Civic Intelligence

Legatus of Ann Arbor

EIN 20-3114096 • 501(c)3 • Ann Arbor, MI

Profile

To foster ethics in business

PO Box 444Ann Arbor, MI 48106

www.legatus.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$179,405

Up $43,996 (+32%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$179,405

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$141,933

Up $40,279 (+40%) from 2023

Expenses

Up

$111,844

Up $14,279 (+15%) from 2023

Net Income

Up

$30,089

Up $26,000 (+636%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$150K$100K$50K$0Assets 2015: $136,737Liabilities 2015: $02015Assets 2016: $149,977Liabilities 2016: $02016Assets 2017: $160,071Liabilities 2017: $02017Assets 2018: $179,392Liabilities 2018: $02018Assets 2019: $135,696Liabilities 2019: $02019Assets 2020: $153,101Liabilities 2020: $02020Assets 2021: $129,015Net Assets 2021: $129,0152021Assets 2022: $131,320Net Assets 2022: $131,3202022Assets 2023: $135,409Liabilities 2023: $02023Assets 2025: $179,405Net Assets 2025: $179,4052025

Highlighted filing

2025

Assets$179,405
Liabilities-
Net Assets$179,405
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $152,584Expenses 2015: $43,055Net Income 2015: $109,5292015Revenue 2016: $63,887Expenses 2016: $50,647Net Income 2016: $13,2402016Revenue 2017: $70,366Expenses 2017: $60,272Net Income 2017: $10,0942017Revenue 2018: $74,224Expenses 2018: $54,903Net Income 2018: $19,3212018Revenue 2019: $62,915Expenses 2019: $106,611Net Income 2019: -$43,6962019Revenue 2020: $54,618Expenses 2020: $37,213Net Income 2020: $17,4052020Revenue 2021: $102,002Expenses 2021: $126,088Net Income 2021: -$24,0862021Revenue 2022: $93,552Expenses 2022: $91,247Net Income 2022: $2,3052022Revenue 2023: $101,654Expenses 2023: $97,565Net Income 2023: $4,0892023Revenue 2025: $141,933Expenses 2025: $111,844Net Income 2025: $30,0892025

Highlighted filing

2025

Revenue$141,933
Expenses$111,844
Net Income$30,089
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,405
Liabilities
-
Net assets
$179,405
Revenue
$141,933
Expenses
$111,844
Net income
$30,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.79$1.79$1.42$1.12$0.30
2023Summary only. Only limited summary data is available for this year.$1.35$0.00$1.02$0.98$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.31$0.94$0.91$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.29$1.02$1.26$0.24
2020Summary only. Only limited summary data is available for this year.$1.53$0.00$0.55$0.37$0.17
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$0.63$1.07$0.44
2018Summary only. Only limited summary data is available for this year.$1.79$0.00$0.74$0.55$0.19
2017Summary only. Only limited summary data is available for this year.$1.60$0.00$0.70$0.60$0.10
2016Summary only. Only limited summary data is available for this year.$1.50$0.00$0.64$0.51$0.13
2015Summary only. Only limited summary data is available for this year.$1.37$0.00$1.53$0.43$1.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Gross Receipts
$141,933
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.-$111,844
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim BerlucchiPresident-$0--
Michael HeldVice President-$0--
Richard HendricksTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Ann Arbor
EIN
20-3114096
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Richard Hendricks
Title
Treasurer
Signed
2026-02-16
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

“Meal & Entertainment $71203”

Other Expenses.2

“Reimb Speaker Costs $4720”

Other Expenses.3

“SMI Fees $3168”

Other Expenses.4

“Flowers $2972”

Other Expenses.6

“Supplies $1187”

Other Expenses.7

“Chaplain Summit expenses $868”

Other Expenses.8

“Misc expense $484”

Raw XML Appendix166 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/PhoneNum07346493232
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03325 Brassow
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Saline
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149316
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0179405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030089
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023185
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149316
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0179405
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0141933
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08877
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0132056
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149316
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0179405
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149316
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0179405
IRS990EZ/OccupancyRentUtltsAndMaintAmt01250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Berlucchi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Held
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Hendricks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084602
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt02807
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/ProgramServiceExpensesAmt0111844
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/TotalExpensesAmt0111844
IRS990EZ/TotalProgramServiceExpensesAmt0111844
IRS990EZ/TotalRevenueAmt0141933
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0111098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0525989
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08877
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04327
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07517
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03529
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032985
IRS990ScheduleA/InvestmentIncomeCYPct00.05900
IRS990ScheduleA/InvestmentIncomePYPct00.05920
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94100
IRS990ScheduleA/PublicSupportPY509Pct00.94080
IRS990ScheduleA/PublicSupportTotal509Amt0525989
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0111098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094485
IRS990ScheduleA/Total509Grp/TotalAmt0525989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102002
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0558974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meal & Entertainment $71203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reimb Speaker Costs $4720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SMI Fees $3168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Flowers $2972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $1187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Chaplain Summit expenses $868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc expense $484
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Hendricks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Ann Arbor
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0203114096
ReturnHeader/Filer/PhoneNum07342742519
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 444
ReturnHeader/Filer/USAddress/CityNm0Ann Arbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048106
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/ReturnTs02026-02-16T09:18:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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