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Nonprofit · EIN 20-8615412

LEGATUS

Also known as LEGATUS OF SAN JUAN CAPISTRANO

Tax-exempt · ANN ARBOR, MI 48106

Financials

$62K$79K2023$67K$73K2024$127K$93K2025
Revenue Expenses · by fiscal year end
Financials of LEGATUS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$126,586$93,282$33,304$46,685–$46,685
December 31, 2024990-EZ$67,292$73,255-$5,963$13,381–$13,381
December 31, 2023990-EZ$61,863$78,662-$16,799$19,344–$19,344
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$55,656
Membership dues
$70,930

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$20,980
Printing, publications and postage
$175
Other expenses
$72,127
Program services (functional)
$93,282

Balance sheet and other

Total assets, start of year
$13,381
Total assets, end of year
$46,685
Total liabilities, end of year
–
Net assets, end of year
$46,685
Cash, savings and investments
$46,685
Gross receipts
$126,586

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Steve PetilliPresident3$0
Sam MasottoVice President1$0
Peter SzymanTreasurer1$0
990-EZ for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Steve PetilliPresident3$0
Sam MasottoVice President1$0
Peter SzymanTreasurer1$0
Steve StaffordProgram Chair1$0
990-EZ for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Ron NielsonPresident1$0
Dan PeatyeProgram Chair1$0
Peter SzymanTreasurer1$0

Address and contacts

Address (IRS master file)
PO BOX 444, ANN ARBOR, MI 48106-0444
In care of
% NANCY KLUPACS
Mailing address (990-N for 2011)
5072 ANNUNCIATION CIR STE202, AVE MARIA FL 34142
Principal officer (990-N for 2011)
BILL PFOST, 1030 CALLE SOMBRA, SAN CLEMENTE CA 92673
Signed the 990-EZ
Peter Szyman, Treasurer
Phone
(734) 274-2519
Return prepared by
LEGATUS

Mission

To foster ethics in business

990-EZ for the year ended December 31, 2025

Program accomplishments

  • To study, live and spread the Catholic faith in our business, professional and personal lives. Local chapter of Legatus holds monthly meetings where individuals speak on developing ethical practices.
    Expenses $93,282

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
20-8615412
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Exempt since
1989
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
5127: LEGATUS
Assets (IRS master file)
$46,685
Income (IRS master file)
$126,586

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$126,586$93,282$46,685XML
990-EZDecember 2024$67,292$73,255$13,381IRS
990-EZDecember 2023$61,863$78,662$19,344XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-N for 2011
Officer: BILL PFOST
December 31, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8615412).

Questions about LEGATUS

What is the EIN of LEGATUS?
The employer identification number (EIN) of LEGATUS is 20-8615412.
Is LEGATUS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Which annual return does LEGATUS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LEGATUS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEGATUS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of LEGATUS?
The 990-N for 2011 names BILL PFOST.
Who are the officers and directors of LEGATUS?
The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LEGATUS have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $126,586, expenses of $93,282 and total assets of $46,685 at year end.

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