Civic Intelligence

Legacy Investment for a Virtuous Society Inc.

990PF • Fiscal year 2020 • EIN 83-0658111

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
400 N Broadway Street No 303Milwaukee, WI 53202-5510

(414) 831-1251

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

35%

Faster asset growth than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,373,444

Up $1,135,581 (+35%) from 2019

Net Assets

$4,373,444

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Down

$1,152,468

Down $1,458,144 (-56%) from 2019

Expenses

Down

$16,887

Down $1,485,910 (-99%) from 2019

Net Income

Up

$1,135,581

Up $27,766 (+2.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2020

Assets$4,373,444
Liabilities$0
Net Assets$4,373,444
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

2020

Revenue$1,152,468
Expenses$16,887
Net Income$1,135,581
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD R PIEPER JRPresident-$0--
ANN PIEPER EISENBROWNTreasurer-$0--
BRIDGET SULLIVANSecretary-$0--
ALEXANDRA PIEPERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREENLEF CENTER FOR SERVANT LEADERSHIPGENERAL SUPPORTPCATLANTA, GA, US$10,000
Filing and Contact Details

Filer

Filer Name
Legacy Investment for a Virtuous
EIN
83-0658111
Phone
4148311251
Address
400 N BROADWAY STREET NO 303, MILWAUKEE, WI 53202-5510

Signing Officer

Name
Richard R Pieper Jr
Title
President
Phone
4148311251
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Raw XML Appendix321 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD R PIEPER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN PIEPER EISENBROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIDGET SULLIVAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALEXANDRA PIEPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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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/AppliedToCurrentYearAmt016447
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0182890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0166443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01366238
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0166443
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01199795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01199795
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016447
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01199795
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01366238
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD R PIEPER SR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0400 N BROADWAY STREET SUITE 303
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01099983
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0373
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1119
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0373
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1119
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD R PIEPER SR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0400 N BROADWAY STREET SUITE 303
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MILWAUKEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053202
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD R PIEPER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148311251
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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 NO 303
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025510
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/PreparerPersonNm0JENNY TARKOWSKI CPA
ReturnHeader/ReturnTs02021-11-15T17:11:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIEPER JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,373,444
Liabilities
$0
Net assets
$4,373,444
Revenue
$1,152,468
Expenses
$16,887
Net income
$1,135,581
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