Civic Intelligence

Legatus of San Juan Capistrano

EIN 20-8615412 • 501(c)3 • Ann Arbor, MI

Profile

To study, live and spread the catholic faith in our business, professional and personal lives. To advance the catholic faith among its members and their families and to support and participate in the apostolistic mission of the church and the universal call to holiness.

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

79th percentile

26%

Higher net margin than 79% 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

96th percentile

249%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

90th percentile

88%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,685

Up $33,304 (+249%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$46,685

Up $33,304 (+249%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$126,586

Up $59,294 (+88%) from 2024

Expenses

Up

$93,282

Up $20,027 (+27%) from 2024

Net Income

Up

$33,304

Up $39,267 (+659%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$60K$40K$20K$0Assets 2012: $25,858Liabilities 2012: $02012Assets 2014: $21,220Net Assets 2014: $21,2202014Assets 2015: $17,739Net Assets 2015: $17,7392015Assets 2016: $17,433Net Assets 2016: $17,4332016Assets 2017: $7,615Net Assets 2017: $7,6152017Assets 2018: $33,636Liabilities 2018: $02018Assets 2019: $36,277Liabilities 2019: $02019Assets 2020: $40,399Liabilities 2020: $02020Assets 2021: $52,440Net Assets 2021: $52,4402021Assets 2022: $36,143Net Assets 2022: $36,1432022Assets 2023: $19,344Liabilities 2023: $02023Assets 2024: $13,381Net Assets 2024: $13,3812024Assets 2025: $46,685Net Assets 2025: $46,6852025

Highlighted filing

2025

Assets$46,685
Liabilities-
Net Assets$46,685
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $59,165Expenses 2012: $57,458Net Income 2012: $1,7072012Revenue 2014: $38,166Expenses 2014: $52,359Net Income 2014: -$14,1932014Revenue 2015: $31,060Expenses 2015: $34,540Net Income 2015: -$3,4802015Revenue 2016: $44,231Expenses 2016: $46,233Net Income 2016: -$2,0022016Revenue 2017: $56,871Expenses 2017: $66,689Net Income 2017: -$9,8182017Revenue 2018: $86,830Expenses 2018: $60,809Net Income 2018: $26,0212018Revenue 2019: $71,312Expenses 2019: $68,671Net Income 2019: $2,6412019Revenue 2020: $60,334Expenses 2020: $56,212Net Income 2020: $4,1222020Revenue 2021: $85,160Expenses 2021: $73,119Net Income 2021: $12,0412021Revenue 2022: $68,493Expenses 2022: $84,790Net Income 2022: -$16,2972022Revenue 2023: $61,863Expenses 2023: $78,662Net Income 2023: -$16,7992023Revenue 2024: $67,292Expenses 2024: $73,255Net Income 2024: -$5,9632024Revenue 2025: $126,586Expenses 2025: $93,282Net Income 2025: $33,3042025

Highlighted filing

2025

Revenue$126,586
Expenses$93,282
Net Income$33,304
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$46,685
Liabilities
-
Net assets
$46,685
Revenue
$126,586
Expenses
$93,282
Net income
$33,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.27$0.93$0.33
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.67$0.73$0.06
2023Summary only. Only limited summary data is available for this year.$0.19$0.00$0.62$0.79$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.36$0.68$0.85$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$0.85$0.73$0.12
2020Summary only. Only limited summary data is available for this year.$0.40$0.00$0.60$0.56$0.04
2019Summary only. Only limited summary data is available for this year.$0.36$0.00$0.71$0.69$0.03
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$0.87$0.61$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.57$0.67$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$0.44$0.46$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.31$0.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.38$0.52$0.14
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.59$0.57$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 12, 2026
Return Version
2025v4.0
Gross Receipts
$126,586
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.-$93,282
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PetilliPresident-$0--
Sam MasottoVice President-$0--
Peter SzymanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Legatus of San Juan Capistrano
EIN
20-8615412
Phone
7342742519
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Peter Szyman
Title
Treasurer
Signed
2026-03-12
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 $62531”

Other Expenses.2

“Travel costs for Speakers $8463”

Other Expenses.3

“Member Transfer $1133”

Raw XML Appendix151 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/PersonNm0Peter Szyman
IRS990EZ/BooksInCareOfDetail/PhoneNum06513245975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 Fern Canyon
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Niguel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013381
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055656
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033304
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020980
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013381
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046685
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0126586
IRS990EZ/GroupExemptionNum05127
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070930
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013381
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013381
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Petilli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sam Masotto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Peter Szyman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt072127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To foster ethics in business
IRS990EZ/PrintingPublicationsPostageAmt0175
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/ProgramServiceExpensesAmt093282
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093282
IRS990EZ/TotalProgramServiceExpensesAmt093282
IRS990EZ/TotalRevenueAmt0126586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.legatus.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0126586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061863
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt085160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0409394
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0409394
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085160
IRS990ScheduleA/Total509Grp/TotalAmt0409394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085160
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0409394
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals $62531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel costs for Speakers $8463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Member Transfer $1133
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/PersonNm0Peter Szyman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Legatus of San Juan Capistrano
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0208615412
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/ReturnTs02026-03-12T06:48:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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