Civic Intelligence

Legatus

990 • Fiscal year 2024 • EIN 38-2776542

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

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

84th percentile

0.69x

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

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

Liabilities / Revenue

82nd percentile

1.08x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

80th percentile

$317,742

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

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

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

$11,431,522

No earlier filing loaded for comparison.

Net Assets

$3,532,263

No earlier filing loaded for comparison.

Liabilities

$7,899,259

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin46th 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.

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

2024

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

Operations Trend

Revenue Growth58th 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

2024

Revenue$7,289,730
Expenses$7,078,351
Net Income$211,379
Open 2024 Filing
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 Pay80th percentile

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.”

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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/ReportableCompFromOrgAmt15165662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16121029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17134359
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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/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
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01987
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07289730
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0116091
IRS990/InformationTechnologyGrp/TotalAmt0116091
IRS990/InsuranceGrp/ManagementAndGeneralAmt014903
IRS990/InsuranceGrp/TotalAmt014903
IRS990/InventoriesForSaleOrUseGrp/BOYAmt049365
IRS990/InventoriesForSaleOrUseGrp/EOYAmt044491
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0327639
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0327639
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07086677
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09082038
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0158221
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0292948
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0196768
IRS990/LandBldgEquipCostOrOtherBssAmt0354989
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04528237
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/NetAssetsOrFundBalancesBOYAmt03150470
IRS990/NetAssetsOrFundBalancesEOYAmt03532263
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0170414
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02219305
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02566506
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt079423
IRS990/OccupancyGrp/TotalAmt079423
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0137854
IRS990/OfficeExpensesGrp/ProgramServicesAmt090349
IRS990/OfficeExpensesGrp/TotalAmt0228203
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0183080
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0141640
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0324720
IRS990/OtherExpensesGrp/Desc0Direct chapter support
IRS990/OtherExpensesGrp/Desc1Other expenses
IRS990/OtherExpensesGrp/Desc2Credit card discount fe
IRS990/OtherExpensesGrp/Desc3Healthnet insurance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020647
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1160312
IRS990/OtherExpensesGrp/ProgramServicesAmt0839551
IRS990/OtherExpensesGrp/ProgramServicesAmt1275295
IRS990/OtherExpensesGrp/ProgramServicesAmt256570
IRS990/OtherExpensesGrp/TotalAmt0839551
IRS990/OtherExpensesGrp/TotalAmt1295942
IRS990/OtherExpensesGrp/TotalAmt2160312
IRS990/OtherExpensesGrp/TotalAmt356570
IRS990/OtherLiabilitiesGrp/BOYAmt0241451
IRS990/OtherLiabilitiesGrp/EOYAmt0216281
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Credit card convenienc
IRS990/OtherRevenueMiscGrp/Desc1Other Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt064727
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116988
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt064727
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116988
IRS990/OtherRevenueTotalAmt081715
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0710830
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01284744
IRS990/OtherSalariesAndWagesGrp/TotalAmt01995574
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0100798
IRS990/PayrollTaxesGrp/ProgramServicesAmt0101835
IRS990/PayrollTaxesGrp/TotalAmt0202633
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt044308
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt035589
IRS990/PensionPlanContributionsGrp/TotalAmt079897
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0810561
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0863192
IRS990/PrincipalOfficerNm0Paul Rzepka
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1513140
IRS990/ProgramServiceRevenueGrp/Desc0Conferences/Pilg
IRS990/ProgramServiceRevenueGrp/Desc1Publications
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02183378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02183378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1115301
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0115301
IRS990/ProgSrvcAccomActy2Grp/Desc0Conferences: Legatus sponsors conferences and pilgrimages for its members and others. These activities focus on spiritual growth and ethics.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02382554
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02183378
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04283677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0210181
IRS990/PYOtherExpensesAmt03497893
IRS990/PYOtherRevenueAmt062176
IRS990/PYProgramServiceRevenueAmt01974643
IRS990/PYRevenuesLessExpensesAmt0217778
IRS990/PYSalariesCompEmpBnftPaidAmt02815006
IRS990/PYTotalExpensesAmt06312899
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06530677
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0211379
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0409354
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt075945
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt074364
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt070697
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt055834
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt071364
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0348204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04581697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04283677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03928056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03686438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03805810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020285678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0327639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0210181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-245535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0124722
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074666
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0491673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02183378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01817127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01508663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01546138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01328927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08384233

Document Assets

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Filings

Displayed 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