Civic Intelligence

Legatus of Charlotte

990EZ • Fiscal year 2021 • EIN 81-3128890

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

29%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

52%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

52nd percentile

6.1%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$30,439

Up $17,331 (+132%) from 2019

Net Assets

$30,439

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$56,968

Up $6,336 (+13%) from 2019

Expenses

Down

$40,331

Down $7,941 (-16%) from 2019

Net Income

Up

$16,637

Up $14,277 (+605%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60K$40K$20K$0Assets 2016: $13,332Liabilities 2016: $02016Assets 2018: $10,748Liabilities 2018: $02018Assets 2019: $13,108Liabilities 2019: $02019Assets 2021: $30,439Liabilities 2021: $0Net Assets 2021: $30,4392021Assets 2022: $52,467Liabilities 2022: $0Net Assets 2022: $52,4672022Assets 2023: $40,630Liabilities 2023: $0Net Assets 2023: $40,6302023Assets 2024: $45,287Net Assets 2024: $45,2872024Assets 2025: $50,171Net Assets 2025: $50,1712025

Highlighted filing

2021

Assets$30,439
Liabilities$0
Net Assets$30,439
Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

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

$100K$50K$0-$50KRevenue 2016: $25,701Expenses 2016: $12,369Net Income 2016: $13,3322016Revenue 2018: $50,344Expenses 2018: $44,000Net Income 2018: $6,3442018Revenue 2019: $50,632Expenses 2019: $48,272Net Income 2019: $2,3602019Revenue 2021: $56,968Expenses 2021: $40,331Net Income 2021: $16,6372021Revenue 2022: $66,321Expenses 2022: $44,293Net Income 2022: $22,0282022Revenue 2023: $39,766Expenses 2023: $51,603Net Income 2023: -$11,8372023Revenue 2024: $65,038Expenses 2024: $60,381Net Income 2024: $4,6572024Revenue 2025: $77,774Expenses 2025: $72,890Net Income 2025: $4,8842025

Highlighted filing

2021

Revenue$56,968
Expenses$40,331
Net Income$16,637
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.0
Gross Receipts
$56,968
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.$40,331-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David AndersonPresident-$0--
Cari BergerTreasurer-$0--
Mary Ellen GustainisSecretary-$0--
Sharon KuciaMembership-$0--
Mary Catherine SurfaceProgram Chair-$0--
Fr Abbot SolariChaplain-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of Charlotte
EIN
81-3128890
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Cari Berger
Title
Treasurer
Signed
2022-04-26
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 $24103”

Other Expenses.2

“Travel costs for Speakers $1614”

Other Expenses.3

“Supplies $686”

Raw XML Appendix164 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Program Chair
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026403
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040331
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040331
IRS990EZ/TotalProgramServiceExpensesAmt040331
IRS990EZ/TotalRevenueAmt056968
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031406
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0223456
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $24103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel costs for Speakers $1614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $686
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ReturnHeader/ReturnTs02022-04-26T06:21:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,439
Liabilities
$0
Net assets
$30,439
Revenue
$56,968
Expenses
$40,331
Net income
$16,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.2$50.2$77.8$72.9$4.88
2024Detailed filing. Detailed filing data is available for this year.$45.3$45.3$65.0$60.4$4.66
2023Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$39.8$51.6$11.8
2022Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$66.3$44.3$22.0
2021Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$57.0$40.3$16.6
2019Summary only. Only limited summary data is available for this year.$13.1$0.00$50.6$48.3$2.36
2018Summary only. Only limited summary data is available for this year.$10.7$0.00$50.3$44.0$6.34
2016Summary only. Only limited summary data is available for this year.$13.3$0.00$25.7$12.4$13.3