The Legacy Imperative Inc (EIN 843011577) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Phone

2396414431

Tax Period

2025-01-01 to 2025-12-31

The Legacy Imperative Inc, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $475K in total revenue in fiscal year 2025. Expenses of $437K left a modest 8% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $470,717

Program Service Revenue $3,000

Investment Income $0

Other Revenue $1,429

TOTAL REVENUE $475,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $251,600

Fundraising Expenses $39,668

Program Expenses $213,757

Other Expenses $185,559

TOTAL EXPENSES $437,159

Year-over-Year Comparison

	2025	2024	Change
Revenue	$475,146	$455,872	+0.0%
Expenses	$437,159	$427,238	+0.0%
Net Income	$37,987	$28,634	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$123,500

Total Directors

$123,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Petterson	PresidentCEO	50.00	Officer Director	$123,500	$0	$123,500
David Smith	President	5.00	Officer Director	$0	$0	$0
Bill Barnett	Director	5.00	Director	$0	$0	$0
Brian Hunter	Treasurer	5.00	Officer Director	$0	$0	$0
Joshua Custer	Member	5.00	Director	$0	$0	$0
Barbara Zaiser	Vice-President	5.00	Officer Director	$0	$0	$0
Tricia Osolin	Secretary	5.00	Officer Director	$0	$0	$0
Ken Haller	Member	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$475,146	$437,159	$204,659	$37,987
2024	$455,872	$427,238	$168,612	$28,634
2023	$454,592	$384,254	$127,227	$70,338
2022	$321,078	$326,544	$54,325	$-5,466
2021	$309,620	$314,382	$98,136	$-4,762
2020	$299,154	$246,786	$102,898	$52,368

The Legacy Imperative Inc