Civic Intelligence

Legatus of San Diego

EIN 33-0795163 • 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

28th percentile

-12%

Higher net margin than 28% 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

24th percentile

-37%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

44th percentile

-8.0%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,733

Up $466 (+1.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$32,733

Up $466 (+1.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$105,169

Up $5,868 (+5.9%) from 2023

Expenses

Down

$104,703

Down $9,894 (-8.6%) from 2023

Net Income

Up

$466

Up $15,762 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2010: $30,361Liabilities 2010: $0Net Assets 2010: $30,3612010Assets 2011: $23,755Liabilities 2011: $0Net Assets 2011: $23,7552011Assets 2012: $27,132Liabilities 2012: $0Net Assets 2012: $27,1322012Assets 2013: $26,604Liabilities 2013: $0Net Assets 2013: $26,6042013Assets 2014: $42,076Liabilities 2014: $0Net Assets 2014: $42,0762014Assets 2015: $27,906Liabilities 2015: $0Net Assets 2015: $27,9062015Assets 2016: $20,751Liabilities 2016: $0Net Assets 2016: $20,7512016Assets 2017: $48,320Liabilities 2017: $0Net Assets 2017: $48,3202017Assets 2018: $61,382Liabilities 2018: $0Net Assets 2018: $61,3822018Assets 2021: $53,252Net Assets 2021: $53,2522021Assets 2022: $47,563Net Assets 2022: $47,5632022Assets 2023: $32,267Net Assets 2023: $32,2672023Assets 2024: $32,733Net Assets 2024: $32,7332024

Highlighted filing

2024

Assets$32,733
Liabilities-
Net Assets$32,733
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $55,257Expenses 2010: $44,868Net Income 2010: $10,3892010Revenue 2011: $55,490Expenses 2011: $62,096Net Income 2011: -$6,6062011Revenue 2012: $62,295Expenses 2012: $58,918Net Income 2012: $3,3772012Revenue 2013: $55,017Expenses 2013: $55,545Net Income 2013: -$5282013Revenue 2014: $70,649Expenses 2014: $55,177Net Income 2014: $15,4722014Revenue 2015: $46,084Expenses 2015: $60,254Net Income 2015: -$14,1702015Revenue 2016: $54,856Expenses 2016: $62,011Net Income 2016: -$7,1552016Revenue 2017: $82,976Expenses 2017: $55,407Net Income 2017: $27,5692017Revenue 2018: $94,618Expenses 2018: $81,556Net Income 2018: $13,0622018Revenue 2021: $72,241Expenses 2021: $78,718Net Income 2021: -$6,4772021Revenue 2022: $93,392Expenses 2022: $99,081Net Income 2022: -$5,6892022Revenue 2023: $99,301Expenses 2023: $114,597Net Income 2023: -$15,2962023Revenue 2024: $105,169Expenses 2024: $104,703Net Income 2024: $4662024

Highlighted filing

2024

Revenue$105,169
Expenses$104,703
Net Income$466
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$32,733
Liabilities
-
Net assets
$32,733
Revenue
$105,169
Expenses
$104,703
Net income
$466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.05$1.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.99$1.15$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.93$0.99$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.72$0.79$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.95$0.82$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.83$0.55$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.55$0.62$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.46$0.60$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.71$0.55$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.55$0.56$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.62$0.59$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.55$0.62$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.55$0.45$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.1
Gross Receipts
$105,169
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.-$104,703
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark ScalzoPresident-$0--
Christopher StrachanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of San Diego
EIN
33-0795163
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Christopher Strachan
Title
Treasurer
Signed
2025-04-07
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 $82409”

Other Expenses.2

“Year End Gifts $1700”

Other Expenses.3

“Misc expense $1086”

Other Expenses.4

“Travel costs for Speakers $1024”

Other Expenses.6

“Supplies $265”

Raw XML Appendix144 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/USAddress/CityNm0Encinitas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032267
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0466
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017888
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt032733
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0105169
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0105169
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032267
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032733
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032267
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christopher Strachan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086484
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt0331
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/ProgramServiceExpensesAmt0104703
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/TotalExpensesAmt0104703
IRS990EZ/TotalProgramServiceExpensesAmt0104703
IRS990EZ/TotalRevenueAmt0105169
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0435291
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0435291
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065188
IRS990ScheduleA/Total509Grp/TotalAmt0435291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065188
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $82409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Year End Gifts $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc expense $1086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel costs for Speakers $1024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $265
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0330795163
ReturnHeader/Filer/PhoneNum07342742519
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 444
ReturnHeader/Filer/USAddress/CityNm0Ann Arbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-04-07T06:36:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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