Civic Intelligence

Legatus of Bucks County

EIN 82-1033062 • 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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

59th percentile

6.9%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,678

Down $5,405 (-9.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$51,678

Down $5,405 (-9.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Down

$52,148

Down $3,445 (-6.2%) from 2023

Expenses

Up

$57,553

Up $1,712 (+3.1%) from 2023

Net Income

Down

-$5,405

Down $5,157 (-2079%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$60K$40K$20K$0Assets 2018: $34,834Liabilities 2018: $02018Assets 2019: $45,344Liabilities 2019: $02019Assets 2020: $50,531Liabilities 2020: $02020Assets 2021: $52,490Liabilities 2021: $0Net Assets 2021: $52,4902021Assets 2022: $57,331Liabilities 2022: $0Net Assets 2022: $57,3312022Assets 2023: $57,083Liabilities 2023: $0Net Assets 2023: $57,0832023Assets 2024: $51,678Net Assets 2024: $51,6782024

Highlighted filing

2024

Assets$51,678
Liabilities-
Net Assets$51,678
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $61,038Expenses 2018: $51,008Net Income 2018: $10,0302018Revenue 2019: $62,940Expenses 2019: $52,429Net Income 2019: $10,5112019Revenue 2020: $56,111Expenses 2020: $50,924Net Income 2020: $5,1872020Revenue 2021: $47,677Expenses 2021: $45,718Net Income 2021: $1,9592021Revenue 2022: $54,855Expenses 2022: $50,014Net Income 2022: $4,8412022Revenue 2023: $55,593Expenses 2023: $55,841Net Income 2023: -$2482023Revenue 2024: $52,148Expenses 2024: $57,553Net Income 2024: -$5,4052024

Highlighted filing

2024

Revenue$52,148
Expenses$57,553
Net Income-$5,405
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$51,678
Liabilities
-
Net assets
$51,678
Revenue
$52,148
Expenses
$57,553
Net income
-$5,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.7$51.7$52.1$57.6$5.41
2023Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$55.6$55.8$0.25
2022Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$54.9$50.0$4.84
2021Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$47.7$45.7$1.96
2020Summary only. Only limited summary data is available for this year.$50.5$0.00$56.1$50.9$5.19
2019Summary only. Only limited summary data is available for this year.$45.3$0.00$62.9$52.4$10.5
2018Summary only. Only limited summary data is available for this year.$34.8$0.00$61.0$51.0$10.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 12, 2025
Return Version
2024v5.0
Gross Receipts
$52,148
Mission and Program Overview

Mission

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.-$57,553
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve RaymondPresident-$0--
Linda CarlVice President-$0--
James R LongonTreasurer-$0--
Bob MotleyProgram Chair-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Bucks County
EIN
82-1033062
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
James R Longon
Title
Treasurer
Signed
2025-02-12
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 $37861”

Other Expenses.2

“Chaplain Travel exp to Summit $1631”

Other Expenses.3

“Supplies $989”

Other Expenses.5

“Gala Sponsorship $600”

Other Expenses.6

“Reimb Speaker Costs $257”

Raw XML Appendix166 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum02156940039
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0407 Sawyers Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newtown
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057083
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051678
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5405
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015226
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057083
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt052148
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01427
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049721
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051678
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051678
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Raymond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Carl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James R Longon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bob Motley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Program Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041338
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt0989
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/ProgramServiceExpensesAmt057553
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/TotalExpensesAmt057553
IRS990EZ/TotalProgramServiceExpensesAmt057553
IRS990EZ/TotalRevenueAmt052148
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0264897
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01487
IRS990ScheduleA/InvestmentIncomeCYPct00.00560
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0264897
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056101
IRS990ScheduleA/Total509Grp/TotalAmt0264897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056111
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $37861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Chaplain Travel exp to Summit $1631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gala Sponsorship $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reimb Speaker Costs $257
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James R Longon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Bucks County
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0821033062
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/ReturnTs02025-02-12T10:05:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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