2025-11-14T16:41:00-06:00 2024-12-31 990 2024-01-01 382776542 Legatus LEGA 7342746400 PO Box 444 Ann Arbor MI 48106 Paul Rzepka Chief Financial Officer 7347246400 2025-11-14 0 2024 2025-03-06 01:10:19Z Paul Rzepka PO Box 444 Ann Arbor MI 48106 7289730 0 X www.legatus.org X 1987 MI To develop and promote business ethics and support an intimate union between faith and life. 11 11 43 0 115301 0 4283677 4581697 1974643 2298679 210181 327639 62176 81715 6530677 7289730 0 0 0 0 2815006 3054507 0 0 0 3497893 4023844 6312899 7078351 217778 211379 9865734 11431522 6715264 7899259 3150470 3532263 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. 0 0 2415749 409354 Chapter support: Legatus is made up of numerous local chapters. The national office provides staff support, resources, a magazine and assistance with membership. 2382554 2183378 Conferences: Legatus sponsors conferences and pilgrimages for its members and others. These activities focus on spiritual growth and ethics. 4798303 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 33 0 43 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X X Paul Rzepka 7342746400 PO Box 444 Ann Arbor MI 48106 Thomas S Monaghan Founder & Chairman 2.00 X X 0 0 0 Lusant Ordonez Director 1.00 X 0 0 0 Pobert J Pliska Director 1.00 X 0 0 0 S Craig Henry Vice Chair & Secretary/Dir 1.00 X X 0 0 0 Rev Frank J Caggiano Non-voting Director 1.00 X 0 0 0 Judy Dunn Director 1.00 X 0 0 0 Jim Akers Director 1.00 X 0 0 0 Tom VanDorpe Director 1.00 X 0 0 0 Diana Parent Director 1.00 X 0 0 0 Bernarda Neal Director 1.00 X 0 0 0 Rev Jose Gomez Non-voting Director 1.00 X 0 0 0 Mark R Scalise Director 1.00 X 0 0 0 James P Sarni Treasurer/Director 1.00 X X 0 0 0 Stephen Henley President 40.00 X 286021 0 31721 Amy Dillon Reg V/P Southeast Region 40.00 X 138081 0 7555 Paul Rzepka CFO 40.00 X 165662 0 26174 Kenneth Darnell Regional V/P Central Regio 40.00 X 121029 0 24136 Laura Sacha COO 40.00 X 134359 0 7279 Steven Ingram Regional V/P Northeast Reg 40.00 X 101463 0 27582 Joseph Giacalone Account Mgr 40.00 X 117251 0 28474 1063866 0 152921 9 0 1 0 0 4528237 53460 4581697 Conferences/Pilg 611430 2183378 2183378 Publications 513140 115301 115301 2298679 327639 327639 Credit card convenienc 561000 64727 64727 Other Miscellaneous 900099 16988 16988 81715 7289730 2592732 115301 0 451683 451683 1995574 1284744 710830 79897 35589 44308 324720 141640 183080 202633 101835 100798 202635 100850 101785 415 415 102281 38543 63738 228203 90349 137854 116091 116091 79423 79423 333010 293974 39036 1571236 1539363 31873 23272 23272 14903 14903 Direct chapter support 839551 839551 Other expenses 295942 275295 20647 Credit card discount fe 160312 160312 Healthnet insurance 56570 56570 7078351 4798303 2280048 0 1536943 1183254 89240 61779 49365 44491 810561 863192 354989 158221 292948 196768 7086677 9082038 9865734 11431522 2010122 2450033 4463691 5232945 241451 216281 6715264 7899259 X 2219305 2566506 931165 965757 3150470 3532263 9865734 11431522 211379 170414 0 X X 0 1 X 1 0 X 3805810 3686438 3928056 4283677 4581697 20285678 1328927 1546138 1508663 1817127 2183378 8384233 5134737 5232576 5436719 6100804 6765075 28669911 71364 55834 70697 74364 75945 348204 0 71364 55834 70697 74364 75945 348204 28321707 74666 124722 -245535 210181 327639 491673 74666 124722 -245535 210181 327639 491673 35852 438357 585247 349089 81715 1490260 5245255 5795655 5776431 6660074 7174429 30651844 0.92400 0.92810 0.01600 0.00960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2907625 34592 194394 3136611 2522368 15640 369617 2907625 2751054 12192 -240878 2522368 2155496 29410 566148 2751054 2163631 10620 291559 -310314 2155496 0.69210 0.30790 0 0 354989 158221 196768 196768 Current & long term leases 157525 Due to Endowment from Operating fund 58756 216281 7460144 170414 170414 7289730 0 7289730 7078351 0 7078351 0 7078351 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. 1 North America Region - Toronto, 1 1 Program and membership services. The national office provides staff support, resources, a magazine and assistance with membership. 31179 North America Region - Mexico 1 1 Program and membership services. The national office provides staff support, resources, a magazine and assistance with membership. 39441 2 2 0 0 2 2 70620 0 70620 0 0 0 0 0 0 Part I, Line 2: During 2023 a new chapter was opened in Toronto, CA and in 2024 a new chapter in Mexico. Its members pay national dues to our main organization in the US. Each chapter collects dues and forwards the some amounts to the national headquarters and maintains a roaster of memberships. Part I, line 3: Each chapter tracks their own expenses and individually files their own reports with their respective taxing authority. X 1 1 X 0 0 0 1 0 0 0 0 0 Stephen Henley President 246021 0 40000 0 0 0 8574 0 23147 0 317742 0 0 0 Paul Rzepka CFO 153662 0 12000 0 0 0 8206 0 17968 0 191836 0 0 0 Part I, Line 1a Legatus permits companion travel by the President. Part I, Line 5 Regional Vice Presidents are provided bonus compensation for exceeding recruitment goals based on predetermined tier level of accomplishments. The Account Manager receives compensation based on advertising sales, sponsorships and exhibitor fees. The Ave Maria Foundation (TAMF) Mr. Monaghan is a board member of Legatus and TAMF 40286 Legatus paid The Ave Maria Foundation $40,286 for reimbursement of professional services. 0 Dominos Farms Office Park (DFOP) Mr. Monaghan is a board member of Legatus and a partner of DFOP 79423 Legatus rents office space for $79,423 from DFOP. 0 Domino's Farms Corp (DFC) Mr. Monaghan is a board member of Legatus and a sole shareholder of DFC 777 Legatus paid DFC $777 for office supplies 0 Mission Chapels Foundation (MCF) Mr. Monaghan is a board member of Legatus and a board member of MCF 2450 Legatus contributed $2,450 to MCF 0 0 0 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. Form 990, Part XII, Line 2c: There has not been any changes since the previous year report.