Nonprofit · EIN 84-3011577
LEGACY IMPERATIVE INC
Tax-exempt · NAPLES, FL 34103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $475,146 | $437,159 | $37,987 | $204,659 | $50,813 | $153,846 |
| December 31, 2024 | 990 | $455,872 | $427,238 | $28,634 | $168,612 | $52,753 | $115,859 |
| December 31, 2023 | 990 | $454,592 | $384,254 | $70,338 | $127,227 | $40,000 | $87,227 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $470,717
- Program service revenue
- $3,000
- Investment income
- $0
- Net income from sales of inventory
- $756
- Other revenue
- $1,429
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $123,500
- Other salaries and wages
- $128,100
- Salaries, compensation and benefits (total)
- $251,600
- Professional fundraising fees
- $0
- Accounting fees
- $8,626
- Occupancy
- $13,417
- Travel
- $8,598
- Depreciation
- $826
- Program services (functional)
- $213,757
- Management and general (functional)
- $183,734
- Fundraising (functional)
- $39,668
Balance sheet and other
- Total assets, start of year
- $168,612
- Total assets, end of year
- $204,659
- Total liabilities, end of year
- $50,813
- Net assets, end of year
- $153,846
- Land, buildings and equipment
- $1,650
- Net assets without donor restrictions
- $153,846
- Gross receipts
- $476,830
- Employees
- 4
- Volunteers
- 10
- Year formed
- 2019
- State of legal domicile
- FL
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Petterson | PresidentCEO Trustee or director, Officer | 50 | $123,500 |
| David Smith | President Trustee or director, Officer | 5 | $0 |
| Bill Barnett | Director Trustee or director | 5 | $0 |
| Brian Hunter | Treasurer Trustee or director, Officer | 5 | $0 |
| Joshua Custer | Member Trustee or director | 5 | $0 |
| Barbara Zaiser | Vice-President Trustee or director, Officer | 5 | $0 |
| Tricia Osolin | Secretary Trustee or director, Officer | 5 | $0 |
| Ken Haller | Member Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Platter | Executive Director Former | 40 | $106,811 |
| Robert Petterson | PresidentCEO Trustee or director, Officer | 50 | $80,500 |
| Bill Barnett | Director Trustee or director | 5 | $0 |
| Brian Hunter | Director Trustee or director | 5 | $0 |
| David Smith | President Trustee or director, Officer | 5 | $0 |
| Joshua Custer | Treasurer Trustee or director, Officer | 5 | $0 |
| Barbara Zaiser | Vice-President Trustee or director, Officer | 5 | $0 |
| Tricia Osolin | Secretary Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Petterson | PresidentCEO Trustee or director, Officer | 50 | $84,000 |
| Chris Allan | Director of Finance Officer | 20 | $14,400 |
| Barbara Zaiser | Director Trustee or director | 5 | $0 |
| Tricia Osolin | Director Trustee or director | 5 | $0 |
| Bill Barnett | Vice Chairman Trustee or director, Officer | 5 | $0 |
| David Smith | Chairman Trustee or director, Officer | 5 | $0 |
| Joshua Custer | Secretary Trustee or director, Officer | 5 | $0 |
| Brian Hunter | Treasurer Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4850 TAMIAMI TRL N, NAPLES, FL 34103-3029
- In care of
- % ROBERT PETTERSON
- Signed the 990
- ROBERT PETTERSON, PresidentCEO
- Phone
- (239) 641-4431
- Website
- www.legacyimperative.org
- Return prepared by
- Dennison CPA PC
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.
Program accomplishments
- Legacy Imperatives mission is to equip grandparents to disciple the next generation and pass on a legacy of faith. In 2025, the organization launched core digital discipleship resources, including the Welcome Series, Call to Action, Equipping, and Amazing Stories serieseach featuring video teaching and printable study guides for individual or group use. The ministry transitioned to a unified digital platform with a redesigned website, along with new mobile and TV apps, integrating systems for content delivery, event registration, and online giving. Legacy Imperative also hosted live events to train grandparents in spiritual leadership and faith conversations, while maintaining engagement through podcasts, quarterly newsletters, and donor communications.Expenses $213,757
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 | 990 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
- 84-3011577
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A23)
- Assets (IRS master file)
- $204,659
- Income (IRS master file)
- $476,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $475,146 | $437,159 | $204,659 | XML |
| 990 | December 2024 | $455,872 | $427,238 | $168,612 | XML |
| 990 | December 2023 | $454,592 | $384,254 | $127,227 | XML |
| 990 | December 2022 | $321,078 | $326,544 | $54,325 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 84-3011577).
Questions about LEGACY IMPERATIVE INC
- What is the EIN of LEGACY IMPERATIVE INC?
- The employer identification number (EIN) of LEGACY IMPERATIVE INC is 84-3011577.
- Is LEGACY IMPERATIVE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to LEGACY IMPERATIVE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY IMPERATIVE INC 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 LEGACY IMPERATIVE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY IMPERATIVE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of LEGACY IMPERATIVE INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $123,500 (Robert Petterson, PresidentCEO).
- How much revenue does LEGACY IMPERATIVE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $475,146, expenses of $437,159 and total assets of $204,659 at year end.
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