Civic Intelligence

Legatus of Genesis

990EZ • Fiscal year 2023 • EIN 38-3061600

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 29, 2024

Organization Profilewww.legatus.org
PO Box 444Ann Arbor, MI 48106

(734) 274-2519

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-29%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$68,576

Down $28,287 (-29%) from 2022

Net Assets

Down

$68,576

Down $28,287 (-29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$96,841

Down $32,085 (-25%) from 2022

Expenses

Down

$125,128

Down $5,422 (-4.2%) from 2022

Net Income

Down

-$28,287

Down $26,663 (-1642%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $23,169Liabilities 2011: $02011Assets 2012: $34,948Liabilities 2012: $02012Assets 2013: $41,308Liabilities 2013: $02013Assets 2014: $51,716Liabilities 2014: $02014Assets 2015: $44,462Liabilities 2015: $0Net Assets 2015: $44,4622015Assets 2016: $50,644Liabilities 2016: $02016Assets 2017: $44,834Liabilities 2017: $0Net Assets 2017: $44,8342017Assets 2018: $67,552Liabilities 2018: $02018Assets 2019: $68,912Liabilities 2019: $0Net Assets 2019: $68,9122019Assets 2020: $81,231Liabilities 2020: $0Net Assets 2020: $81,2312020Assets 2021: $98,487Liabilities 2021: $0Net Assets 2021: $98,4872021Assets 2022: $96,863Liabilities 2022: $0Net Assets 2022: $96,8632022Assets 2023: $68,576Liabilities 2023: $0Net Assets 2023: $68,5762023

Highlighted filing

2023

Assets$68,576
Liabilities$0
Net Assets$68,576
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $53,936Expenses 2011: $77,584Net Income 2011: -$23,6482011Revenue 2012: $92,124Expenses 2012: $80,346Net Income 2012: $11,7782012Revenue 2013: $92,464Expenses 2013: $86,104Net Income 2013: $6,3602013Revenue 2014: $99,015Expenses 2014: $88,607Net Income 2014: $10,4082014Revenue 2015: $81,158Expenses 2015: $88,412Net Income 2015: -$7,2542015Revenue 2016: $102,831Expenses 2016: $96,649Net Income 2016: $6,1822016Revenue 2017: $92,690Expenses 2017: $98,500Net Income 2017: -$5,8102017Revenue 2018: $130,827Expenses 2018: $108,109Net Income 2018: $22,7182018Revenue 2019: $116,705Expenses 2019: $115,345Net Income 2019: $1,3602019Revenue 2020: $70,638Expenses 2020: $58,319Net Income 2020: $12,3192020Revenue 2021: $109,938Expenses 2021: $92,682Net Income 2021: $17,2562021Revenue 2022: $128,926Expenses 2022: $130,550Net Income 2022: -$1,6242022Revenue 2023: $96,841Expenses 2023: $125,128Net Income 2023: -$28,2872023

Highlighted filing

2023

Revenue$96,841
Expenses$125,128
Net Income-$28,287
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 29, 2024
Return Version
2023v4.0
Gross Receipts
$96,841
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.-$125,128
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rich CroninPresident-$0--
Mike CarpenterVice President-$0--
Joe KunkleProgram Chair-$0--
Terry ThomasTreasurer-$0--
Dick FaistSecretary-$0--
Mark BigelowMember Chair-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Genesis
EIN
38-3061600
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Terry Thomas
Title
Treasurer
Signed
2024-02-29
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 $90041”

Other Expenses.2

“Flowers $5953”

Other Expenses.3

“Summit for Chaplain $2330”

Other Expenses.4

“Reimb Speaker Costs $1033”

Other Expenses.5

“Supplies $284”

Raw XML Appendix169 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/PersonNm0Terry Thomas
IRS990EZ/BooksInCareOfDetail/PhoneNum06149466748
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04403 Cranberry Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sylvania
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096863
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068576
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28287
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096863
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068576
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt096841
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01207
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt095634
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096863
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068576
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096863
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068576
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rich Cronin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joe Kunkle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Terry Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dick Faist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mark Bigelow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Program Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt099641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business.
IRS990EZ/PrintingPublicationsPostageAmt087
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/ProgramServiceExpensesAmt0125128
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/TotalExpensesAmt0125128
IRS990EZ/TotalProgramServiceExpensesAmt0125128
IRS990EZ/TotalRevenueAmt096841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt095634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0103040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0108063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500543
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01207
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01207
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt0500543
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0103040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108063
IRS990ScheduleA/Total509Grp/TotalAmt0500543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0103040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0108063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0501750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $90041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Flowers $5953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Summit for Chaplain $2330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reimb Speaker Costs $1033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $284
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terry Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Genesis
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0383061600
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/ReturnTs02024-02-29T04:35:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Terry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Thomas
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,576
Liabilities
$0
Net assets
$68,576
Revenue
$96,841
Expenses
$125,128
Net income
-$28,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.97$1.25$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.29$1.31$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.10$0.93$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.71$0.58$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.17$1.15$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$1.31$1.08$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.93$0.99$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$1.03$0.97$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.81$0.88$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.99$0.89$0.10
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.92$0.86$0.06
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.92$0.80$0.12
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.54$0.78$0.24