LEGION VILLA INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

JAMES MARCHWICK

Phone

4065877612

Tax Period

2024-08-01 to 2025-07-31

LEGION VILLA INC, founded in 1977, is a small nonprofit that reported $820K in total revenue in fiscal year 2024. The organization ran a surplus of $249K, a strong 30% operating margin.

Mission

PROVIDES 60 UNITS OF LOW INCOME HOUSING TO THE ELDERLY AND HANDICAPPED

Program Service Accomplishments

Program 1

Expenses: $473,064 Revenue: $795,872

PROVIDES 60 UNITS OF LOW INCOME HOUSING TO THE ELDERLY AND THE HANDICAPPED IN BOZEMAN, MONTANA. REVENUES REPORTED ABOVE CONSIST OF TENANT ASSISTANCE PAYMENTS, RENT COLLECTIONS, LAUNDRY AND VENDING...

PROVIDES 60 UNITS OF LOW INCOME HOUSING TO THE ELDERLY AND THE HANDICAPPED IN BOZEMAN, MONTANA. REVENUES REPORTED ABOVE CONSIST OF TENANT ASSISTANCE PAYMENTS, RENT COLLECTIONS, LAUNDRY AND VENDING INCOME, AND OTHER MISCELLANEOUS TENANT CHARGES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $795,872

Investment Income $23,948

Other Revenue $0

TOTAL REVENUE $819,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $276,651

Fundraising Expenses $0

Program Expenses $473,064

Other Expenses $294,336

TOTAL EXPENSES $570,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$819,820	$784,845	+0.0%
Expenses	$570,987	$561,562	+0.0%
Net Income	$248,833	$223,283	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$95,798

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MARCHWICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
EMIL ERHARDT	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES HOWE	SECRETARY	1.00	Officer Director	$0	$0	$0
BRUCE GERLACH	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET ARGREW	EXECUTIVE DIRECTOR	40.00	Officer	$83,468	$12,330	$95,798

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$819,820	$570,987	$1,956,583	$248,833
2024	$784,845	$561,562	$1,728,917	$223,283
2023	$730,817	$512,535	$1,476,844	$218,282
2022	$708,671	$419,557	$1,254,218	$289,114
2021	$546,398	$414,587	$963,404	$131,811
2020	$485,636	$383,765	$825,421	$101,871
2019	$506,793	$356,180	$728,070	$150,613
2018	$459,220	$339,692	$654,589	$119,528