Civic Intelligence

Legatus

EIN 93-1329478 • 501(c)3 • Portland, OR

Profile

Legatus of portland is a local chapter of a national organization of the same name (legatus). Legatus is a membership organization. Members are top-ranking, catholic business leaders. Members are encouraged to become ambassadors for ethical and moral behavior in the business community and the world. Chapters gather monthly at a dinner meeting. Speakers with moral, ethical, and motivational messages are invited to make inspirational presentations. The mission of the national organization is adopted by the local chapters. This purpose is threefold - study: to match members with those possessing knowledge of the catholic faith, moral and ethical principles to educate the membership at regular meetings. Live: to assist members in translating the knowledge gained at meetings into their daily lives in practical ways. Spread: to spread their faith through the good example they set in their daily lives and business dealings. Legatus is the latin word for "ambassador". Members are ambassadors f

C/O 3928 N Colonial AvePortland, OR 97227

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

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 2014

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$34,142

Up $4,677 (+16%) from 2014

Liabilities

Down

$0

Down $17,135 (-100%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin69th percentile

Revenue

Up

$31,486

Up $7,134 (+29%) from 2014

Expenses

Down

$26,809

Down $8,072 (-23%) from 2014

Net Income

Up

$4,677

Up $15,206 (+144%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$60K$40K$20K$0Assets 2010: $50,359Liabilities 2010: $23,650Net Assets 2010: $26,7092010Assets 2011: $49,612Liabilities 2011: $22,000Net Assets 2011: $27,6122011Assets 2012: $44,270Liabilities 2012: $16,0002012Assets 2013: $41,834Liabilities 2013: $18,975Net Assets 2013: $22,8592013Assets 2014: $29,465Liabilities 2014: $17,135Net Assets 2014: $12,3302014Assets 2015: $34,142Liabilities 2015: $02015

Highlighted filing

2015

Assets$34,142
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $41,090Expenses 2010: $33,008Net Income 2010: $8,0822010Revenue 2011: $38,232Expenses 2011: $37,329Net Income 2011: $9032011Revenue 2012: $36,125Expenses 2012: $35,467Net Income 2012: $6582012Revenue 2013: $33,350Expenses 2013: $38,761Net Income 2013: -$5,4112013Revenue 2014: $24,352Expenses 2014: $34,881Net Income 2014: -$10,5292014Revenue 2015: $31,486Expenses 2015: $26,809Net Income 2015: $4,6772015

Highlighted filing

2015

Revenue$31,486
Expenses$26,809
Net Income$4,677
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$34,142
Liabilities
$0
Net assets
-
Revenue
$31,486
Expenses
$26,809
Net income
$4,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$34.1$0.00$31.5$26.8$4.68
2014Detailed filing. Detailed filing data is available for this year.$29.5$17.1$12.3$24.4$34.9$10.5
2013Detailed filing. Detailed filing data is available for this year.$41.8$19.0$22.9$33.4$38.8$5.41
2012Summary only. Only limited summary data is available for this year.$44.3$16.0$36.1$35.5$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.6$22.0$27.6$38.2$37.3$0.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.4$23.7$26.7$41.1$33.0$8.08
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$24,352
Mission and Program Overview

Mission

Legatus of portland is a local chapter of a national organization of the same name (legatus). Legatus is a membership organization. Members are top-ranking, catholic business leaders. Members are encouraged to become ambassadors for ethical and moral behavior in the business community and the world. Chapters gather monthly at a dinner meeting. Speakers with moral, ethical, and motivational messages are invited to make inspirational presentations. The mission of the national organization is adopted by the local chapters. This purpose is threefold - study: to match members with those possessing knowledge of the catholic faith, moral and ethical principles to educate the membership at regular meetings. Live: to assist members in translating the knowledge gained at meetings into their daily lives in practical ways. Spread: to spread their faith through the good example they set in their daily lives and business dealings. Legatus is the latin word for "ambassador". Members are ambassadors f

Program Services

DescriptionGrantsExpenses
MEMBERSHIP PROGRAM: CONDUCTING EIGHT CHAPTER MEETINGS AND ONE RETREAT. THERE WERE 26 DUES PAYING MEMBERS AT 12/31/14.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK DUFFYPresidentPT$0--
KEVIN FILLOVice-PresidentPT$0--
MARK BEKIUSSecretaryPT$0--
MOLLY BRADYTreasurerPT$0--
TERRILL COLLIERMembershipPT$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Portland
EIN
93-1329478
Phone
5033191057
Address
C/O 3928 N COLONIAL AVE, PORTLAND, OR 97227

Signing Officer

Name
Molly Brady
Title
Treasurer
Phone
5033191057
Signed
2015-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Dilorenzo & Company LLC
Address
10300 SW GREENBURG RD SUITE 360, PORTLAND, OR 97223
Preparer
David a Dilorenzo
Phone
5036466696
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: annual retreat. Amount: 2,700. Description: membership program-food, venue. Amount: 28,296. Description: membership program-speaker,honorariam. Amount: 740. Description: miscellaneous. Amount: 2,993. Description: registration fees. Amount: 25. Description: office supplies. Amount: 127. Total to form 990-ez, line 16: 34,881.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: advance dues. Beg. Of year amount: 18,975. End of year amount: 17,135.”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK DUFFY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN FILLO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOLLY BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRILL COLLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LEGATUS OF PORTLAND IS A LOCAL CHAPTER OF A NATIONAL ORGANIZATION OF THE SAME NAME (LEGATUS). LEGATUS IS A MEMBERSHIP ORGANIZATION. MEMBERS ARE TOP-RANKING, CATHOLIC BUSINESS LEADERS. MEMBERS ARE ENCOURAGED TO BECOME AMBASSADORS FOR ETHICAL AND MORAL BEHAVIOR IN THE BUSINESS COMMUNITY AND THE WORLD. CHAPTERS GATHER MONTHLY AT A DINNER MEETING. SPEAKERS WITH MORAL, ETHICAL, AND MOTIVATIONAL MESSAGES ARE INVITED TO MAKE INSPIRATIONAL PRESENTATIONS. THE MISSION OF THE NATIONAL ORGANIZATION IS ADOPTED BY THE LOCAL CHAPTERS. THIS PURPOSE IS THREEFOLD - STUDY: TO MATCH MEMBERS WITH THOSE POSSESSING KNOWLEDGE OF THE CATHOLIC FAITH, MORAL AND ETHICAL PRINCIPLES TO EDUCATE THE MEMBERSHIP AT REGULAR MEETINGS. LIVE: TO ASSIST MEMBERS IN TRANSLATING THE KNOWLEDGE GAINED AT MEETINGS INTO THEIR DAILY LIVES IN PRACTICAL WAYS. SPREAD: TO SPREAD THEIR FAITH THROUGH THE GOOD EXAMPLE THEY SET IN THEIR DAILY LIVES AND BUSINESS DEALINGS. LEGATUS IS THE LATIN WORD FOR "AMBASSADOR". MEMBERS ARE AMBASSADORS F
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ANNUAL RETREAT. AMOUNT: 2,700. DESCRIPTION: MEMBERSHIP PROGRAM-FOOD, VENUE. AMOUNT: 28,296. DESCRIPTION: MEMBERSHIP PROGRAM-SPEAKER,HONORARIAM. AMOUNT: 740. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,993. DESCRIPTION: REGISTRATION FEES. AMOUNT: 25. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 127. TOTAL TO FORM 990-EZ, LINE 16: 34,881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVANCE DUES. BEG. OF YEAR AMOUNT: 18,975. END OF YEAR AMOUNT: 17,135.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MOLLY BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05033191057
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGATUS OF PORTLAND
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0931329478
ReturnHeader/Filer/PhoneNum05033191057
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 3928 N COLONIAL AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453960543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DILORENZO & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010300 SW GREENBURG RD SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036466696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A DILORENZO
ReturnHeader/ReturnTs02015-08-07T16:55:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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