Civic Intelligence

Legatus

990EZ • Fiscal year 2014 • EIN 93-1329478

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization ProfileN/A
C/O 3928 N Colonial AvePortland, OR 97227

(503) 319-1057

Siviq Scores

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

Liabilities / Assets

90th percentile

0.58x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.70x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$29,465

Down $12,369 (-30%) from 2013

Net Assets

Down

$12,330

Down $10,529 (-46%) from 2013

Liabilities

Down

$17,135

Down $1,840 (-9.7%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin9th percentile

Revenue

Down

$24,352

Down $8,998 (-27%) from 2013

Expenses

Down

$34,881

Down $3,880 (-10%) from 2013

Net Income

Down

-$10,529

Down $5,118 (-95%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2014

Assets$29,465
Liabilities$17,135
Net Assets$12,330
Open 2014 Filing

Operations Trend

Revenue Growth18th 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

2014

Revenue$24,352
Expenses$34,881
Net Income-$10,529
Open 2014 Filing
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 Pay74th 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MOLLY BRADY
IRS990EZ/BooksInCareOfDetail/PhoneNum05033191057
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03928 N COLONIAL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0972271008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041834
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029465
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10529
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041834
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029465
IRS990EZ/GrossReceiptsAmt024352
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt024352
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022859
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022859
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK DUFFY
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/OtherExpensesTotalAmt034881
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 26 DUES PAYING MEMBERS AT 12/31/14.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018975
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017135
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034881
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt024352
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181999
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0181999
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041090
IRS990ScheduleA/Total509Grp/TotalAmt0181999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041090
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0181999
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,465
Liabilities
$17,135
Net assets
$12,330
Revenue
$24,352
Expenses
$34,881
Net income
-$10,529
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