Civic Intelligence

Sharing a Legacy Inc.

990PF • Fiscal year 2021 • EIN 27-3249276

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
N2081 N River RoadCampbellsport, WI 53010

(262) 707-7409

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$51,565

No earlier filing loaded for comparison.

Net Assets

$51,565

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

$23,785

No earlier filing loaded for comparison.

Expenses

$4,020

No earlier filing loaded for comparison.

Net Income

$19,765

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$51,565
Liabilities$0
Net Assets$51,565
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$23,785
Expenses$4,020
Net Income$19,765
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-11-10

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
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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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627077409
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARING A LEGACY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAVID WRIGHT
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0273249276
ReturnHeader/Filer/PhoneNum02627077409
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02022-11-11T10:08:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,565
Liabilities
$0
Net assets
$51,565
Revenue
$23,785
Expenses
$4,020
Net income
$19,765
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
2021Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$23.8$4.02$19.8