Civic Intelligence

The Legacy Imperative Inc

990 • Fiscal year 2024 • EIN 84-3011577

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 11, 2025

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

(239) 641-4431

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$106,811

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

0.3%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$168,612

Up $41,385 (+33%) from 2023

Net Assets

Up

$115,859

Up $28,632 (+33%) from 2023

Liabilities

Up

$52,753

Up $12,753 (+32%) from 2023

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin56th percentile

Revenue

Up

$455,872

Up $1,280 (+0.3%) from 2023

Expenses

Up

$427,238

Up $42,984 (+11%) from 2023

Net Income

Down

$28,634

Down $41,704 (-59%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2024

Assets$168,612
Liabilities$52,753
Net Assets$115,859
Open 2024 Filing

Operations Trend

Revenue Growth47th 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

2024

Revenue$455,872
Expenses$427,238
Net Income$28,634
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.1
Gross Receipts
$455,872
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$116,896$164,447▲ $47,551
Loans From Officers Directors$40,000$40,000→ $0
Land, Buildings, and Equipment, Net$3,302$2,476▼ $826
Inventories for Sale or Use$7,029$1,689▼ $5,340
Total Assets$127,227$168,612▲ $41,385
Liabilities
Accounts Payable and Accrued Expenses-$12,753-
Total Liabilities$40,000$52,753▲ $12,753
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,227$115,859▲ $28,632
Total Net Assets Fund Balance$87,227$115,859▲ $28,632
Total Liabilities and Net Assets / Fund Balance$127,227$168,612▲ $41,385

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,476$1,652$4,128
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin PlatterExecutive DirectorFT$106,811$106,811
Robert PettersonPresidentCEOFT$80,500$80,500

Board Members and Trustees

NameTitle
David SmithPresident
Barbara ZaiserVice-President
Bill BarnettDirector
Brian HunterDirector
Tricia OsolinSecretary
Joshua CusterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$437,944
Program Service Revenue
$17,480
Investment Income
$0
Other Revenue
$448
All Other Contributions
$437,944
Change in Net Assets
$28,634

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$36,035Fair Market Value (FMV)
Other Non Cash Contri Table1$1,100Fair Market Value (FMV)
Total Noncash Contributions2$37,135-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$256,559
Other Expenses$170,179
Total Fundraising Expense$43,172
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$103,885$47,408$36,088$187,381
Fees for Services Management$20,138$51,023$3,433$74,594
Other Salaries and Wages$69,178--$69,178
Office Expenses$33,594$2,500$2,582$38,676
Fees for Services Other-$29,490-$29,490
Occupancy$200$16,195-$16,395
Fees for Services Accounting-$5,105-$5,105
Advertising$2,596$368$17$2,981
Fees for Services Legal-$1,061-$1,061
Conferences and Meetings--$1,052$1,052
Depreciation Depletion$660$165-$825
Grants to Domestic Individuals$500--$500
Total Functional Expenses$230,751$153,315$43,172$427,238
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 & marketing developement professional feeNo$36,035

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
No
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

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
In Care Of
% Robert Petterson
Phone
2396414431
Address
4850 Tamiami Trail N STE 301, Naples, FL 34103

Signing Officer

Name
Robert Petterson
Title
PresidentCEO
Phone
2393986970
Signed
2025-04-11
Discuss with paid preparer
No

Organization Details

Formed
2019
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
5
Employees
4
Volunteers
10

Preparer

Firm
Dennison CPA PC
Address
1030 4th Street SE Ste 106, Saint Cloud, MN 56304
Preparer
David Dennison
Phone
3202513388
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Misc. Rounding of -$2”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is provided to board members for review prior to submission to the IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Also available at www.ECFA.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,612
Liabilities
$52,753
Net assets
$115,859
Revenue
$455,872
Expenses
$427,238
Net income
$28,634
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