Civic Intelligence

Sharing a Legacy Inc.

990PF • Fiscal year 2022 • EIN 27-3249276

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$66,978

Up $15,413 (+30%) from 2021

Net Assets

Up

$66,978

Up $15,413 (+30%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Down

$18,438

Down $5,347 (-22%) from 2021

Expenses

Down

$3,025

Down $995 (-25%) from 2021

Net Income

Down

$15,413

Down $4,352 (-22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2022

Assets$66,978
Liabilities$0
Net Assets$66,978
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

2022

Revenue$18,438
Expenses$3,025
Net Income$15,413
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
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
2023-11-15

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
Raw XML Appendix185 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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627077409
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02023-11-15T10:38:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,978
Liabilities
$0
Net assets
$66,978
Revenue
$18,438
Expenses
$3,025
Net income
$15,413
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