Civic Intelligence

Legatus of Phoenix

EIN 20-1801631 • 501(c)3 • Ann Arbor, MI

990-N Coverage

Profile

To foster ethics in business.

PO Box 444Ann Arbor, MI 48106

www.legatus.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$41,325

Up $4,310 (+12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$41,325

Up $4,310 (+12%) from 2023

Operations

Revenue

Down

$56,670

Down $4,666 (-7.6%) from 2023

Expenses

Down

$52,360

Down $4,747 (-8.3%) from 2023

Net Income

Up

$4,310

Up $81 (+1.9%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $37,015Net Assets 2023: $37,0152023Assets 2024: $41,325Net Assets 2024: $41,3252024

Highlighted filing

2024

Assets$41,325
Liabilities-
Net Assets$41,325
Open 2024 Filing

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2023: $61,336Expenses 2023: $57,107Net Income 2023: $4,2292023Revenue 2024: $56,670Expenses 2024: $52,360Net Income 2024: $4,3102024

Highlighted filing

2024

Revenue$56,670
Expenses$52,360
Net Income$4,310
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,325
Liabilities
-
Net assets
$41,325
Revenue
$56,670
Expenses
$52,360
Net income
$4,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.3$41.3$56.7$52.4$4.31
2023Detailed filing. Detailed filing data is available for this year.$37.0$37.0$61.3$57.1$4.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 28, 2025
Return Version
2024v5.0
Gross Receipts
$56,670
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.-$52,360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bryan BradyPresident-$0--
Eva BerneyVice President-$0--
Marel BradyProgram Chair-$0--
Phil CasausTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Phoenix
EIN
20-1801631
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Phil Casaus
Title
Treasurer
Signed
2025-02-28
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 $31708”

Other Expenses.2

“Supplies $1124”

Other Expenses.3

“Reimb Speaker Costs $584”

Raw XML Appendix149 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/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt033416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030153
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $31708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $1124
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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/PhoneNum07342742519
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048106
ReturnHeader/PreparerPersonGrp/PhoneNum07342746400
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ReturnHeader/ReturnTs02025-02-28T06:52:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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