,104-$19,104
Advertising-$9,967-$9,967
Fees for Services Legal-$5,125-$5,125
Total Functional Expenses$3,801,753$1,672,386$0$5,474,139

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,474,140
Total Expenses per Audited Statements$5,474,140
Total Expenses per Form 990$5,474,140
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Mr. Monaghan is a board member of Legatus and a partner of DFOPLegatus rents office space for $73,913 from DFOP.No$73,913
-Mr. Monaghan is a board member of Legatus and TAMFLegatus paid The Ave Maria Foundation $31,541 for reimbursement of professional services.No$31,541
-Mr. Monaghan is a board member of Legatus and a board member of MCFLegatus contributed $1,500 to MCFNo$1,500
-Mr. Monaghan is a board member of Legatus and a sole shareholder of DFCLegatus paid DFC $179 for office supplies and telephoneNo$179
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Legatus is a membership organization representing business and organization leaders throughout the U.S. and around the world.”

Form 990, Part VI, Section A, line 7A

“The Nominating Committee of the Board of Governors select candidates that are voted and elected by the Board of Governors.”

Form 990, Part VI, Section B, line 11B

“Form 990 is reviewed by the Chief Financial Officer and forwarded to the Executive Director prior to signing.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest issues are reviewed at least annually at Board of Governors meetings with legal counsel present.”

Form 990, Part VI, Section B, line 15

“An independent committee of the Board of Governors annually reviews the compensation of the CEO and key employees. The recommendation is then taken to the board for approval.”

Form 990, Part VI, Section C, line 19

“All required governing documents and financial statements are made available to the public upon request during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Legatus
EIN
38-2776542
Phone
7342746400
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Paul Rzepka
Title
Chief Financial Officer
Phone
7347246400
Signed
2022-11-03

Organization Details

Principal Officer
Paul Rzepka
Formed
1987
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
27
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“Endowment contributions are permanently restricted by the donors for the continuation of Legatus mission. Income from endowment investments is unrestricted for future chapter growth and development.”

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IRS990/Form990PartVIISectionAGrp/PersonNm18Laura Sacha
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Founder & Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Southeast Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Central Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Great Lakes Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Development
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0405
IRS990/GrossReceiptsAmt05856297
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt0124355
IRS990/InsuranceGrp/ManagementAndGeneralAmt019104
IRS990/InsuranceGrp/TotalAmt019104
IRS990/InventoriesForSaleOrUseGrp/BOYAmt019287
IRS990/InventoriesForSaleOrUseGrp/EOYAmt016663
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0184959
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0184959
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02238682
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02857661
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0569869
IRS990/LandBldgEquipBasisNetGrp/BOYAmt094661
IRS990/LandBldgEquipBasisNetGrp/EOYAmt055779
IRS990/LandBldgEquipCostOrOtherBssAmt0625648
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0252
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03632836
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Assist its members (who are leaders of businesses and organizations) to study, live and spread the Catholic Faith in their business, professional and personal lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01301530
IRS990/NetAssetsOrFundBalancesEOYAmt01865345
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0153
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0153
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0181909
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0427607
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0962012
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt073913
IRS990/OccupancyGrp/TotalAmt073913
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt093920
IRS990/OfficeExpensesGrp/TotalAmt093920
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0118472
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt092428
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0210900
IRS990/OtherExpensesGrp/Desc0Direct chapter support
IRS990/OtherExpensesGrp/Desc1Publications
IRS990/OtherExpensesGrp/Desc2Credit card discount fe
IRS990/OtherExpensesGrp/Desc3Other expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075095
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt141553
IRS990/OtherExpensesGrp/ProgramServicesAmt0637618
IRS990/OtherExpensesGrp/ProgramServicesAmt1111791
IRS990/OtherExpensesGrp/TotalAmt0637618
IRS990/OtherExpensesGrp/TotalAmt1111791
IRS990/OtherExpensesGrp/TotalAmt275095
IRS990/OtherExpensesGrp/TotalAmt341553
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1561000
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0PPP Loan Forgiven
IRS990/OtherRevenueMiscGrp/Desc1Credit card convenienc
IRS990/OtherRevenueMiscGrp/Desc2Other Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0369600
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt139997
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt228760
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0369600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt139997
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt228760
IRS990/OtherRevenueTotalAmt0438357
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0429287
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01078585
IRS990/OtherSalariesAndWagesGrp/TotalAmt01507872
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053406
IRS990/PayrollTaxesGrp/ProgramServicesAmt083537
IRS990/PayrollTaxesGrp/TotalAmt0136943
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028885
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025898
IRS990/PensionPlanContributionsGrp/TotalAmt054783
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0492389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0536485
IRS990/PrincipalOfficerNm0Paul Rzepka
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1511120
IRS990/ProgramServiceRevenueGrp/Desc0Conferences/Pilg
IRS990/ProgramServiceRevenueGrp/Desc1Publications
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01407874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01407874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1138264
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0138264
IRS990/ProgSrvcAccomActy2Grp/Desc0Conferences: Legatus sponsors conferences and pilgrimages for its members and others. These activities focus on spiritual growth and ethics.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01833156
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01407874
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03805810
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt074706
IRS990/PYOtherExpensesAmt02547768
IRS990/PYOtherRevenueAmt035812
IRS990/PYProgramServiceRevenueAmt01328927
IRS990/PYRevenuesLessExpensesAmt0422720
IRS990/PYSalariesCompEmpBnftPaidAmt02274767
IRS990/PYTotalExpensesAmt04822535
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05245255
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0381906
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0563079
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt055834
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt071364
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt067017
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt039890
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0634800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0868905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03686438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03805810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03554069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03699796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04866658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019612771
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0124722
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt074666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0113523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021653
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0334650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01546138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01328927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01628501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01218382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01379944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07101892

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,863,625
Liabilities
$4,998,280
Net assets
$1,865,345
Revenue
$5,856,045
Expenses
$5,474,139
Net income
$381,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$7.90$3.53$7.29$7.08$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.00$5.36$2.64$6.65$5.54$1.11
2021Detailed filing. Detailed filing data is available for this year.$6.86$5.00$1.87$5.86$5.47$0.38
2020Summary only. Only limited summary data is available for this year.$5.05$3.75$1.30$5.25$4.82$0.42
2019Summary only. Only limited summary data is available for this year.$6.71$5.94$0.78$5.34$5.33$0.01
2018Summary only. Only limited summary data is available for this year.$5.68$5.25$0.42$5.02$5.78$0.76
2017Summary only. Only limited summary data is available for this year.$6.48$4.96$1.51$6.32$6.46$0.14
2016Summary only. Only limited summary data is available for this year.$4.94$3.47$1.47$5.24$5.59$0.35
2015Summary only. Only limited summary data is available for this year.$5.59$3.79$1.80$5.18$5.23$0.05
2014Summary only. Only limited summary data is available for this year.$4.93$3.00$1.94$4.61$4.64$0.03
2013Summary only. Only limited summary data is available for this year.$4.66$2.77$1.89$4.34$4.38$0.04
2012Summary only. Only limited summary data is available for this year.$4.50$2.81$1.69$4.50$4.40$0.10
2011Summary only. Only limited summary data is available for this year.$3.93$2.41$1.52$3.94$3.82$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits