Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Legatus of Milwaukee
EIN 91-2070220 • 501(c)3 • Milwaukee, WI
Profile
Foster Ethics in Business
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.56x
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Balance Sheet
Assets
Up$61,948
Up $10,084 (+19%) from 2023
Liabilities
Down$34,930
Down $6,477 (-16%) from 2023
Net Assets
Up$27,018
Up $16,561 (+158%) from 2023
Revenue
Up$88,209
Up $27,736 (+46%) from 2023
Expenses
Up$71,648
Up $2,968 (+4.3%) from 2023
Net Income
Up$16,561
Up $24,768 (+302%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $61,948
- Liabilities
- $34,930
- Net assets
- $27,018
- Revenue
- $88,209
- Expenses
- $71,648
- Net income
- $16,561
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Mar 6, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $88,209
Mission and Program Overview
Mission
Foster Ethics in Business
Program Services
| Description | Grants | Expenses |
|---|---|---|
| To Study Live snd Spread the Catholic Faith in our Businesses, Professional and Personal Lives. Local Chapter of Legatus holds monthly meetings where individuals speak on a variety of topics. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Micheal Schultz | President | - | $0 | - | - |
| Rick Schmidt | Director | - | $0 | - | - |
| Jill Gahn | Secretary | - | $0 | - | - |
| Bill Coleman | Treasurer | - | $0 | - | - |
| Stacy Gauthier | Director | - | $0 | - | - |
| Theresa Jace | Past President | - | $0 | - | - |
| Jim Lenahan | Director | - | $0 | - | - |
| Frank Stangl | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Legatus of Milwaukee
- EIN
- 91-2070220
- Phone
- 2622421910
- Address
- CO 7127 N GREEN BAY AVE, MILWAUKEE, WI 53209
Signing Officer
- Name
- William Coleman
- Title
- Treasurer
- Phone
- 2622421910
- Signed
- 2025-03-06
Preparer
- Firm
- Coleman & Williams
- Address
- 7127 N GREEN BAY AVENUE, MILWAUKEE, WI 53209
- Preparer
- William B Coleman
- Phone
- 4142780170
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: Dinner Guest Fees. Amount: 1,185. Description: Board Breakfast Fees. Amount: 100. Description: Interest. Amount: 15. Description: Other. Amount: 5,642. Description: Investment Income. Amount: 700. Total to Form 990-EZ, line 8: 7,642.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Chapter Coordinator Fees. Amount: 14,880. Description: Dinner Meeting. Amount: 47,777. Description: Organist/Pianist. Amount: 1,050. Description: Speakers Honorarium. Amount: 3,612. Description: Member Service. Amount: 328. Description: Recruitment Dinner Guests. Amount: 1,701. Description: Out of Chapter Dinner Meeting. Amount: 2,300. Total to Form 990-EZ, line 16: 71,648.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Prepaid Expenses. Beg. of Year Amount: 100. End of Year Amount: 100.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Deferred Revenue. Beg. of Year Amount: 41,407. End of Year Amount: 34,930.”
Raw XML Appendix176 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | COLEMAN & WILLIAMS LTD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142780170 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7127 N GREEN BAY AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Milwaukee |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53209 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 51764 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 61848 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 16561 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 51864 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 61948 |
| IRS990EZ/GrossReceiptsAmt | 0 | 88209 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 80567 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 10457 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 27018 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 10457 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 27018 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Micheal Schultz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Rick Schmidt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jill Gahn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Bill Coleman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Stacy Gauthier |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Theresa Jace |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Jim Lenahan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Frank Stangl |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 100 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 100 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 71648 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 7642 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Foster Ethics in Business |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | To Study Live snd Spread the Catholic Faith in our Businesses, Professional and Personal Lives. Local Chapter of Legatus holds monthly meetings where individuals speak on a variety of topics. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 41407 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 34930 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 71648 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 88209 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.legatus.org |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 43107 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49607 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 92714 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 47 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 16 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 31 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 47 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00050 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00070 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99950 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99930 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 92714 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 43107 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49607 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 92714 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 43123 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 49638 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 92761 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Dinner Guest Fees. Amount: 1,185. Description: Board Breakfast Fees. Amount: 100. Description: Interest. Amount: 15. Description: Other. Amount: 5,642. Description: Investment Income. Amount: 700. Total to Form 990-EZ, line 8: 7,642. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Chapter Coordinator Fees. Amount: 14,880. Description: Dinner Meeting. Amount: 47,777. Description: Organist/Pianist. Amount: 1,050. Description: Speakers Honorarium. Amount: 3,612. Description: Member Service. Amount: 328. Description: Recruitment Dinner Guests. Amount: 1,701. Description: Out of Chapter Dinner Meeting. Amount: 2,300. Total to Form 990-EZ, line 16: 71,648. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Prepaid Expenses. Beg. of Year Amount: 100. End of Year Amount: 100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Deferred Revenue. Beg. of Year Amount: 41,407. End of Year Amount: 34,930. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | William Coleman |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2622421910 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-03-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LEGATUS OF MILWAUKEE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LEGA |
| ReturnHeader/Filer/EIN | 0 | 912070220 |
| ReturnHeader/Filer/PhoneNum | 0 | 2622421910 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | CO 7127 N GREEN BAY AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53209 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391658905 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | COLEMAN & WILLIAMS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7127 N GREEN BAY AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53209 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4142780170 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | William B Coleman |
| ReturnHeader/ReturnTs | 0 | 2025-03-06T15:13:18-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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