Civic Intelligence

The Legacy Imperative Inc

990 • Fiscal year 2025 • EIN 84-3011577

Jan 01, 2025 to Dec 31, 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

88th percentile

0.25x

Higher debt load relative to assets than 88% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.11x

Higher debt load relative to revenue than 85% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

59th percentile

8.0%

Higher net margin than 59% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$123,500

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

4.2%

Faster revenue growth than 54% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$204,659

Up $36,047 (+21%) from 2024

Net Assets

Up

$153,846

Up $37,987 (+33%) from 2024

Liabilities

Down

$50,813

Down $1,940 (-3.7%) from 2024

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin59th percentile

Revenue

Up

$475,146

Up $19,274 (+4.2%) from 2024

Expenses

Up

$437,159

Up $9,921 (+2.3%) from 2024

Net Income

Up

$37,987

Up $9,353 (+33%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$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: $115,8592024Assets 2025: $204,659Liabilities 2025: $50,813Net Assets 2025: $153,8462025

Highlighted filing

2025

Assets$204,659
Liabilities$50,813
Net Assets$153,846
Open 2025 Filing

Operations Trend

Revenue Growth54th 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: $28,6342024Revenue 2025: $475,146Expenses 2025: $437,159Net Income 2025: $37,9872025

Highlighted filing

2025

Revenue$475,146
Expenses$437,159
Net Income$37,987
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 1, 2026
Return Version
2025v4.0
Gross Receipts
$476,830
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$164,447$197,563▲ $33,116
Loans From Officers Directors$40,000$39,872▼ $128
Inventories for Sale or Use$1,689$2,185▲ $496
Prepaid Expenses and Deferred Charges-$2,000-
Land, Buildings, and Equipment, Net$2,476$1,650▼ $826
Accounts Receivable-$1,261-
Total Assets$168,612$204,659▲ $36,047
Liabilities
Accounts Payable and Accrued Expenses$12,753$9,971▼ $2,782
Deferred Revenue-$970-
Total Liabilities$52,753$50,813▼ $1,940
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$115,859$153,846▲ $37,987
Total Net Assets Fund Balance$115,859$153,846▲ $37,987
Total Liabilities and Net Assets / Fund Balance$168,612$204,659▲ $36,047

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,650$2,478$4,128
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert PettersonPresidentCEOFT$123,500$123,500

Board Members and Trustees

NameTitle
David SmithPresident
Barbara ZaiserVice-President
Bill BarnettDirector
Joshua CusterMember
Ken HallerMember
Tricia OsolinSecretary
Brian HunterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$470,717
Program Service Revenue
$3,000
Investment Income
$0
Other Revenue
$1,429
All Other Contributions
$470,717
Change in Net Assets
$37,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$251,600
Other Expenses$185,559
Total Fundraising Expense$39,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,709$50,413$32,978$128,100
Current Officers, Directors, Trustees, and Key Employees$98,800$24,700-$123,500
Fees for Services Other$27,136$86,303-$113,439
Advertising$21,717$725-$22,442
Office Expenses$12,886$3,395$1,822$18,103
Occupancy$153$13,264-$13,417
Fees for Services Accounting-$4,000$4,626$8,626
Travel$8,356-$242$8,598
Depreciation Depletion-$826-$826
Interest-$108-$108
Total Functional Expenses$213,757$183,734$39,668$437,159
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$80,775

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$40,000$39,872▼ $128
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

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
2026-04-01
Discuss with paid preparer
No

Organization Details

Formed
2019
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
7
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”

List of other fees for services expenses Part IX line 11G

“Other professional fees associated with operations and programs.”

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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01838927
IRS990ScheduleA/TotalSupportAmt01840048
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01650
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02478
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04128
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01650
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Tricia Osolin
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt080775
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Web & marketing developement professional fee
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt039872
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Cash Flow
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Robert Petterson
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Tricia Osolin is the owner of RM Select, Inc. that provides marketing services to the Organization of which she is a director.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Supplemental Information for Schedule L
IRS990ScheduleL/TotalBalanceDueAmt039872
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Availble upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Misc. Rounding of -$2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other professional fees associated with operations and programs.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0168612
IRS990/TotalAssetsEOYAmt0204659
IRS990/TotalAssetsGrp/BOYAmt0168612
IRS990/TotalAssetsGrp/EOYAmt0204659
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0470717
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt039668
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0183734
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0213757
IRS990/TotalFunctionalExpensesGrp/TotalAmt0437159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052753
IRS990/TotalLiabilitiesEOYAmt050813
IRS990/TotalLiabilitiesGrp/BOYAmt052753
IRS990/TotalLiabilitiesGrp/EOYAmt050813
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0115859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153846
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0213757
IRS990/TotalProgramServiceRevenueAmt03000
IRS990/TotalReportableCompFromOrgAmt0123500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0475146
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168612
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204659
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0242
IRS990/TravelGrp/ProgramServicesAmt08356
IRS990/TravelGrp/TotalAmt08598
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.legacyimperative.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PETTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentCEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02393986970
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Legacy Imperative Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0843011577
ReturnHeader/Filer/InCareOfNm0% Robert Petterson
ReturnHeader/Filer/PhoneNum02396414431
ReturnHeader/Filer/USAddress/AddressLine1Txt04850 Tamiami Trail N STE 301
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471929513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennison CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01030 4th Street SE Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Cloud
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056304
ReturnHeader/PreparerPersonGrp/PhoneNum03202513388
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID DENNISON
ReturnHeader/ReturnTs02026-04-01T15:44:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,659
Liabilities
$50,813
Net assets
$153,846
Revenue
$475,146
Expenses
$437,159
Net income
$37,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.05$0.51$1.54$4.75$4.37$0.38
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