Civic Intelligence

Legatus

990 • Fiscal year 2022 • EIN 38-2776542

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profilewww.legatus.org

View Organization Page

PO Box 444Ann Arbor, MI 48106

(734) 274-6400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.67x

Higher debt load relative to assets than 86% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.81x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

89th percentile

$300,493

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$7,998,469

Up $1,134,844 (+17%) from 2021

Net Assets

Up

$2,641,264

Up $775,919 (+42%) from 2021

Liabilities

Up

$5,357,205

Up $358,925 (+7.2%) from 2021

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin66th percentile

Revenue

Up

$6,647,329

Up $791,284 (+14%) from 2021

Expenses

Up

$5,540,944

Up $66,805 (+1.2%) from 2021

Net Income

Up

$1,106,385

Up $724,479 (+190%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2022

Assets$7,998,469
Liabilities$5,357,205
Net Assets$2,641,264
Open 2022 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$6,647,329
Expenses$5,540,944
Net Income$1,106,385
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$6,647,329
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
Cash and Non-Interest-Bearing Accounts$3,288,049$3,928,947▲ $640,898
Investments in Publicly Traded Securities$2,857,661$2,632,971▼ $224,690
Prepaid Expenses and Deferred Charges$536,485$583,492▲ $47,007
Accounts Receivable$108,988$464,455▲ $355,467
Land, Buildings, and Equipment, Net$55,779$374,351▲ $318,572
Inventories for Sale or Use$16,663$14,253▼ $2,410
Total Assets$6,863,625$7,998,469▲ $1,134,844
Liabilities
Deferred Revenue$3,668,427$3,765,153▲ $96,726
Accounts Payable and Accrued Expenses$929,926$1,269,819▲ $339,893
Unsecured Notes Loans Payable$399,927--
Other Liabilities$0$322,233▲ $322,233
Total Liabilities$4,998,280$5,357,205▲ $358,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$962,012$1,725,739▲ $763,727
Net Assets With Donor Restrictions$903,333$915,525▲ $12,192
Total Net Assets Fund Balance$1,865,345$2,641,264▲ $775,919
Total Liabilities and Net Assets / Fund Balance$6,863,625$7,998,469▲ $1,134,844

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$374,351$586,059$960,410

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$1,768,970$20,290▲ $374,371-$2,163,631
2018$1,814,528$17,044▼ $62,602-$1,768,970
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen HenleyPresidentFT$272,413$28,080$300,493
Paul RzepkaCFOFT$150,973$22,953$173,926
Nathaniel WineGreat Lakes Region DirectoFT$127,145$23,496$150,641
Kenneth DarnellCentral Region DirectorFT$125,823$21,407$147,230
Amy DillonSoutheast Region DirectorFT$140,409$6,696$147,105
Laura SachaDevelopmentFT$134,251$7,737$141,988

Board Members and Trustees

NameTitle
Thomas S MonaghanFounder & Chairman
Christopher S McMahonVice Chair/Director
Diana ParentDirector
James P SarniDirector
Jerry R JonesDirector
Mark R ScaliseDirector
Randall W HammondDirector
S Craig HenryDirector
Sean J BellewDirector
Rev Jose GomezNon-voting Director
Rev Sam JacobsNon-voting Director
Bernarda NealSecretary/Director
Troy L KingTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,928,056
Program Service Revenue
$1,755,997
Investment Income
$84,931
Other Revenue
$878,345
All Other Contributions
$40,591
Change in Net Assets
$1,106,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,647,329
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-330,466
Total Revenue per Audited Statements
$6,316,863
Total Revenue per Form 990
$6,647,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,999,661
Salaries, Compensation, and Employee Benefits$2,541,283
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,060,117$580,534-$1,640,651
Conferences and Meetings$1,425,968$48,163-$1,474,131
Current Officers, Directors, Trustees, and Key Employees-$423,386-$423,386
Fees for Services Management$187,956$137,750-$325,706
Office Expenses$162,436$89,716-$252,152
Other Employee Benefits$124,890$115,099-$239,989
Payroll Taxes$92,030$69,351-$161,381
Information Technology-$131,028-$131,028
Other Expenses$78,268$86,732-$78,268
Pension Plan Contributions$37,572$38,304-$75,876
Occupancy-$75,703-$75,703
Advertising$29,591$40,658-$70,249
All Other Expenses$25,000--$25,000
Insurance-$19,302-$19,302
Depreciation Depletion-$17,993-$17,993
Fees for Services Legal-$13,092-$13,092
Total Functional Expenses$3,630,469$1,910,475$0$5,540,944

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,540,944
Total Expenses per Audited Statements$5,540,944
Total Expenses per Form 990$5,540,944
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 $75,703 from DFOP.No$75,703
-Mr. Monaghan is a board member of Legatus and TAMFLegatus paid The Ave Maria Foundation $32,750 for reimbursement of professional services.No$32,750
-Mr. Monaghan is a board member of Legatus and a board member of MCFLegatus contributed $500 to MCFNo$500
-Mr. Monaghan is a board member of Legatus and a sole shareholder of DFCLegatus paid DFC $105 for office supplies and telephoneNo$105
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current & long term leases$322,233
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
2023-11-14

Organization Details

Principal Officer
Paul Rzepka
Formed
1987
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
40
Volunteers
0
Supplemental Narrative

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.”

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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/PersonNm8Diana Parent
IRS990/Form990PartVIISectionAGrp/PersonNm9Bernarda Neal
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IRS990/Form990PartVIISectionAGrp/PersonNm11Mark R Scalise
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IRS990/Form990PartVIISectionAGrp/PersonNm13Stephen Henley
IRS990/Form990PartVIISectionAGrp/PersonNm14Amy Dillon
IRS990/Form990PartVIISectionAGrp/PersonNm15Paul Rzepka
IRS990/Form990PartVIISectionAGrp/PersonNm16Kenneth Darnell
IRS990/Form990PartVIISectionAGrp/PersonNm17Nathaniel Wine
IRS990/Form990PartVIISectionAGrp/PersonNm18Laura Sacha
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Founder & Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Southeast Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Central Region Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Great Lakes Region Directo
IRS990/Form990PartVIISectionAGrp/TitleTxt18Development
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06647329
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0131028
IRS990/InformationTechnologyGrp/TotalAmt0131028
IRS990/InsuranceGrp/ManagementAndGeneralAmt019302
IRS990/InsuranceGrp/TotalAmt019302
IRS990/InventoriesForSaleOrUseGrp/BOYAmt016663
IRS990/InventoriesForSaleOrUseGrp/EOYAmt014253
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt084931
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084931
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02857661
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02632971
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0586059
IRS990/LandBldgEquipBasisNetGrp/BOYAmt055779
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0374351
IRS990/LandBldgEquipCostOrOtherBssAmt0960410
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03887465
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt04931
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04931
IRS990/MissionDesc0Assist its members (who are leaders of businesses and organizations) to study, live and spread the Catholic Faith in their business, professional and personal lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01865345
IRS990/NetAssetsOrFundBalancesEOYAmt02641264
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-330466
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0962012
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01725739
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt075703
IRS990/OccupancyGrp/TotalAmt075703
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089716
IRS990/OfficeExpensesGrp/ProgramServicesAmt0162436
IRS990/OfficeExpensesGrp/TotalAmt0252152
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0115099
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0124890
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0239989
IRS990/OtherExpensesGrp/Desc0Direct chapter support
IRS990/OtherExpensesGrp/Desc1Other expenses
IRS990/OtherExpensesGrp/Desc2Credit card discount fe
IRS990/OtherExpensesGrp/Desc3Events and decor
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023664
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt186732
IRS990/OtherExpensesGrp/ProgramServicesAmt0285135
IRS990/OtherExpensesGrp/ProgramServicesAmt1121506
IRS990/OtherExpensesGrp/ProgramServicesAmt278268
IRS990/OtherExpensesGrp/TotalAmt0285135
IRS990/OtherExpensesGrp/TotalAmt1145170
IRS990/OtherExpensesGrp/TotalAmt286732
IRS990/OtherExpensesGrp/TotalAmt378268
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0322233
IRS990/OtherRevenueMiscGrp/BusinessCd0522200
IRS990/OtherRevenueMiscGrp/BusinessCd1522200
IRS990/OtherRevenueMiscGrp/BusinessCd2561000
IRS990/OtherRevenueMiscGrp/Desc0ERC
IRS990/OtherRevenueMiscGrp/Desc1PPP Loan
IRS990/OtherRevenueMiscGrp/Desc2Credit card convenienc
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0433866
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1399927
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt239621
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0433866
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1399927
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt239621
IRS990/OtherRevenueTotalAmt0878345
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0580534
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01060117
IRS990/OtherSalariesAndWagesGrp/TotalAmt01640651
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt069351
IRS990/PayrollTaxesGrp/ProgramServicesAmt092030
IRS990/PayrollTaxesGrp/TotalAmt0161381
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt038304
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037572
IRS990/PensionPlanContributionsGrp/TotalAmt075876
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0536485
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0583492
IRS990/PrincipalOfficerNm0Paul Rzepka
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1513140
IRS990/ProgramServiceRevenueGrp/Desc0Conferences/Pilg
IRS990/ProgramServiceRevenueGrp/Desc1Publications
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01569178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01569178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1186819
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0186819
IRS990/ProgSrvcAccomActy2Grp/Desc0Conferences: Legatus sponsors conferences and pilgrimages for its members and others. These activities focus on spiritual growth and ethics.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01594147
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01569178
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03686438
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0185112
IRS990/PYOtherExpensesAmt03211183
IRS990/PYOtherRevenueAmt0438357
IRS990/PYProgramServiceRevenueAmt01546138
IRS990/PYRevenuesLessExpensesAmt0381906
IRS990/PYSalariesCompEmpBnftPaidAmt02262956
IRS990/PYTotalExpensesAmt05474139
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05856045
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01106385
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03887465
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt070697
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt055834
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt071364
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt067017
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt039890
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0304802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03928056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03686438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03805810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03554069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03699796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018674169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-245535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0124722
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt074666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0113523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt067462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01508663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01546138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01328927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01628501

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,998,469
Liabilities
$5,357,205
Net assets
$2,641,264
Revenue
$6,647,329
Expenses
$5,540,944
Net income
$1,106,385
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.
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $5M-$10M nonprofits