Civic Intelligence

Legatus

990EZ • Fiscal year 2013 • EIN 93-1329478

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 11, 2014

Organization ProfileN/A
C/O 3928 N Colonial AveAnn Arbor, MI 97227

(503) 319-1057

Siviq Scores

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

Liabilities / Assets

88th percentile

0.45x

Higher debt load relative to assets than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

93rd percentile

0.57x

Higher debt load relative to revenue than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

35th percentile

-5.5%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

35th percentile

-7.7%

Faster revenue growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$41,834

Down $2,436 (-5.5%) from 2012

Net Assets

$22,859

No earlier filing loaded for comparison.

Liabilities

Up

$18,975

Up $2,975 (+19%) from 2012

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin18th percentile

Revenue

Down

$33,350

Down $2,775 (-7.7%) from 2012

Expenses

Up

$38,761

Up $3,294 (+9.3%) from 2012

Net Income

Down

-$5,411

Down $6,069 (-922%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2013

Assets$41,834
Liabilities$18,975
Net Assets$22,859
Open 2013 Filing

Operations Trend

Revenue Growth35th percentile

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

2013

Revenue$33,350
Expenses$38,761
Net Income-$5,411
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 11, 2014
Return Version
2013v3.0
Gross Receipts
$33,350
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 31 DUES PAYING MEMBERS AT 12/31/13.$0$0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

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

Filer

EIN
93-1329478
Phone
5033191057

Signing Officer

Name
Molly Brady
Title
Treasurer
Phone
5033191057
Signed
2014-07-11
Discuss with paid preparer
Yes

Preparer

Preparer
David a Dilorenzo
Phone
5036466696
Supplemental Narrative

Additional Explanations

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

“Description: annual retreat. Amount: 3,220. Description: membership program-food, venue. Amount: 31,035. Description: membership program-speaker,honorariam. Amount: 2,250. Description: miscellaneous. Amount: 1,745. Description: registration fees. Amount: 120. Description: board meetings. Amount: 391. Total to form 990-ez, line 16: 38,761.”

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

“Description: advance dues. Beg. Of year amount: 16,000. End of year amount: 18,975.”

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/BooksInCareOfDetail/BusinessName/BusinessNameLine10MOLLY BRADY
IRS990EZ/BooksInCareOfDetail/PhoneNum05033191057
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IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0972271008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044270
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt022859
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN FILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK BEKIUS
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
IRS990EZ/OtherExpensesTotalAmt038761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERSHIP PROGRAM: CONDUCTING EIGHT CHAPTER MEETINGS AND ONE RETREAT. THERE WERE 31 DUES PAYING MEMBERS AT 12/31/13.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018975
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038761
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033350
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0192697
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037175
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ANNUAL RETREAT. AMOUNT: 3,220. DESCRIPTION: MEMBERSHIP PROGRAM-FOOD, VENUE. AMOUNT: 31,035. DESCRIPTION: MEMBERSHIP PROGRAM-SPEAKER,HONORARIAM. AMOUNT: 2,250. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,745. DESCRIPTION: REGISTRATION FEES. AMOUNT: 120. DESCRIPTION: BOARD MEETINGS. AMOUNT: 391. TOTAL TO FORM 990-EZ, LINE 16: 38,761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVANCE DUES. BEG. OF YEAR AMOUNT: 16,000. END OF YEAR AMOUNT: 18,975.
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MOLLY BRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05033191057
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEGATUS OF PORTLAND
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0931329478
ReturnHeader/Filer/PhoneNum05033191057
ReturnHeader/Filer/USAddress/AddressLine10C/O 3928 N COLONIAL AVE
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453960543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DILORENZO & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010300 SW GREENBURG RD SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036466696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A DILORENZO
ReturnHeader/ReturnTs02014-07-14T16:34:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,834
Liabilities
$18,975
Net assets
$22,859
Revenue
$33,350
Expenses
$38,761
Net income
-$5,411
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits