Civic Intelligence

Legatus of Lincoln

EIN 20-3157101 • 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

30th percentile

-10%

Higher net margin than 30% 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

28th percentile

-27%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$29,079

Down $19,248 (-40%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$29,079

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$101,177

Up $8,564 (+9.2%) from 2023

Expenses

Up

$111,682

Up $25,668 (+30%) from 2023

Net Income

Down

-$10,505

Down $17,104 (-259%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2012: $35,901Liabilities 2012: $02012Assets 2013: $52,510Liabilities 2013: $02013Assets 2014: $50,632Liabilities 2014: $02014Assets 2015: $58,002Liabilities 2015: $02015Assets 2016: $58,656Liabilities 2016: $02016Assets 2017: $57,513Liabilities 2017: $02017Assets 2018: $29,133Liabilities 2018: $02018Assets 2019: $25,352Liabilities 2019: $02019Assets 2020: $31,504Liabilities 2020: $02020Assets 2021: $31,390Net Assets 2021: $31,3902021Assets 2022: $41,728Net Assets 2022: $41,7282022Assets 2023: $48,327Liabilities 2023: $02023Assets 2025: $29,079Net Assets 2025: $29,0792025

Highlighted filing

2025

Assets$29,079
Liabilities-
Net Assets$29,079
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $76,493Expenses 2012: $71,196Net Income 2012: $5,2972012Revenue 2013: $92,648Expenses 2013: $76,039Net Income 2013: $16,6092013Revenue 2014: $83,113Expenses 2014: $84,991Net Income 2014: -$1,8782014Revenue 2015: $97,126Expenses 2015: $89,756Net Income 2015: $7,3702015Revenue 2016: $80,778Expenses 2016: $80,124Net Income 2016: $6542016Revenue 2017: $76,883Expenses 2017: $78,026Net Income 2017: -$1,1432017Revenue 2018: $51,792Expenses 2018: $80,172Net Income 2018: -$28,3802018Revenue 2019: $68,272Expenses 2019: $72,053Net Income 2019: -$3,7812019Revenue 2020: $70,929Expenses 2020: $64,777Net Income 2020: $6,1522020Revenue 2021: $77,827Expenses 2021: $77,941Net Income 2021: -$1142021Revenue 2022: $92,011Expenses 2022: $81,673Net Income 2022: $10,3382022Revenue 2023: $92,613Expenses 2023: $86,014Net Income 2023: $6,5992023Revenue 2025: $101,177Expenses 2025: $111,682Net Income 2025: -$10,5052025

Highlighted filing

2025

Revenue$101,177
Expenses$111,682
Net Income-$10,505
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$29,079
Liabilities
-
Net assets
$29,079
Revenue
$101,177
Expenses
$111,682
Net income
-$10,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.01$1.12$0.11
2023Summary only. Only limited summary data is available for this year.$0.48$0.00$0.93$0.86$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$0.92$0.82$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.78$0.78$0.00
2020Summary only. Only limited summary data is available for this year.$0.32$0.00$0.71$0.65$0.06
2019Summary only. Only limited summary data is available for this year.$0.25$0.00$0.68$0.72$0.04
2018Summary only. Only limited summary data is available for this year.$0.29$0.00$0.52$0.80$0.28
2017Summary only. Only limited summary data is available for this year.$0.58$0.00$0.77$0.78$0.01
2016Summary only. Only limited summary data is available for this year.$0.59$0.00$0.81$0.80$0.01
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.97$0.90$0.07
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.83$0.85$0.02
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.93$0.76$0.17
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.76$0.71$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 18, 2026
Return Version
2025v4.0
Gross Receipts
$101,177
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.-$111,682
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly KrierPresident-$0--
Casey BowenVice President-$0--
Robert DowneyTreasurer-$0--
Dan OldenburgSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Lincoln
EIN
20-3157101
Phone
7342742520
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Robert Downey
Title
Treasurer
Signed
2026-02-18
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 $73731”

Other Expenses.2

“Travel costs for Speakers $3948”

Other Expenses.3

“Summit Travel & Hotel $3271”

Other Expenses.4

“Program Enhancements $1402”

Other Expenses.5

“Retreat Expense for Chapter $995”

Other Expenses.6

“Supplies $891”

Other Expenses.8

“Other Expenses $155”

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Downey
IRS990EZ/BooksInCareOfDetail/PhoneNum04025604690
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02324 Scotch Pine Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincoln
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068512
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011505
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10505
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025997
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029079
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0101177
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02139
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt087533
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029079
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029079
IRS990EZ/OccupancyRentUtltsAndMaintAmt01000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Krier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Casey Bowen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Downey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dan Oldenburg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084393
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt0292
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/ProgramServiceExpensesAmt0111682
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/TotalExpensesAmt0111682
IRS990EZ/TotalProgramServiceExpensesAmt0111682
IRS990EZ/TotalRevenueAmt0101177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt081773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt092090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0442435
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0442
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03408
IRS990ScheduleA/InvestmentIncomeCYPct00.00760
IRS990ScheduleA/InvestmentIncomePYPct00.00330
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99240
IRS990ScheduleA/PublicSupportPY509Pct00.99670
IRS990ScheduleA/PublicSupportTotal509Amt0442435
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077732
IRS990ScheduleA/Total509Grp/TotalAmt0442435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077827
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0445843
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $73731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel costs for Speakers $3948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Summit Travel & Hotel $3271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Enhancements $1402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Retreat Expense for Chapter $995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Expenses $155
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Downey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Lincoln
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0203157101
ReturnHeader/Filer/PhoneNum07342742520
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/ReturnTs02026-02-18T09:42:58-08:00
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