Civic Intelligence

Legatus of Bucks County

990EZ • Fiscal year 2022 • EIN 82-1033062

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 21, 2023

Organization Profilewww.legatus.org
PO Box 444Ann Arbor, MI 48106

(734) 274-2519

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

8.8%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

9.2%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

15%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$57,331

Up $4,841 (+9.2%) from 2021

Net Assets

Up

$57,331

Up $4,841 (+9.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin56th percentile

Revenue

Up

$54,855

Up $7,178 (+15%) from 2021

Expenses

Up

$50,014

Up $4,296 (+9.4%) from 2021

Net Income

Up

$4,841

Up $2,882 (+147%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2022

Assets$57,331
Liabilities$0
Net Assets$57,331
Open 2022 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$54,855
Expenses$50,014
Net Income$4,841
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 21, 2023
Return Version
2022v5.0
Gross Receipts
$54,855
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.-$50,014
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve RaymondPresident-$0--
Steve IvcicVice President-$0--
Catherine StefanskiTreasurer-$0--
Brian DulinProgram Direct-$0--
Linda CarlAt Large-$0--
Floyd CarlAt Large-$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
Cate Stefanski
Title
Treasurer
Signed
2023-03-21
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 $34078”

Other Expenses.2

“Travel costs for Speakers $2506”

Other Expenses.3

“Other Expenses $760”

Other Expenses.4

“Supplies $55”

Raw XML Appendix176 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Raymond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Ivcic
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brian Dulin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Linda Carl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Floyd Carl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Program Direct
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4At Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt040
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/ProgramServiceExpensesAmt050014
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050014
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282554
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt067
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0282554
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $34078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel costs for Speakers $2506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Expenses $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Cate Stefanski
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ReturnHeader/Filer/EIN0821033062
ReturnHeader/Filer/PhoneNum07342742519
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ReturnHeader/Filer/USAddress/CityNm0Ann Arbor
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ReturnHeader/Filer/USAddress/ZIPCd048106
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382776542
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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/ReturnTs02023-03-21T10:26:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cate
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stefanski
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,331
Liabilities
$0
Net assets
$57,331
Revenue
$54,855
Expenses
$50,014
Net income
$4,841
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