Civic Intelligence

Legacy Investment for a Virtuous Society Inc

EIN 83-0658111 • Milwaukee, WI

400 N Broadway Street 303Milwaukee, WI 53202-5510
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.13x

Higher debt load relative to revenue than 55% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.6%

Faster asset growth than 33% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.3%

Faster revenue growth than 34% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$7,095,372

Down $39,899 (-0.6%) from 2023

Liabilities

Flat

$23,094

Flat from 2023

Net Assets

Down

$7,072,278

Down $39,899 (-0.6%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Up

$180,011

Up $456 (+0.3%) from 2023

Expenses

Up

$219,910

Up $84,859 (+63%) from 2023

Net Income

Down

-$39,899

Down $84,403 (-190%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $2,130,048Liabilities 2018: $02018Assets 2019: $3,237,863Liabilities 2019: $02019Assets 2020: $4,373,444Liabilities 2020: $0Net Assets 2020: $4,373,4442020Assets 2021: $6,682,746Liabilities 2021: $0Net Assets 2021: $6,682,7462021Assets 2022: $7,087,075Liabilities 2022: $0Net Assets 2022: $7,087,0752022Assets 2023: $7,135,271Liabilities 2023: $23,094Net Assets 2023: $7,112,1772023Assets 2024: $7,095,372Liabilities 2024: $23,094Net Assets 2024: $7,072,2782024

Highlighted filing

2024

Assets$7,095,372
Liabilities$23,094
Net Assets$7,072,278
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $2,132,295Expenses 2018: $2,247Net Income 2018: $2,130,0482018Revenue 2019: $2,610,612Expenses 2019: $1,502,797Net Income 2019: $1,107,8152019Revenue 2020: $1,152,468Expenses 2020: $16,887Net Income 2020: $1,135,5812020Revenue 2021: $2,317,467Expenses 2021: $8,165Net Income 2021: $2,309,3022021Revenue 2022: $465,267Expenses 2022: $60,938Net Income 2022: $404,3292022Revenue 2023: $179,555Expenses 2023: $135,051Net Income 2023: $44,5042023Revenue 2024: $180,011Expenses 2024: $219,910Net Income 2024: -$39,8992024

Highlighted filing

2024

Revenue$180,011
Expenses$219,910
Net Income-$39,899
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,095,372
Liabilities
$23,094
Net assets
$7,072,278
Revenue
$180,011
Expenses
$219,910
Net income
-$39,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.10$0.02$7.07$0.18$0.22$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.02$7.11$0.18$0.14$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$0.47$0.06$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$2.32$0.01$2.31
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$1.15$0.02$1.14
2019Summary only. Only limited summary data is available for this year.$3.24$0.00$2.61$1.50$1.11
2018Summary only. Only limited summary data is available for this year.$2.13$0.00$2.13$0.00$2.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD R PIEPER JRPresident-$0--
ALEXANDRA PIEPERVice President-$0--
ANN PIEPER EISENBROWNTreasurer-$0--
BRIDGET SULLIVANSecretary-$0--
RICHARD PIEPER SRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Legacy Investment for a Virtuous
EIN
83-0658111
Phone
4148311251
Address
400 N BROADWAY STREET 303, MILWAUKEE, WI 53202-5510

Signing Officer

Name
Ann Pieper Eisenbrown
Title
Treasurer
Phone
4148311251
Signed
2025-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Mitch Davis CPA
Phone
6082744020
Raw XML Appendix347 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD R PIEPER JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANN PIEPER EISENBROWN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 N BROADWAY STREET STE 303
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532025510
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04148311251
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0LIVSWISC.HOME.BLOG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OUR MISSION IS TO ADVOCATE FOR THE IDEALS OF CHARACTER EDUCATION AND SERVANT LEADERSHIP BOTH LOCALLY AND GLOBALLY. TO FULFILL OUR MISSION, WE PROVIDE CHARITABLE GRANTS TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt050000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT THE LIVS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOND DU LAC AREA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01020 S MAIN ST SUITE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FOND DU LAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054935
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0213444
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0483177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0235223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0235223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0235223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0213444
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0235223
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMUNITY ACTIVITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INFORMATION TECHNOLOGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110596
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110596
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt217726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MEDIA VIDEOGRAPHY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1RESEARCH STUDIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt125000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt217726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt02560
TaxesSchedule/TaxesDetail/Amt12990
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INVESTMENT TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12990
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN PIEPER EISENBROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04148311251
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY INVESTMENT FOR A VIRTUOUS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0830658111
ReturnHeader/Filer/PhoneNum04148311251
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 N BROADWAY STREET 303
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025510
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCH DAVIS CPA
ReturnHeader/ReturnTs02025-10-07T14:59:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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