Civic Intelligence

Legatus of Genesis

990EZ • Fiscal year 2017 • EIN 38-3061600

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 16, 2018

Organization Profilewww.legatus.org
5072 Annunciation CircleImmokalee, FL 34142

(239) 435-3852

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

28th percentile

-6.3%

Higher net margin than 28% 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

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

34th percentile

-9.9%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$44,834

Down $5,810 (-11%) from 2016

Net Assets

$44,834

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin28th percentile

Revenue

Down

$92,690

Down $10,141 (-9.9%) from 2016

Expenses

Up

$98,500

Up $1,851 (+1.9%) from 2016

Net Income

Down

-$5,810

Down $11,992 (-194%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2011: $23,169Liabilities 2011: $02011Assets 2012: $34,948Liabilities 2012: $02012Assets 2013: $41,308Liabilities 2013: $02013Assets 2014: $51,716Liabilities 2014: $02014Assets 2015: $44,462Liabilities 2015: $0Net Assets 2015: $44,4622015Assets 2016: $50,644Liabilities 2016: $02016Assets 2017: $44,834Liabilities 2017: $0Net Assets 2017: $44,8342017Assets 2018: $67,552Liabilities 2018: $02018Assets 2019: $68,912Liabilities 2019: $0Net Assets 2019: $68,9122019Assets 2020: $81,231Liabilities 2020: $0Net Assets 2020: $81,2312020Assets 2021: $98,487Liabilities 2021: $0Net Assets 2021: $98,4872021Assets 2022: $96,863Liabilities 2022: $0Net Assets 2022: $96,8632022Assets 2023: $68,576Liabilities 2023: $02023

Highlighted filing

2017

Assets$44,834
Liabilities$0
Net Assets$44,834
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $53,936Expenses 2011: $77,584Net Income 2011: -$23,6482011Revenue 2012: $92,124Expenses 2012: $80,346Net Income 2012: $11,7782012Revenue 2013: $92,464Expenses 2013: $86,104Net Income 2013: $6,3602013Revenue 2014: $99,015Expenses 2014: $88,607Net Income 2014: $10,4082014Revenue 2015: $81,158Expenses 2015: $88,412Net Income 2015: -$7,2542015Revenue 2016: $102,831Expenses 2016: $96,649Net Income 2016: $6,1822016Revenue 2017: $92,690Expenses 2017: $98,500Net Income 2017: -$5,8102017Revenue 2018: $130,827Expenses 2018: $108,109Net Income 2018: $22,7182018Revenue 2019: $116,705Expenses 2019: $115,345Net Income 2019: $1,3602019Revenue 2020: $70,638Expenses 2020: $58,319Net Income 2020: $12,3192020Revenue 2021: $109,938Expenses 2021: $92,682Net Income 2021: $17,2562021Revenue 2022: $128,926Expenses 2022: $130,550Net Income 2022: -$1,6242022Revenue 2023: $96,841Expenses 2023: $125,128Net Income 2023: -$28,2872023

Highlighted filing

2017

Revenue$92,690
Expenses$98,500
Net Income-$5,810
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 16, 2018
Return Version
2017v2.2
Gross Receipts
$92,690
Mission and Program Overview

Mission

To foster ethics in business.

Religious

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAL REEDPresident-$0--
DICK FAISTPast President-$0--
DANIEL LAVALLEYTreasurer-$0--
DALE SEYMOURMember Chair-$0--
MARY WERNERDirector-$0--
TODD DEINDOERFERDirector-$0--
STEVE HERZELDirector-$0--
CONNIE CRONINDirector-$0--
MELISSA MUNGERDirector-$0--
TIM ALTERDirector-$0--
MIKE MCCARTNEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Legatus Genesis Chapter
EIN
38-3061600
Phone
2394353852
Address
5072 Annunciation Circle, Immokalee, FL 34142

Signing Officer

Name
Daniel J Lavalley
Title
Treasurer
Phone
2394353852
Signed
2018-02-16

Preparer

Firm
LaValley LaValley Todak & Schaefer Co LPA
Address
5800 Monroe St Bldg F, Sylvania, OH 43560
Preparer
Richard G Lavalley Jr
Phone
4198820081
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Meetings 72560.”

Form 990EZ, Part I, Line 16

“Speaker 6575.”

Form 990EZ, Part I, Line 16

“Coordinator 12400.”

Form 990EZ, Part I, Line 16

“Office expense 1088.”

Form 990EZ, Part I, Line 16

“Gifts/Flowers 3972.”

Form 990EZ, Part I, Line 16

“Internet 452.”

Form 990EZ, Part I, Line 16

“Misc. 1453.”

Raw XML Appendix168 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/PersonNm0DANIEL LAVALLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04198820081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05800 Monroe St Bldg F
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sylvania
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5810
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044834
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt092690
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt092690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044834
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044834
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HAL REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DICK FAIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL LAVALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DALE SEYMOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TODD DEINDOERFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE HERZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CONNIE CRONIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MELISSA MUNGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TIM ALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE MCCARTNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1past president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt098500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Religious
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098500
IRS990EZ/TotalRevenueAmt092690
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct01.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meetings 72560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Speaker 6575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Coordinator 12400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office expense 1088.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts/Flowers 3972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Internet 452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc. 1453.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J LAVALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02394353852
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus Genesis Chapter
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0383061600
ReturnHeader/Filer/PhoneNum02394353852
ReturnHeader/Filer/USAddress/AddressLine1Txt05072 Annunciation Circle
ReturnHeader/Filer/USAddress/CityNm0Immokalee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034142
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C25608D5E4CFC6A1CBB400EE39A1731A43FA5404
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId016D76E5BDC3BE1653340C6F9DEFEAD66B70B7CC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.118.78
ReturnHeader/FilingSecurityInformation/IPDt02018-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:54:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaValley LaValley Todak & Schaefer Co LPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 Monroe St Bldg F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sylvania
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043560
ReturnHeader/PreparerPersonGrp/PhoneNum04198820081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G LAVALLEY JR
ReturnHeader/ReturnTs02018-02-19T12:54:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$44,834
Liabilities
$0
Net assets
$44,834
Revenue
$92,690
Expenses
$98,500
Net income
-$5,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.97$1.25$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.29$1.31$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.10$0.93$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.71$0.58$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.17$1.15$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$1.31$1.08$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.93$0.99$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$1.03$0.97$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.81$0.88$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.99$0.89$0.10
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.92$0.86$0.06
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.92$0.80$0.12
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.54$0.78$0.24