Civic Intelligence

Legatus

EIN 38-2776542 • 501(c)3 • Ann Arbor, MI

View Organization Page

Profile

Assist its members (who are leaders of businesses and organizations) to study, live and spread the Catholic Faith in their business, professional and personal lives.

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

84th percentile

0.69x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

1.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

45th percentile

2.9%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

44th percentile

4.7%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

$11,431,522

No earlier filing loaded for comparison.

Liabilities

$7,899,259

No earlier filing loaded for comparison.

Net Assets

$3,532,263

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue81st percentileNet Margin45th percentile

Revenue

$7,289,730

No earlier filing loaded for comparison.

Expenses

$7,078,351

No earlier filing loaded for comparison.

Net Income

$211,379

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,928,939Liabilities 2011: $2,411,064Net Assets 2011: $1,517,8752011Assets 2012: $4,502,639Liabilities 2012: $2,809,928Net Assets 2012: $1,692,7112012Assets 2013: $4,658,409Liabilities 2013: $2,765,521Net Assets 2013: $1,892,8882013Assets 2014: $4,933,752Liabilities 2014: $2,998,626Net Assets 2014: $1,935,1262014Assets 2015: $5,592,517Liabilities 2015: $3,789,574Net Assets 2015: $1,802,9432015Assets 2016: $4,943,464Liabilities 2016: $3,472,826Net Assets 2016: $1,470,6382016Assets 2017: $6,475,182Liabilities 2017: $4,962,426Net Assets 2017: $1,512,7562017Assets 2018: $5,675,584Liabilities 2018: $5,251,942Net Assets 2018: $423,6422018Assets 2019: $6,712,855Liabilities 2019: $5,936,920Net Assets 2019: $775,9352019Assets 2020: $5,052,216Liabilities 2020: $3,750,686Net Assets 2020: $1,301,5302020Assets 2021: $6,863,625Liabilities 2021: $4,998,280Net Assets 2021: $1,865,3452021Assets 2022: $7,998,469Liabilities 2022: $5,357,205Net Assets 2022: $2,641,2642022Assets 2024: $11,431,522Liabilities 2024: $7,899,259Net Assets 2024: $3,532,2632024

Highlighted filing

2024

Assets$11,431,522
Liabilities$7,899,259
Net Assets$3,532,263
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,938,883Expenses 2011: $3,823,885Net Income 2011: $114,9982011Revenue 2012: $4,498,960Expenses 2012: $4,403,243Net Income 2012: $95,7172012Revenue 2013: $4,339,636Expenses 2013: $4,375,558Net Income 2013: -$35,9222013Revenue 2014: $4,611,946Expenses 2014: $4,637,501Net Income 2014: -$25,5552014Revenue 2015: $5,180,145Expenses 2015: $5,229,415Net Income 2015: -$49,2702015Revenue 2016: $5,243,311Expenses 2016: $5,590,273Net Income 2016: -$346,9622016Revenue 2017: $6,319,912Expenses 2017: $6,461,383Net Income 2017: -$141,4712017Revenue 2018: $5,015,512Expenses 2018: $5,777,208Net Income 2018: -$761,6962018Revenue 2019: $5,343,777Expenses 2019: $5,330,297Net Income 2019: $13,4802019Revenue 2020: $5,245,255Expenses 2020: $4,822,535Net Income 2020: $422,7202020Revenue 2021: $5,856,045Expenses 2021: $5,474,139Net Income 2021: $381,9062021Revenue 2022: $6,647,329Expenses 2022: $5,540,944Net Income 2022: $1,106,3852022Revenue 2024: $7,289,730Expenses 2024: $7,078,351Net Income 2024: $211,3792024

Highlighted filing

2024

Revenue$7,289,730
Expenses$7,078,351
Net Income$211,379
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,431,522
Liabilities
$7,899,259
Net assets
$3,532,263
Revenue
$7,289,730
Expenses
$7,078,351
Net income
$211,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$7.90$3.53$7.29$7.08$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.00$5.36$2.64$6.65$5.54$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$5.00$1.87$5.86$5.47$0.38
2020Summary only. Only limited summary data is available for this year.$5.05$3.75$1.30$5.25$4.82$0.42
2019Summary only. Only limited summary data is available for this year.$6.71$5.94$0.78$5.34$5.33$0.01
2018Summary only. Only limited summary data is available for this year.$5.68$5.25$0.42$5.02$5.78$0.76
2017Summary only. Only limited summary data is available for this year.$6.48$4.96$1.51$6.32$6.46$0.14
2016Summary only. Only limited summary data is available for this year.$4.94$3.47$1.47$5.24$5.59$0.35
2015Summary only. Only limited summary data is available for this year.$5.59$3.79$1.80$5.18$5.23$0.05
2014Summary only. Only limited summary data is available for this year.$4.93$3.00$1.94$4.61$4.64$0.03
2013Summary only. Only limited summary data is available for this year.$4.66$2.77$1.89$4.34$4.38$0.04
2012Summary only. Only limited summary data is available for this year.$4.50$2.81$1.69$4.50$4.40$0.10
2011Summary only. Only limited summary data is available for this year.$3.93$2.41$1.52$3.94$3.82$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$7,289,730
Mission and Program Overview

Mission

Assist its members (who are leaders of businesses and organizations) to study, live and spread the Catholic Faith in their business, professional and personal lives.

To develop and promote business ethics and support an intimate union between faith and life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,086,677$9,082,038▲ $1,995,361
Cash and Non-Interest-Bearing Accounts$1,536,943$1,183,254▼ $353,689
Prepaid Expenses and Deferred Charges$810,561$863,192▲ $52,631
Land, Buildings, and Equipment, Net$292,948$196,768▼ $96,180
Accounts Receivable$89,240$61,779▼ $27,461
Inventories for Sale or Use$49,365$44,491▼ $4,874
Total Assets$9,865,734$11,431,522▲ $1,565,788
Liabilities
Deferred Revenue$4,463,691$5,232,945▲ $769,254
Accounts Payable and Accrued Expenses$2,010,122$2,450,033▲ $439,911
Other Liabilities$241,451$216,281▼ $25,170
Total Liabilities$6,715,264$7,899,259▲ $1,183,995
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,219,305$2,566,506▲ $347,201
Net Assets With Donor Restrictions$931,165$965,757▲ $34,592
Total Net Assets Fund Balance$3,150,470$3,532,263▲ $381,793
Total Liabilities and Net Assets / Fund Balance$9,865,734$11,431,522▲ $1,565,788

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$196,768$158,221$354,989

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,907,625$34,592▲ $194,394-$3,136,611
2023$2,522,368$15,640▲ $369,617-$2,907,625
2022$2,751,054$12,192▼ $240,878-$2,522,368
2021$2,155,496$29,410▲ $566,148-$2,751,054
2020$2,163,631$10,620▲ $291,559$-310,314$2,155,496
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen HenleyPresidentFT$246,021$71,721$317,742
Paul RzepkaCFOFT$153,662$38,174$191,836
Joseph GiacaloneAccount MgrFT$117,251$28,474$145,725
Amy DillonReg V/P Southeast RegionFT$138,081$7,555$145,636
Kenneth DarnellRegional V/P Central RegioFT$121,029$24,136$145,165
Laura SachaCOOFT$134,359$7,279$141,638
Steven IngramRegional V/P Northeast RegFT$101,463$27,582$129,045

Board Members and Trustees

NameTitle
Thomas S MonaghanFounder & Chairman
S Craig HenryVice Chair & Secretary/Director
Bernarda NealDirector
Diana ParentDirector
Jim AkersDirector
Judy DunnDirector
Lusant OrdonezDirector
Mark R ScaliseDirector
Pobert J PliskaDirector
Tom VanDorpeDirector
Rev Frank J CaggianoNon-voting Director
Rev Jose GomezNon-voting Director
James P SarniTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$4,581,697
Program Service Revenue
$2,298,679
Investment Income
$327,639
Other Revenue
$81,715
All Other Contributions
$53,460
Change in Net Assets
$211,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,289,730
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$170,414
Total Revenue per Audited Statements
$7,460,144
Total Revenue per Form 990
$7,289,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,023,844
Salaries, Compensation, and Employee Benefits$3,054,507
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,284,744$710,830-$1,995,574
Conferences and Meetings$1,539,363$31,873-$1,571,236
Current Officers, Directors, Trustees, and Key Employees-$451,683-$451,683
Travel$293,974$39,036-$333,010
Other Employee Benefits$141,640$183,080-$324,720
Office Expenses$90,349$137,854-$228,203
Fees for Services Management$100,850$101,785-$202,635
Payroll Taxes$101,835$100,798-$202,633
Information Technology-$116,091-$116,091
Advertising$38,543$63,738-$102,281
Pension Plan Contributions$35,589$44,308-$79,897
Occupancy-$79,423-$79,423
Other Expenses$56,570$160,312-$56,570
Depreciation Depletion-$23,272-$23,272
Insurance-$14,903-$14,903
Fees for Services Legal-$415-$415
Total Functional Expenses$4,798,303$2,280,048$0$7,078,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,078,351
Total Expenses per Audited Statements$7,078,351
Total Expenses per Form 990$7,078,351
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
2
Employees
2
Spending
$70,620

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America Region - MexicoProgram and membership services.The national office provides staff support, resources, a magazine and assistance with membership.11$39,441
North America Region - Toronto,Program and membership services.The national office provides staff support, resources, a magazine and assistance with membership.11$31,179
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Mr. Monaghan is a board member of Legatus and a partner of DFOPLegatus rents office space for $79,423 from DFOP.No$79,423
-Mr. Monaghan is a board member of Legatus and TAMFLegatus paid The Ave Maria Foundation $40,286 for reimbursement of professional services.No$40,286
-Mr. Monaghan is a board member of Legatus and a board member of MCFLegatus contributed $2,450 to MCFNo$2,450
-Mr. Monaghan is a board member of Legatus and a sole shareholder of DFCLegatus paid DFC $777 for office suppliesNo$777
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current & long term leases$157,525
Due to Endowment from Operating fund$58,756
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Legatus is a membership organization representing business and organization leaders throughout the U.S. and around the world.”

Form 990, Part VI, Section A, line 7A

“The Nominating Committee of the Board of Governors select candidates that are voted and elected by the Board of Governors.”

Form 990, Part VI, Section B, line 11B

“Form 990 is reviewed by the Chief Financial Officer and forwarded to the President prior to signing.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest issues are reviewed at least annually at Board of Governors meetings with legal counsel present.”

Form 990, Part VI, Section B, line 15

“An independent committee of the Board of Governors annually reviews the compensation of the President and key employees. The recommendation is then taken to the board for approval.”

Form 990, Part VI, Section C, line 19

“All required governing documents and financial statements are made available to the public upon request during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Legatus
EIN
38-2776542
Phone
7342746400
Address
PO Box 444, Ann Arbor, MI 48106

Signing Officer

Name
Paul Rzepka
Title
Chief Financial Officer
Phone
7347246400
Signed
2025-11-14

Organization Details

Principal Officer
Paul Rzepka
Formed
1987
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
43
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“There has not been any changes since the previous year report.”

Financial Statement Notes

Part V, Line 4:

“Endowment contributions are permanently restricted by the donors for the continuation of Legatus mission. Income from endowment investments is unrestricted for future chapter growth and development.”

Raw XML AppendixShowing 400 of 686 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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IRS990/Form990PartVIISectionAGrp/PersonNm0Thomas S Monaghan
IRS990/Form990PartVIISectionAGrp/PersonNm1Lusant Ordonez
IRS990/Form990PartVIISectionAGrp/PersonNm2Pobert J Pliska
IRS990/Form990PartVIISectionAGrp/PersonNm3S Craig Henry
IRS990/Form990PartVIISectionAGrp/PersonNm4Rev Frank J Caggiano
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm6Jim Akers
IRS990/Form990PartVIISectionAGrp/PersonNm7Tom VanDorpe
IRS990/Form990PartVIISectionAGrp/PersonNm8Diana Parent
IRS990/Form990PartVIISectionAGrp/PersonNm9Bernarda Neal
IRS990/Form990PartVIISectionAGrp/PersonNm10Rev Jose Gomez
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark R Scalise
IRS990/Form990PartVIISectionAGrp/PersonNm12James P Sarni
IRS990/Form990PartVIISectionAGrp/PersonNm13Stephen Henley
IRS990/Form990PartVIISectionAGrp/PersonNm14Amy Dillon
IRS990/Form990PartVIISectionAGrp/PersonNm15Paul Rzepka
IRS990/Form990PartVIISectionAGrp/PersonNm16Kenneth Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm17Laura Sacha
IRS990/Form990PartVIISectionAGrp/PersonNm18Steven Ingram
IRS990/Form990PartVIISectionAGrp/PersonNm19Joseph Giacalone
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair & Secretary/Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt4Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Reg V/P Southeast Region
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Regional V/P Central Regio
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO
IRS990/Form990PartVIISectionAGrp/TitleTxt18Regional V/P Northeast Reg
IRS990/Form990PartVIISectionAGrp/TitleTxt19Account Mgr
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03928056
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