Civic Intelligence

Legatus of Charlotte

990EZ • Fiscal year 2023 • EIN 81-3128890

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 08, 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

-30%

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

22nd percentile

-23%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$40,630

Down $11,837 (-23%) from 2022

Net Assets

Down

$40,630

Down $11,837 (-23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$39,766

Down $26,555 (-40%) from 2022

Expenses

Up

$51,603

Up $7,310 (+17%) from 2022

Net Income

Down

-$11,837

Down $33,865 (-154%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$40,630
Liabilities$0
Net Assets$40,630
Open 2023 Filing

Operations Trend

Revenue Growth14th 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

2023

Revenue$39,766
Expenses$51,603
Net Income-$11,837
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 8, 2024
Return Version
2023v4.0
Gross Receipts
$39,766
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.-$51,603
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David AndersonPresident-$0--
Cari BergerTreasurer-$0--
Charlotte BrunoSecretary-$0--
Kevin ScullyMember Chair-$0--
Whitney HetzelProgram Chair-$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
2024-03-08
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 $29677”

Other Expenses.2

“Travel costs for Speakers $3326”

Other Expenses.3

“Supplies $639”

Raw XML Appendix167 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/BooksInCareOfDetail/USAddress/CityNm0Charlotte
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Anderson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kevin Scully
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Whitney Hetzel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Program Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033642
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/ProgramServiceExpensesAmt051603
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/TotalExpensesAmt051603
IRS990EZ/TotalProgramServiceExpensesAmt051603
IRS990EZ/TotalRevenueAmt039766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056965
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0247716
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt080
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0247716
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039728
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050632
IRS990ScheduleA/Total509Grp/TotalAmt0247716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039766
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050632
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0247796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $29677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel costs for Speakers $3326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $639
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Cari Berger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-08
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ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0813128890
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ann Arbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048106
ReturnHeader/PreparerPersonGrp/PhoneNum07342746400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Rzepka
ReturnHeader/ReturnTs02024-03-08T11:04:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cari
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berger
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
$40,630
Liabilities
$0
Net assets
$40,630
Revenue
$39,766
Expenses
$51,603
Net income
-$11,837
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