Civic Intelligence

Legatus of San Francisco

EIN 77-0525615 • 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

78th percentile

25%

Higher net margin than 78% 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

94th percentile

137%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

93rd percentile

136%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,383

Down $5,592 (-18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$25,383

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$59,121

Up $15,019 (+34%) from 2023

Expenses

Up

$44,451

Up $7,096 (+19%) from 2023

Net Income

Up

$14,670

Up $7,923 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$40K$30K$20K$10K$0Assets 2016: $1Liabilities 2016: $02016Assets 2019: $7,606Liabilities 2019: $02019Assets 2020: $21,856Liabilities 2020: $02020Assets 2021: $17,617Net Assets 2021: $17,6172021Assets 2022: $24,228Liabilities 2022: $02022Assets 2023: $30,975Liabilities 2023: $02023Assets 2025: $25,383Net Assets 2025: $25,3832025

Highlighted filing

2025

Assets$25,383
Liabilities-
Net Assets$25,383
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2019: $61,511Expenses 2019: $53,905Net Income 2019: $7,6062019Revenue 2020: $50,590Expenses 2020: $36,340Net Income 2020: $14,2502020Revenue 2021: $46,597Expenses 2021: $50,836Net Income 2021: -$4,2392021Revenue 2022: $47,426Expenses 2022: $40,815Net Income 2022: $6,6112022Revenue 2023: $44,102Expenses 2023: $37,355Net Income 2023: $6,7472023Revenue 2025: $59,121Expenses 2025: $44,451Net Income 2025: $14,6702025

Highlighted filing

2025

Revenue$59,121
Expenses$44,451
Net Income$14,670
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$25,383
Liabilities
-
Net assets
$25,383
Revenue
$59,121
Expenses
$44,451
Net income
$14,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.4$25.4$59.1$44.5$14.7
2023Summary only. Only limited summary data is available for this year.$31.0$0.00$44.1$37.4$6.75
2022Summary only. Only limited summary data is available for this year.$24.2$0.00$47.4$40.8$6.61
2021Detailed filing. Detailed filing data is available for this year.$17.6$17.6$46.6$50.8$4.24
2020Summary only. Only limited summary data is available for this year.$21.9$0.00$50.6$36.3$14.3
2019Summary only. Only limited summary data is available for this year.$7.61$0.00$61.5$53.9$7.61
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
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
$59,121
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.-$44,451
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria Vickroy PeraltaPresidentPT$0--
Dan VoglVice PresidentPT$0--
Marcia JervisTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Legatus of San Francisco
EIN
77-0525615
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Marcia Jervis
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

“Meals $23513”

Other Expenses.2

“Church Donations $6100”

Other Expenses.3

“Travel costs for Speakers $1268”

Raw XML Appendix149 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/PersonNm0Marcia Jervis
IRS990EZ/BooksInCareOfDetail/PhoneNum04158474620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05968 N White Sands Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Reno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0895115625
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014670
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013570
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010713
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025383
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt059121
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt053320
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025383
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025383
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maria Vickroy Peralta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dan Vogl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marcia Jervis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030881
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/ProgramServiceExpensesAmt044451
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/TotalExpensesAmt044451
IRS990EZ/TotalProgramServiceExpensesAmt044451
IRS990EZ/TotalRevenueAmt059121
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0222267
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0222267
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046597
IRS990ScheduleA/Total509Grp/TotalAmt0222267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046597
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $23513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Church Donations $6100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel costs for Speakers $1268
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/PersonNm0Marcia Jervis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of San Francisco
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0770525615
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/ReturnTs02026-02-16T06:26:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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