Civic Intelligence

Sharing a Legacy Inc David Wright

EIN 27-3249276 • Campbellsport, WI

N2081 N River RoadCampbellsport, WI 53010
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-146%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-18%

Faster asset growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

47th percentile

-2.7%

Faster revenue growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$44,919

Down $22,059 (-33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$44,919

Down $22,059 (-33%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$17,447

Down $991 (-5.4%) from 2022

Expenses

Up

$42,887

Up $39,862 (+1318%) from 2022

Net Income

Down

-$25,440

Down $40,853 (-265%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2021: $51,565Liabilities 2021: $0Net Assets 2021: $51,5652021Assets 2022: $66,978Liabilities 2022: $0Net Assets 2022: $66,9782022Assets 2024: $44,919Liabilities 2024: $0Net Assets 2024: $44,9192024

Highlighted filing

2024

Assets$44,919
Liabilities$0
Net Assets$44,919
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2021: $23,785Expenses 2021: $4,020Net Income 2021: $19,7652021Revenue 2022: $18,438Expenses 2022: $3,025Net Income 2022: $15,4132022Revenue 2024: $17,447Expenses 2024: $42,887Net Income 2024: -$25,4402024

Highlighted filing

2024

Revenue$17,447
Expenses$42,887
Net Income-$25,440
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$44,919
Liabilities
$0
Net assets
$44,919
Revenue
$17,447
Expenses
$42,887
Net income
-$25,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$17.4$42.9$25.4
2022Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$18.4$3.03$15.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.6$0.00$51.6$23.8$4.02$19.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WRIGHTPresident-$0--
ANN T SCHLAEFERVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Sharing a Legacy Inc
EIN
27-3249276
Phone
2627077409
Address
N2081 N RIVER ROAD, CAMPBELLSPORT, WI 53010

Signing Officer

Name
David Wright
Title
President
Phone
2627077409
Signed
2025-11-13

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627077409
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARING A LEGACY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAVID WRIGHT
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0273249276
ReturnHeader/Filer/PhoneNum02627077409
ReturnHeader/Filer/USAddress/AddressLine1Txt0N2081 N RIVER ROAD
ReturnHeader/Filer/USAddress/CityNm0CAMPBELLSPORT
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ReturnHeader/Filer/USAddress/ZIPCd053010
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02025-11-14T10:28:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits