Civic Intelligence

The Legacy Imperative Inc

990 • Fiscal year 2023 • EIN 84-3011577

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 06, 2024

Organization Profilewww.legacyimperative.org
4850 Tamiami Trail N STE 301Naples, FL 34103

(612) 867-4487

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.31x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.09x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$84,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

134%

Faster asset growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

42%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$127,227

Up $72,902 (+134%) from 2022

Net Assets

Up

$87,227

Up $72,902 (+509%) from 2022

Liabilities

Flat

$40,000

Flat from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin69th percentile

Revenue

Up

$454,592

Up $133,514 (+42%) from 2022

Expenses

Up

$384,254

Up $57,710 (+18%) from 2022

Net Income

Up

$70,338

Up $75,804 (+1387%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $14,0972019Assets 2020: $102,898Liabilities 2020: $40,000Net Assets 2020: $62,8982020Assets 2021: $98,136Liabilities 2021: $40,000Net Assets 2021: $58,1362021Assets 2022: $54,325Liabilities 2022: $40,000Net Assets 2022: $14,3252022Assets 2023: $127,227Liabilities 2023: $40,000Net Assets 2023: $87,2272023Assets 2024: $168,612Liabilities 2024: $52,753Net Assets 2024: $115,8592024

Highlighted filing

2023

Assets$127,227
Liabilities$40,000
Net Assets$87,227
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $90,852Expenses 2019: $76,755Net Income 2019: $14,0972019Revenue 2020: $299,154Expenses 2020: $246,786Net Income 2020: $52,3682020Revenue 2021: $309,620Expenses 2021: $314,382Net Income 2021: -$4,7622021Revenue 2022: $321,078Expenses 2022: $326,544Net Income 2022: -$5,4662022Revenue 2023: $454,592Expenses 2023: $384,254Net Income 2023: $70,3382023Revenue 2024: $455,872Expenses 2024: $427,238Net Income 2024: $28,6342024

Highlighted filing

2023

Revenue$454,592
Expenses$384,254
Net Income$70,338
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 6, 2024
Return Version
2023v5.1
Gross Receipts
$454,592
Mission and Program Overview

Mission

Legacy Imperative equips grandparents to pass on a lasting legacy of faith through digital resources, small groups, and live eventshelping families grow spiritually, strengthen relationships, and share the Gospel with confidence.

Our mission is to call and equip grandparents to pass on a legacy of Faith to their NextGen loved ones. We delivered multiple Summits both live in-person and virtual, discipleship training groups, and a variety of video, audio, and printed resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$54,325$116,896▲ $62,571
Loans From Officers Directors$40,000$40,000→ $0
Inventories for Sale or Use-$7,029-
Land, Buildings, and Equipment, Net-$3,302-
Total Assets$54,325$127,227▲ $72,902
Liabilities
Total Liabilities$40,000$40,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,325$87,227▲ $72,902
Total Net Assets Fund Balance$14,325$87,227▲ $72,902
Total Liabilities and Net Assets / Fund Balance$54,325$127,227▲ $72,902

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,302$826$4,128
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert PettersonPresidentCEOFT$84,000$84,000
Chris AllanDirector of FinancePT$14,400$14,400

Board Members and Trustees

NameTitle
David SmithChairman
Bill BarnettVice Chairman
Barbara ZaiserDirector
Tricia OsolinDirector
Joshua CusterSecretary
Brian HunterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$432,287
Program Service Revenue
$22,305
Investment Income
$0
Other Revenue
$0
All Other Contributions
$432,287
Change in Net Assets
$70,338

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$35,705Fair Market Value (FMV)
Total Noncash Contributions1$35,705-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$194,714
Other Expenses$189,540
Total Fundraising Expense$38,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$93,302$60,693$6,440$160,435
Current Officers, Directors, Trustees, and Key Employees$84,000$14,400-$98,400
Other Salaries and Wages$40,465$23,336$32,513$96,314
Office Expenses$6,356$11,528-$17,884
Travel$3,266--$3,266
Occupancy$2,483$621-$3,104
Advertising-$2,463-$2,463
Fees for Services Accounting-$1,501-$1,501
Depreciation Depletion$660$166-$826
Fees for Services Legal-$61-$61
Total Functional Expenses$230,532$114,769$38,953$384,254
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
Tricia OsolinDirectorWeb & marketin developement professional feesNo$94,997

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$40,000$40,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“President was a 1099 contractor to a business that was owned by the director of finance. Director of finance resigned her position in 2024.”

Form 990 governing body review Part VI line 11

“Form 990 is provided to board members for review prior to submission to the IRS”

Form 990 availability to public Part VI line 18

“Also available at www.ECFA.org”

Governing documents etc available to public Part VI line 19

“Availble upon request”

Filing and Contact Details

Filer

Filer Name
The Legacy Imperative Inc
EIN
84-3011577
Address
4850 Tamiami Trail N STE 301, Naples, FL 34103

Signing Officer

Name
Benjamin B Platter
Title
Executive Direc
Phone
6128674487
Signed
2024-08-06
Discuss with paid preparer
No

Organization Details

Formed
2019
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
6
Employees
3
Volunteers
10

Preparer

Firm
Dennison CPA
Address
1030 4TH STREET SE 106, Saint Cloud, MN 56304
Preparer
David Dennison
Phone
3202513388
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt040000
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Website Development
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt035705
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President was a 1099 contractor to a business that was owned by the director of finance. Director of finance resigned her position in 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is provided to board members for review prior to submission to the IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Also available at www.ECFA.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Availble upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054325
IRS990/TotalAssetsEOYAmt0127227
IRS990/TotalAssetsGrp/BOYAmt054325
IRS990/TotalAssetsGrp/EOYAmt0127227
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0432287
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt038953
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0114769
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230532
IRS990/TotalFunctionalExpensesGrp/TotalAmt0384254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040000
IRS990/TotalLiabilitiesEOYAmt040000
IRS990/TotalLiabilitiesGrp/BOYAmt040000
IRS990/TotalLiabilitiesGrp/EOYAmt040000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt087227
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0230532
IRS990/TotalProgramServiceRevenueAmt022305
IRS990/TotalReportableCompFromOrgAmt098400
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022305
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0454592
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054325
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0127227
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03266
IRS990/TravelGrp/TotalAmt03266
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.legacyimperative.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Benjamin B Platter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum06128674487
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Legacy Imperative Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0843011577
ReturnHeader/Filer/USAddress/AddressLine1Txt04850 Tamiami Trail N STE 301
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471929513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENNISON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01030 4TH STREET SE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Cloud
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056304
ReturnHeader/PreparerPersonGrp/PhoneNum03202513388
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DENNISON
ReturnHeader/ReturnTs02024-08-12T10:41:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$127,227
Liabilities
$40,000
Net assets
$87,227
Revenue
$454,592
Expenses
$384,254
Net income
$70,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.53$1.16$4.56$4.27$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.40$0.87$4.55$3.84$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.40$0.14$3.21$3.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.40$0.58$3.10$3.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.40$0.63$2.99$2.47$0.52
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.14$0.91$0.77$0.14