Civic Intelligence

Legatus of Bucks County

990EZ • Fiscal year 2025 • EIN 82-1033062

Jan 01, 2025 to Dec 31, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

57th percentile

6.9%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,938

Up $5,260 (+10%) from 2024

Net Assets

Up

$56,938

Up $5,260 (+10%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$76,203

Up $24,055 (+46%) from 2024

Expenses

Up

$70,943

Up $13,390 (+23%) from 2024

Net Income

Up

$5,260

Up $10,665 (+197%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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: $51,6782024Assets 2025: $56,938Net Assets 2025: $56,9382025

Highlighted filing

2025

Assets$56,938
Liabilities-
Net Assets$56,938
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 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: -$5,4052024Revenue 2025: $76,203Expenses 2025: $70,943Net Income 2025: $5,2602025

Highlighted filing

2025

Revenue$76,203
Expenses$70,943
Net Income$5,260
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 2, 2026
Return Version
2025v4.1
Gross Receipts
$76,203
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.-$70,943
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda CarlPresident-$0--
James PhillipsVice President-$0--
Anthony GrilloTreasurer-$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
Anthony Grillo
Title
Treasurer
Signed
2026-04-02
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 $44695”

Other Expenses.2

“Payments to other chapters $200”

Other Expenses.3

“Misc $177”

Raw XML Appendix155 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045072
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/ProgramServiceExpensesAmt070943
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/TotalExpensesAmt070943
IRS990EZ/TotalProgramServiceExpensesAmt070943
IRS990EZ/TotalRevenueAmt076203
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0283655
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01344
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01344
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02821
IRS990ScheduleA/InvestmentIncomeCYPct00.00980
IRS990ScheduleA/InvestmentIncomePYPct00.00560
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99020
IRS990ScheduleA/PublicSupportPY509Pct00.99440
IRS990ScheduleA/PublicSupportTotal509Amt0283655
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074859
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $44695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payments to other chapters $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc $177
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0821033062
ReturnHeader/Filer/PhoneNum07342742519
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 444
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ann Arbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048106
ReturnHeader/PreparerPersonGrp/PhoneNum07342746400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Rzepka
ReturnHeader/ReturnTs02026-04-02T08:26:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,938
Liabilities
-
Net assets
$56,938
Revenue
$76,203
Expenses
$70,943
Net income
$5,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.9$56.9$76.2$70.9$5.26
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