Civic Intelligence

Legatus of Bismarck

990EZ • Fiscal year 2023 • EIN 84-3125297

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 12, 2024

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$31,277

Down $10,628 (-25%) from 2022

Net Assets

Down

$31,277

Down $10,628 (-25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Down

$52,482

Down $15,499 (-23%) from 2022

Expenses

Up

$63,110

Up $1,374 (+2.2%) from 2022

Net Income

Down

-$10,628

Down $16,873 (-270%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60K$40K$20K$0Assets 2020: $38,276Liabilities 2020: $02020Assets 2021: $35,660Liabilities 2021: $0Net Assets 2021: $35,6602021Assets 2022: $41,905Liabilities 2022: $0Net Assets 2022: $41,9052022Assets 2023: $31,277Liabilities 2023: $0Net Assets 2023: $31,2772023Assets 2024: $27,242Net Assets 2024: $27,2422024Assets 2025: $29,037Net Assets 2025: $29,0372025

Highlighted filing

2023

Assets$31,277
Liabilities$0
Net Assets$31,277
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2020: $79,073Expenses 2020: $40,797Net Income 2020: $38,2762020Revenue 2021: $55,071Expenses 2021: $57,687Net Income 2021: -$2,6162021Revenue 2022: $67,981Expenses 2022: $61,736Net Income 2022: $6,2452022Revenue 2023: $52,482Expenses 2023: $63,110Net Income 2023: -$10,6282023Revenue 2024: $64,023Expenses 2024: $68,058Net Income 2024: -$4,0352024Revenue 2025: $64,166Expenses 2025: $62,371Net Income 2025: $1,7952025

Highlighted filing

2023

Revenue$52,482
Expenses$63,110
Net Income-$10,628
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 12, 2024
Return Version
2023v4.0
Gross Receipts
$52,482
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.-$63,110
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shane GoettlePresidentPT$0--
Brad WiederholtVice President-$0--
Vernon DoschTreasurerPT$0--
Eugene JacksonProgram ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Bismarck
EIN
84-3125297
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Vernon Dosch
Title
Treasurer
Signed
2024-02-12
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 $36866”

Other Expenses.2

“Reimb Speaker Costs $5694”

Other Expenses.3

“Supplies $972”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Vernon Dosch
IRS990EZ/BooksInCareOfDetail/PhoneNum07012261385
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07120 Olive Tree Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bismarck
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd058503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01781
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10628
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018821
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041905
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031277
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt052482
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050701
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041905
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031277
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041905
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031277
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shane Goettle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brad Wiederholt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vernon Dosch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eugene Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Program Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043532
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt0757
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/ProgramServiceExpensesAmt063110
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/TotalExpensesAmt063110
IRS990EZ/TotalProgramServiceExpensesAmt063110
IRS990EZ/TotalRevenueAmt052482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0254460
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0147
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0254460
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079073
IRS990ScheduleA/Total509Grp/TotalAmt0254460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079073
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $36866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reimb Speaker Costs $5694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $972
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vernon Dosch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Bismarck
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0843125297
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/ReturnTs02024-02-12T12:24:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Vernon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dosch
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,277
Liabilities
$0
Net assets
$31,277
Revenue
$52,482
Expenses
$63,110
Net income
-$10,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.0$29.0$64.2$62.4$1.80
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$27.2$64.0$68.1$4.04
2023Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$52.5$63.1$10.6
2022Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$68.0$61.7$6.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$0.00$35.7$55.1$57.7$2.62
2020Summary only. Only limited summary data is available for this year.$38.3$0.00$79.1$40.8$38.3