Civic Intelligence

Legatus

EIN 59-3181272 • 501(c)3 • Ann Arbor, MI

Profile

Promote christian morals and ethics in business.

PO Box 444Ann Arbor, MI 48106

n/A

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

38th percentile

-3.6%

Higher net margin than 38% 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

49th percentile

-2.4%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

46th percentile

-6.3%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$182,310

Up $28,354 (+18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$182,310

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$123,596

Up $15,520 (+14%) from 2023

Expenses

Up

$127,992

Up $59,258 (+86%) from 2023

Net Income

Down

-$4,396

Down $43,738 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2010: $68,712Net Assets 2010: $68,7122010Assets 2011: $89,271Net Assets 2011: $89,2712011Assets 2012: $58,304Liabilities 2012: $0Net Assets 2012: $58,3042012Assets 2013: $57,367Liabilities 2013: $28,270Net Assets 2013: $29,0972013Assets 2014: $47,073Liabilities 2014: $21,871Net Assets 2014: $25,2022014Assets 2015: $52,489Liabilities 2015: $27,8952015Assets 2016: $78,914Liabilities 2016: $49,040Net Assets 2016: $29,8742016Assets 2017: $56,278Liabilities 2017: $02017Assets 2018: $57,391Liabilities 2018: $02018Assets 2019: $53,414Liabilities 2019: $41,2622019Assets 2020: $58,645Liabilities 2020: $02020Assets 2021: $90,730Net Assets 2021: $90,7302021Assets 2022: $114,614Net Assets 2022: $114,6142022Assets 2023: $153,956Liabilities 2023: $02023Assets 2025: $182,310Net Assets 2025: $182,3102025

Highlighted filing

2025

Assets$182,310
Liabilities-
Net Assets$182,310
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $31,616Expenses 2010: $46,919Net Income 2010: -$15,3032010Revenue 2011: $62,886Expenses 2011: $42,327Net Income 2011: $20,5592011Revenue 2012: $50,200Expenses 2012: $81,167Net Income 2012: -$30,9672012Revenue 2013: $56,008Expenses 2013: $85,215Net Income 2013: -$29,2072013Revenue 2014: $90,025Expenses 2014: $93,920Net Income 2014: -$3,8952014Revenue 2015: $78,073Expenses 2015: $78,681Net Income 2015: -$6082015Revenue 2016: $139,296Expenses 2016: $133,766Net Income 2016: $5,5302016Revenue 2017: $141,856Expenses 2017: $115,452Net Income 2017: $26,4042017Revenue 2018: $119,963Expenses 2018: $118,850Net Income 2018: $1,1132018Revenue 2019: $70,553Expenses 2019: $72,005Net Income 2019: -$1,4522019Revenue 2020: $74,242Expenses 2020: $69,511Net Income 2020: $4,7312020Revenue 2021: $115,693Expenses 2021: $83,608Net Income 2021: $32,0852021Revenue 2022: $150,216Expenses 2022: $126,332Net Income 2022: $23,8842022Revenue 2023: $108,076Expenses 2023: $68,734Net Income 2023: $39,3422023Revenue 2025: $123,596Expenses 2025: $127,992Net Income 2025: -$4,3962025

Highlighted filing

2025

Revenue$123,596
Expenses$127,992
Net Income-$4,396
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$182,310
Liabilities
-
Net assets
$182,310
Revenue
$123,596
Expenses
$127,992
Net income
-$4,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$1.82$1.24$1.28$0.04
2023Summary only. Only limited summary data is available for this year.$1.54$0.00$1.08$0.69$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.50$1.26$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.91$1.16$0.84$0.32
2020Summary only. Only limited summary data is available for this year.$0.59$0.00$0.74$0.70$0.05
2019Summary only. Only limited summary data is available for this year.$0.53$0.41$0.71$0.72$0.01
2018Summary only. Only limited summary data is available for this year.$0.57$0.00$1.20$1.19$0.01
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$1.42$1.15$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.49$0.30$1.39$1.34$0.06
2015Summary only. Only limited summary data is available for this year.$0.52$0.28$0.78$0.79$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.22$0.25$0.90$0.94$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.28$0.29$0.56$0.85$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.50$0.81$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$0.63$0.42$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$0.32$0.47$0.15
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
$123,596
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.-$127,992
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine JubeltPresident-$0--
Scot DavisVice President-$0--
Robert ByrneTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Orlando
EIN
59-3181272
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Robert Byrne
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 $86095”

Other Expenses.2

“Travel costs for Speakers $6460”

Other Expenses.3

“Supplies $3942”

Raw XML Appendix147 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 Byrne
IRS990EZ/BooksInCareOfDetail/PhoneNum04075389526
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02605 Cochise Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winter Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032789
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0182310
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01401
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4396
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182310
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0123596
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05746
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0116449
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186706
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0182310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186706
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0182310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine Jubelt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scot Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Byrne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt096497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
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/ProgramServiceExpensesAmt0127992
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/TotalExpensesAmt0127992
IRS990EZ/TotalProgramServiceExpensesAmt0127992
IRS990EZ/TotalRevenueAmt0123596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0131892
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0108076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0150216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0115693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0623727
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05746
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05746
IRS990ScheduleA/InvestmentIncomeCYPct00.00910
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99090
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0623727
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131892
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115693
IRS990ScheduleA/Total509Grp/TotalAmt0623727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0123596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115693
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0629473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $86095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel costs for Speakers $6460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $3942
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Byrne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of Orlando
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0593181272
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/ReturnTs02026-02-18T04:32:59-08:00
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