Civic Intelligence

Legatus

990 • Fiscal year 2023 • EIN 38-2776542

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

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

0.68x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

1.03x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$279,404

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.8%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$9,865,734

Up $1,867,265 (+23%) from 2022

Net Assets

Up

$3,150,470

Up $509,206 (+19%) from 2022

Liabilities

Up

$6,715,264

Up $1,358,059 (+25%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin49th percentile

Revenue

Down

$6,530,677

Down $116,652 (-1.8%) from 2022

Expenses

Up

$6,312,899

Up $771,955 (+14%) from 2022

Net Income

Down

$217,778

Down $888,607 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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 2023: $9,865,734Liabilities 2023: $6,715,264Net Assets 2023: $3,150,4702023Assets 2024: $11,431,522Liabilities 2024: $7,899,259Net Assets 2024: $3,532,2632024

Highlighted filing

2023

Assets$9,865,734
Liabilities$6,715,264
Net Assets$3,150,470
Open 2023 Filing

Operations Trend

Revenue Growth35th 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 2023: $6,530,677Expenses 2023: $6,312,899Net Income 2023: $217,7782023Revenue 2024: $7,289,730Expenses 2024: $7,078,351Net Income 2024: $211,3792024

Highlighted filing

2023

Revenue$6,530,677
Expenses$6,312,899
Net Income$217,778
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$6,530,677
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$2,632,971$7,086,677▲ $4,453,706
Cash and Non-Interest-Bearing Accounts$3,928,947$1,536,943▼ $2,392,004
Prepaid Expenses and Deferred Charges$583,492$810,561▲ $227,069
Land, Buildings, and Equipment, Net$374,351$292,948▼ $81,403
Accounts Receivable$464,455$89,240▼ $375,215
Inventories for Sale or Use$14,253$49,365▲ $35,112
Total Assets$7,998,469$9,865,734▲ $1,867,265
Liabilities
Deferred Revenue$3,765,153$4,463,691▲ $698,538
Accounts Payable and Accrued Expenses$1,269,819$2,010,122▲ $740,303
Other Liabilities$322,233$241,451▼ $80,782
Total Liabilities$5,357,205$6,715,264▲ $1,358,059
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,725,739$2,219,305▲ $493,566
Net Assets With Donor Restrictions$915,525$931,165▲ $15,640
Total Net Assets Fund Balance$2,641,264$3,150,470▲ $509,206
Total Liabilities and Net Assets / Fund Balance$7,998,469$9,865,734▲ $1,867,265

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$292,948$454,513$747,461

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$1,768,970$20,290▲ $374,371-$2,163,631
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen HenleyPresidentFT$238,162$41,242$279,404
Paul RzepkaCFOFT$148,317$36,456$184,773
Laura SachaCOOFT$140,439$7,513$147,952
Joseph GiacaloneAccount MgrFT$119,071$28,450$147,521
Kenneth DarnellRegional V/P Central RegionFT$119,593$24,152$143,745
Amy DillonReg V/P Southeast RegionFT$122,706$7,462$130,168
Steven IngramRegional V/P Northeast RegionFT$100,844$15,197$116,041

Board Members and Trustees

NameTitle
Thomas S MonaghanFounder & Chairman
Bernarda NealVice Chair/Director
Christopher S McMahonDirector
Diana ParentDirector
James P SarniDirector
Lusant OrdonezDirector
Mark R ScaliseDirector
Pobert J PliskaDirector
Sean J BellewDirector
Rev Frank J CaggianoNon-voting Director
Rev Jose GomezNon-voting Director
S Craig HenrySecretary/Director
Troy L KingTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$4,283,677
Program Service Revenue
$1,974,643
Investment Income
$210,181
Other Revenue
$62,176
All Other Contributions
$54,419
Change in Net Assets
$217,778

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,530,677
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$291,428
Total Revenue per Audited Statements
$6,822,105
Total Revenue per Form 990
$6,530,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,497,893
Salaries, Compensation, and Employee Benefits$2,815,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,187,534$677,675-$1,865,209
Conferences and Meetings$1,315,591$32,769-$1,348,360
Current Officers, Directors, Trustees, and Key Employees-$407,879-$407,879
Travel$292,376$36,070-$328,446
Fees for Services Management$241,490$81,106-$322,596
Office Expenses$191,156$103,263-$294,419
Other Employee Benefits$137,416$155,945-$293,361
Payroll Taxes$94,652$77,817-$172,469
Information Technology-$123,746-$123,746
Advertising$26,000$65,260-$91,260
Occupancy-$77,533-$77,533
Pension Plan Contributions$34,489$41,599-$76,088
Other Expenses$42,130$126,962-$42,130
Depreciation Depletion-$22,028-$22,028
Insurance-$16,847-$16,847
Fees for Services Legal-$7,873-$7,873
Total Functional Expenses$4,223,809$2,089,090$0$6,312,899

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,312,899
Total Expenses per Audited Statements$6,312,899
Total Expenses per Form 990$6,312,899
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
1
Employees
0
Spending
$1,931

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
Vancouver RegionProgram services.The national office provides staff support, resources, a magazine and assistance with membership.1-$1,931
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 $77,533 from DFOP.No$77,533
-Mr. Monaghan is a board member of Legatus and TAMFLegatus paid The Ave Maria Foundation $37,931 for reimbursement of professional services.No$37,931
-Mr. Monaghan is a board member of Legatus and a board member of MCFLegatus contributed $1,500 to MCFNo$1,500
-Mr. Monaghan is a board member of Legatus and a sole shareholder of DFCLegatus paid DFC $20 for office suppliesNo$20
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current & long term leases$241,451
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
2024-11-13

Organization Details

Principal Officer
Paul Rzepka
Formed
1987
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
38
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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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/PersonNm5Sean J Bellew
IRS990/Form990PartVIISectionAGrp/PersonNm6Troy L King
IRS990/Form990PartVIISectionAGrp/PersonNm7Christopher S McMahon
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13248862
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14122706
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15159017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16119593
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17140439
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18100844
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Founder & Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chair/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Non-voting Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Reg V/P Southeast Region
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Regional V/P Central Region
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO
IRS990/Form990PartVIISectionAGrp/TitleTxt18Regional V/P Northeast Region
IRS990/Form990PartVIISectionAGrp/TitleTxt19Account Mgr
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06530677
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0123746
IRS990/InformationTechnologyGrp/TotalAmt0123746
IRS990/InsuranceGrp/ManagementAndGeneralAmt016847
IRS990/InsuranceGrp/TotalAmt016847
IRS990/InventoriesForSaleOrUseGrp/BOYAmt014253
IRS990/InventoriesForSaleOrUseGrp/EOYAmt049365
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0210181
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210181
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02632971
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07086677
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0454513
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0374351
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0292948
IRS990/LandBldgEquipCostOrOtherBssAmt0747461
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04229258
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/NetAssetsOrFundBalancesBOYAmt02641264
IRS990/NetAssetsOrFundBalancesEOYAmt03150470
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0291428
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01725739
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02219305
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt077533
IRS990/OccupancyGrp/TotalAmt077533
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0103263
IRS990/OfficeExpensesGrp/ProgramServicesAmt0191156
IRS990/OfficeExpensesGrp/TotalAmt0294419
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0155945
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0137416
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0293361
IRS990/OtherExpensesGrp/Desc0Direct chapter support
IRS990/OtherExpensesGrp/Desc1Other expenses
IRS990/OtherExpensesGrp/Desc2Credit card discount fe
IRS990/OtherExpensesGrp/Desc3Healthnet insurance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034718
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1126962
IRS990/OtherExpensesGrp/ProgramServicesAmt0468280
IRS990/OtherExpensesGrp/ProgramServicesAmt1192695
IRS990/OtherExpensesGrp/ProgramServicesAmt242130
IRS990/OtherExpensesGrp/TotalAmt0468280
IRS990/OtherExpensesGrp/TotalAmt1227413
IRS990/OtherExpensesGrp/TotalAmt2126962
IRS990/OtherExpensesGrp/TotalAmt342130
IRS990/OtherLiabilitiesGrp/BOYAmt0322233
IRS990/OtherLiabilitiesGrp/EOYAmt0241451
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Credit card convenienc
IRS990/OtherRevenueMiscGrp/Desc1Other Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt057187
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14989
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt057187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14989
IRS990/OtherRevenueTotalAmt062176
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0677675
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01187534
IRS990/OtherSalariesAndWagesGrp/TotalAmt01865209
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077817
IRS990/PayrollTaxesGrp/ProgramServicesAmt094652
IRS990/PayrollTaxesGrp/TotalAmt0172469
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt041599
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034489
IRS990/PensionPlanContributionsGrp/TotalAmt076088
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0583492
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0810561
IRS990/PrincipalOfficerNm0Paul Rzepka
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1513140
IRS990/ProgramServiceRevenueGrp/Desc0Conferences/Pilg
IRS990/ProgramServiceRevenueGrp/Desc1Publications
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01817127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01817127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1157516
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0157516
IRS990/ProgSrvcAccomActy2Grp/Desc0Conferences: Legatus sponsors conferences and pilgrimages for its members and others. These activities focus on spiritual growth and ethics.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01943287
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01817127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03928056
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084931
IRS990/PYOtherExpensesAmt02999661
IRS990/PYOtherRevenueAmt0878345
IRS990/PYProgramServiceRevenueAmt01755997
IRS990/PYRevenuesLessExpensesAmt01106385
IRS990/PYSalariesCompEmpBnftPaidAmt02541283
IRS990/PYTotalExpensesAmt05540944
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06647329
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0217778
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt074364
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt070697
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt055834
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt071364
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt067017
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0339276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04283677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03928056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03686438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03805810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03554069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019258050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0210181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-245535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0124722
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt074666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0113523
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0277557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01817127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01508663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01546138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01328927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01628501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07829356

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,865,734
Liabilities
$6,715,264
Net assets
$3,150,470
Revenue
$6,530,677
Expenses
$6,312,899
Net income
$217,778
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
2023Detailed filing. Detailed filing data is available for this year.$9.87$6.72$3.15$6.53$6.31$0.22
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