Civic Intelligence

Legion Oasis Inc

990 • Fiscal year 2014 • EIN 81-0332534

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 09, 2015

Organization ProfileN/A

View Organization Page

Deb Smith59701

(406) 494-3400

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.18x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.22x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Net Margin

73rd percentile

21%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Asset Growth

42nd percentile

0.5%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-4.7%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,281,835

Up $6,233 (+0.5%) from 2013

Net Assets

Up

$1,054,275

Up $214,319 (+26%) from 2013

Liabilities

Down

$227,560

Down $208,086 (-48%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

$1,043,010

No earlier filing loaded for comparison.

Expenses

Down

$828,691

Down $71,568 (-7.9%) from 2013

Net Income

$214,319

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,449,776Liabilities 2011: $930,431Net Assets 2011: $519,3452011Assets 2012: $1,342,628Liabilities 2012: $641,531Net Assets 2012: $701,0972012Assets 2013: $1,275,602Liabilities 2013: $435,646Net Assets 2013: $839,9562013Assets 2014: $1,281,835Liabilities 2014: $227,560Net Assets 2014: $1,054,2752014Assets 2015: $1,352,427Liabilities 2015: $179,528Net Assets 2015: $1,172,8992015Assets 2016: $1,428,445Liabilities 2016: $111,415Net Assets 2016: $1,317,0302016Assets 2017: $1,536,957Liabilities 2017: $140,595Net Assets 2017: $1,396,3622017Assets 2018: $2,028,454Liabilities 2018: $676,073Net Assets 2018: $1,352,3812018Assets 2019: $2,332,285Liabilities 2019: $677,608Net Assets 2019: $1,654,6772019Assets 2020: $1,580,019Liabilities 2020: $682,882Net Assets 2020: $897,1372020Assets 2021: $1,796,727Liabilities 2021: $617,323Net Assets 2021: $1,179,4042021Assets 2022: $1,890,798Liabilities 2022: $587,240Net Assets 2022: $1,303,5582022Assets 2023: $1,966,678Liabilities 2023: $645,829Net Assets 2023: $1,320,8492023Assets 2024: $2,129,959Liabilities 2024: $613,852Net Assets 2024: $1,516,1072024

Highlighted filing

2014

Assets$1,281,835
Liabilities$227,560
Net Assets$1,054,275
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $915,5722011Revenue 2012: $1,147,604Expenses 2012: $965,852Net Income 2012: $181,7522012Expenses 2013: $900,2592013Revenue 2014: $1,043,010Expenses 2014: $828,691Net Income 2014: $214,3192014Revenue 2015: $966,390Expenses 2015: $847,766Net Income 2015: $118,6242015Revenue 2016: $969,167Expenses 2016: $834,337Net Income 2016: $134,8302016Revenue 2017: $964,998Expenses 2017: $885,665Net Income 2017: $79,3332017Revenue 2018: $993,467Expenses 2018: $1,037,448Net Income 2018: -$43,9812018Revenue 2019: $1,023,048Expenses 2019: $913,356Net Income 2019: $109,6922019Revenue 2020: $1,039,202Expenses 2020: $1,045,948Net Income 2020: -$6,7462020Revenue 2021: $1,100,949Expenses 2021: $907,630Net Income 2021: $193,3192021Revenue 2022: $1,113,084Expenses 2022: $988,930Net Income 2022: $124,1542022Revenue 2023: $1,169,532Expenses 2023: $1,092,485Net Income 2023: $77,0472023Revenue 2024: $1,252,531Expenses 2024: $1,057,273Net Income 2024: $195,2582024

Highlighted filing

2014

Revenue$1,043,010
Expenses$828,691
Net Income$214,319
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$1,043,010
Mission and Program Overview

Mission

Housing for low to moderate income families.

Housing for low to moderate income families

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$891,702$897,927▲ $6,225
Savings and Temporary Cash Investments$56,201$58,286▲ $2,085
Prepaid Expenses and Deferred Charges$39,599$37,677▼ $1,922
Cash and Non-Interest-Bearing Accounts$32,801$17,904▼ $14,897
Accounts Receivable$690$4,914▲ $4,224
Total Assets$1,275,602$1,281,835▲ $6,233
Other Assets Total$254,609$265,127▲ $10,518
Liabilities
Other Liabilities$62,420$107,318▲ $44,898
Accounts Payable and Accrued Expenses$101,585$57,937▼ $43,648
Mortgage Notes Payable Secured by Investment Property$234,120$34,627▼ $199,493
Unsecured Notes Loans Payable$37,521$27,678▼ $9,843
Total Liabilities$435,646$227,560▼ $208,086
Net Assets / Fund Balance
Unrestricted Net Assets$839,956$1,054,275▲ $214,319
Total Net Assets Fund Balance$839,956$1,054,275▲ $214,319
Total Liabilities and Net Assets / Fund Balance$1,275,602$1,281,835▲ $6,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$626,356$3,169,130-
Land$154,695--
Equipment$116,876$202,285-
Other Assets Org$227--
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Ken PenrodPresident
Phil LyonsVice-president
Harold CrowleyBoard Member
Jan BargmanBoard Member
Lee BrunerBoard Member
Molly MaffeiBoard Member
Roger KnoellSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,043,010
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$214,319

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,043,010
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,043,010
Total Revenue per Form 990
$1,043,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$586,886
Salaries, Compensation, and Employee Benefits$241,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$189,830$19,460-$209,290
Occupancy$160,254--$160,254
Depreciation Depletion$75,609--$75,609
Insurance$61,454$233-$61,687
All Other Expenses$18,606$5,253-$23,859
Payroll Taxes$19,620$2,425-$22,045
Office Expenses$20,088--$20,088
Fees for Services Accounting$15,625--$15,625
Fees for Services Legal$11,077--$11,077
Other Employee Benefits$9,318$1,152-$10,470
Other Expenses$10,068--$10,068
Advertising-$1,396-$1,396
Conferences and Meetings-$1,313-$1,313
Total Functional Expenses$797,459$31,232$0$828,691

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$828,691
Total Expenses per Audited Statements$828,691
Total Expenses per Form 990$828,691
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$57,947
Accrued Property Taxes$38,015
Prepaid Rent$6,538
Payroll Taxes$4,818
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors reviews a draft copy of the form 990 at a monthly board meeting before it is filed.”

Form 990, Part VI, Section B, Line 12C

“There is an open door policy with the property manager and the board of directors.”

Form 990, Part VI, Section B, Line 15

“Annual employee evaluations are conducted and all raises are approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“All information is available at the legion oasis upon request.”

Filing and Contact Details

Filer

EIN
81-0332534
Phone
4064943400

Signing Officer

Name
Debbie Smith
Title
Property Manager
Phone
4064943400
Signed
2015-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Smith
Formed
1972
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
0

Preparer

Preparer
Robert Bristol
Phone
4064944754
Raw XML Appendix385 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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IRS990ScheduleD/LandGrp/BookValueAmt0154695
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0154695
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01068
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt145442
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2218390
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3227
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESIDENTS' FUND CASH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04818
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16538
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt257947
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt338015
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED PROPERTY TAXES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01043010
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0897927
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0265127
IRS990ScheduleD/TotalExpensesPerForm990Amt0828691
IRS990ScheduleD/TotalLiabilityAmt0107318
IRS990ScheduleD/TotalRevenuePerForm990Amt01043010
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01043010
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0828691
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS A DRAFT COPY OF THE FORM 990 AT A MONTHLY BOARD MEETING BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS AN OPEN DOOR POLICY WITH THE PROPERTY MANAGER AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL EMPLOYEE EVALUATIONS ARE CONDUCTED AND ALL RAISES ARE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL INFORMATION IS AVAILABLE AT THE LEGION OASIS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01275602
IRS990/TotalAssetsEOYAmt01281835
IRS990/TotalAssetsGrp/BOYAmt01275602
IRS990/TotalAssetsGrp/EOYAmt01281835
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031232
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0797459
IRS990/TotalFunctionalExpensesGrp/TotalAmt0828691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0435646
IRS990/TotalLiabilitiesEOYAmt0227560
IRS990/TotalLiabilitiesGrp/BOYAmt0435646
IRS990/TotalLiabilitiesGrp/EOYAmt0227560
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0839956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01054275
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0797459
IRS990/TotalProgramServiceRevenueAmt01043010
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01043010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01043010
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01275602
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01281835
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0839956
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01054275
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt037521
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt027678
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103400 HILL
IRS990/USAddress/City0BUTTE
IRS990/USAddress/State0MT
IRS990/USAddress/ZIPCode059701
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PROPERTY MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064943400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEGION OASIS INC
ReturnHeader/Filer/BusinessNameControlTxt0LEGI
ReturnHeader/Filer/EIN0810332534
ReturnHeader/Filer/PhoneNum04064943400
ReturnHeader/Filer/USAddress/AddressLine10DEB SMITH
ReturnHeader/Filer/USAddress/City0BUTTE
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810333198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10NEWLAND AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 3006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BUTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0597023006
ReturnHeader/PreparerPersonGrp/PhoneNum04064944754
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT BRISTOL
ReturnHeader/ReturnTs02015-02-16T14:56:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,281,835
Liabilities
$227,560
Net assets
$1,054,275
Revenue
$1,043,010
Expenses
$828,691
Net income
$214,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.61$1.52$1.25$1.06$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.65$1.32$1.17$1.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.59$1.30$1.11$0.99$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.62$1.18$1.10$0.91$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.68$0.90$1.04$1.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.68$1.65$1.02$0.91$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.68$1.35$0.99$1.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.14$1.40$0.96$0.89$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.11$1.32$0.97$0.83$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.18$1.17$0.97$0.85$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.23$1.05$1.04$0.83$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.44$0.84$0.90
2012Summary only. Only limited summary data is available for this year.$1.34$0.64$0.70$1.15$0.97$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.93$0.52$0.92