Civic Intelligence

Sharing a Legacy Inc.

990PF • Fiscal year 2023 • EIN 27-3249276

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

5.0%

Faster asset growth than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-80%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$70,359

Up $3,381 (+5.0%) from 2022

Net Assets

Up

$70,359

Up $3,381 (+5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$3,720

Down $14,718 (-80%) from 2022

Expenses

Down

$339

Down $2,686 (-89%) from 2022

Net Income

Down

$3,381

Down $12,032 (-78%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $70,359Liabilities 2023: $0Net Assets 2023: $70,3592023Assets 2024: $44,919Liabilities 2024: $0Net Assets 2024: $44,9192024

Highlighted filing

2023

Assets$70,359
Liabilities$0
Net Assets$70,359

Operations Trend

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 2023: $3,720Expenses 2023: $339Net Income 2023: $3,3812023Revenue 2024: $17,447Expenses 2024: $42,887Net Income 2024: -$25,4402024

Highlighted filing

2023

Revenue$3,720
Expenses$339
Net Income$3,381
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

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
2024-11-14

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
Raw XML Appendix188 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/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627077409
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
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ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02024-11-14T16:15:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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