Nonprofit · EIN 38-2776542
LEGATUS
Tax-exempt · ANN ARBOR, MI 48105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,289,730 | $7,078,351 | $211,379 | $11,431,522 | $7,899,259 | $3,532,263 |
| December 31, 2023 | 990 | $6,530,677 | $6,312,899 | $217,778 | $9,865,734 | $6,715,264 | $3,150,470 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,581,697
- Membership dues
- $4,528,237
- Program service revenue
- $2,298,679
- Investment income
- $327,639
- Other revenue
- $81,715
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $451,683
- Other salaries and wages
- $1,995,574
- Salaries, compensation and benefits (total)
- $3,054,507
- Professional fundraising fees
- $0
- Legal fees
- $415
- Occupancy
- $79,423
- Travel
- $333,010
- Depreciation
- $23,272
- Program services (functional)
- $4,798,303
- Management and general (functional)
- $2,280,048
Balance sheet and other
- Total assets, start of year
- $9,865,734
- Total assets, end of year
- $11,431,522
- Total liabilities, end of year
- $7,899,259
- Net assets, end of year
- $3,532,263
- Land, buildings and equipment
- $196,768
- Publicly traded securities
- $9,082,038
- Net assets without donor restrictions
- $2,566,506
- Net assets with donor restrictions
- $965,757
- Gross unrelated business income
- $115,301
- Gross receipts
- $7,289,730
- Employees
- 43
- Volunteers
- 0
- Year formed
- 1987
- State of legal domicile
- MI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stephen Henley | President Key employee | 40 | $286,021 | $31,721 |
| Paul Rzepka | CFO Highest-paid employee | 40 | $165,662 | $26,174 |
| Joseph Giacalone | Account Mgr Highest-paid employee | 40 | $117,251 | $28,474 |
| Amy Dillon | Reg V/P Southeast Region Highest-paid employee | 40 | $138,081 | $7,555 |
| Kenneth Darnell | Regional V/P Central Regio Highest-paid employee | 40 | $121,029 | $24,136 |
| Laura Sacha | COO Highest-paid employee | 40 | $134,359 | $7,279 |
| Steven Ingram | Regional V/P Northeast Reg Highest-paid employee | 40 | $101,463 | $27,582 |
| Thomas S Monaghan | Founder & Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Lusant Ordonez | Director Trustee or director | 1 | $0 | $0 |
| Pobert J Pliska | Director Trustee or director | 1 | $0 | $0 |
| S Craig Henry | Vice Chair & Secretary/Dir Trustee or director, Officer | 1 | $0 | $0 |
| Rev Frank J Caggiano | Non-voting Director Trustee or director | 1 | $0 | $0 |
| Judy Dunn | Director Trustee or director | 1 | $0 | $0 |
| Jim Akers | Director Trustee or director | 1 | $0 | $0 |
| Tom VanDorpe | Director Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diana Parent | Director Trustee or director | 1 | $0 |
| Bernarda Neal | Director Trustee or director | 1 | $0 |
| Rev Jose Gomez | Non-voting Director Trustee or director | 1 | $0 |
| Mark R Scalise | Director Trustee or director | 1 | $0 |
| James P Sarni | Treasurer/Director Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stephen Henley | President Key employee | 40 | $248,862 | $30,542 |
| Paul Rzepka | CFO Highest-paid employee | 40 | $159,017 | $25,756 |
| Laura Sacha | COO Highest-paid employee | 40 | $140,439 | $7,513 |
| Joseph Giacalone | Account Mgr Highest-paid employee | 40 | $119,071 | $28,450 |
| Kenneth Darnell | Regional V/P Central Region Highest-paid employee | 40 | $119,593 | $24,152 |
| Amy Dillon | Reg V/P Southeast Region Highest-paid employee | 40 | $122,706 | $7,462 |
| Steven Ingram | Regional V/P Northeast Region Highest-paid employee | 40 | $100,844 | $15,197 |
| Thomas S Monaghan | Founder & Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Lusant Ordonez | Director Trustee or director | 1 | $0 | $0 |
| Pobert J Pliska | Director Trustee or director | 1 | $0 | $0 |
| S Craig Henry | Secretary/Director Trustee or director, Officer | 1 | $0 | $0 |
| Rev Frank J Caggiano | Non-voting Director Trustee or director | 1 | $0 | $0 |
| Sean J Bellew | Director Trustee or director | 1 | $0 | $0 |
| Troy L King | Treasurer/Director Trustee or director, Officer | 1 | $0 | $0 |
| Christopher S McMahon | Director Trustee or director | 1 | $0 | $0 |
| Diana Parent | Director Trustee or director | 1 | $0 | $0 |
| Bernarda Neal | Vice Chair/Director Trustee or director, Officer | 1 | $0 | $0 |
| Rev Jose Gomez | Non-voting Director Trustee or director | 1 | $0 | $0 |
| Mark R Scalise | Director Trustee or director | 1 | $0 | $0 |
| James P Sarni | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 24 FRANK LLOYD WRIGHT DR, ANN ARBOR, MI 48105-9484
- Principal officer (990 for 2024)
- Paul Rzepka, PO Box 444, Ann Arbor, MI 48106
- Signed the 990
- Paul Rzepka, Chief Financial Officer
- Phone
- (734) 274-6400
- Website
- www.legatus.org
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.
Program accomplishments
- Chapter support: Legatus is made up of numerous local chapters. The national office provides staff support, resources, a magazine and assistance with membership.Expenses $2,415,749 · revenue $409,354
- Conferences: Legatus sponsors conferences and pilgrimages for its members and others. These activities focus on spiritual growth and ethics.Expenses $2,382,554 · revenue $2,183,378
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2776542
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X22Z)
- Group exemption
- 5127 (90 member organizations)
- Assets (IRS master file)
- $11,431,522
- Income (IRS master file)
- $7,289,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,289,730 | $7,078,351 | $11,431,522 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $6,530,677 | $6,312,899 | $9,865,734 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $6,647,329 | $5,540,944 | $7,998,469 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
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 38-2776542).
Questions about LEGATUS
- What is the EIN of LEGATUS?
- The employer identification number (EIN) of LEGATUS is 38-2776542.
- Is LEGATUS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to LEGATUS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- 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 2025 (the year ending December 31, 2025) is due May 15, 2026. 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 for the year ended December 2024.
- Who is the principal officer of LEGATUS?
- The 990 for the year ended December 31, 2024 names Paul Rzepka.
- Who are the officers and directors of LEGATUS?
- The 990 for the year ended December 31, 2024 lists 20 people; 7 received compensation from the organization, the highest $286,021 (Stephen Henley, President).
- How much revenue does LEGATUS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,289,730, expenses of $7,078,351 and total assets of $11,431,522 at year end.
Organizations in its group exemption (90)
- LEGATUS EIN 84-1524929 · ANN ARBOR, MI · last filed 990 for 2025
- LEGATUS EIN 33-0418214 · ANN ARBOR, MI · last filed 990 for 2025
- LEGATUS EIN 31-1465222 · SAINT LOUIS, MO · last filed 990-EZ for 2025
- LEGATUS EIN 85-1346097 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 20-1659714 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 47-1210414 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 26-4616809 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 35-1851173 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 38-3061600 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 83-3728812 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 20-3114096 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 31-1465201 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS OF NASHVILLE EIN 93-3411335 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 72-1475213 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 91-2112933 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 23-2539529 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 20-8615412 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 38-3922115 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 59-3181272 · ANN ARBOR, MI · last filed 990-EZ for 2025
- LEGATUS EIN 16-1620440 · ANN ARBOR, MI · last filed 990-EZ for 2025
Other nonprofits in ANN ARBOR
- AVE MARIA COMMUNICATIONS EIN 38-3263675 · last filed 990 for 2024
- RENEWAL MINISTRIES INC EIN 38-2385975 · last filed 990 for 2024
- LOCAL CHURCH IN ANN ARBOR EIN 39-2071180 · last filed 990 for 2024
- JEWISH RESOURCE CENTER EIN 27-3448777 · last filed 990 for 2024
- WORD OF LIFE EIN 38-3023339 · last filed 990 for 2025
- CONCORDIA CENTER FOR THE FAMILY EIN 83-2874835 · last filed 990 for 2024
- MADANI MEMORIAL INC EIN 38-3557712 · last filed 990 for 2025
- MIGHTY FORTRESS FOUNDATION EIN 85-4329062 · last filed 990 for 2025