Civic Intelligence

Apple Grove Homes II Inc

EIN 01-0796774 • 501(c)3 • Lisbon, OH

Profile

Hud subsidized apartments

40722 State Rt 154Lisbon, OH 44432
Siviq Scores

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

Liabilities / Assets

96th percentile

1.52x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

8.43x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

26th percentile

-5.7%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$566,192

Down $34,436 (-5.7%) from 2024

Liabilities

Down

$860,756

Down $902 (-0.1%) from 2024

Net Assets

Down

-$294,564

Down $33,534 (-13%) from 2024

Revenue

Down

$102,155

Down $1,794 (-1.7%) from 2024

Expenses

Up

$135,689

Up $21,456 (+19%) from 2024

Net Income

Down

-$33,534

Down $23,250 (-226%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $881,297Liabilities 2010: $980,437Net Assets 2010: -$99,1402010Assets 2011: $856,112Liabilities 2011: $970,182Net Assets 2011: -$114,0702011Assets 2012: $828,856Liabilities 2012: $963,186Net Assets 2012: -$134,3302012Assets 2013: $801,987Liabilities 2013: $941,119Net Assets 2013: -$139,1322013Assets 2014: $790,818Liabilities 2014: $936,696Net Assets 2014: -$145,8782014Assets 2015: $764,764Liabilities 2015: $919,137Net Assets 2015: -$154,3732015Assets 2016: $739,496Liabilities 2016: $916,315Net Assets 2016: -$176,8192016Assets 2017: $711,901Liabilities 2017: $894,392Net Assets 2017: -$182,4912017Assets 2018: $692,223Liabilities 2018: $890,337Net Assets 2018: -$198,1142018Assets 2019: $674,032Liabilities 2019: $885,329Net Assets 2019: -$211,2972019Assets 2020: $657,984Liabilities 2020: $881,390Net Assets 2020: -$223,4062020Assets 2021: $634,568Liabilities 2021: $869,489Net Assets 2021: -$234,9212021Assets 2022: $623,213Liabilities 2022: $863,060Net Assets 2022: -$239,8472022Assets 2023: $611,458Liabilities 2023: $862,204Net Assets 2023: -$250,7462023Assets 2024: $600,628Liabilities 2024: $861,658Net Assets 2024: -$261,0302024Assets 2025: $566,192Liabilities 2025: $860,756Net Assets 2025: -$294,5642025

Highlighted filing

2025

Assets$566,192
Liabilities$860,756
Net Assets-$294,564

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $90,7412010Expenses 2011: $86,5362011Expenses 2012: $89,5332012Revenue 2013: $74,861Expenses 2013: $79,663Net Income 2013: -$4,8022013Revenue 2014: $84,281Expenses 2014: $91,027Net Income 2014: -$6,7462014Revenue 2015: $84,531Expenses 2015: $93,026Net Income 2015: -$8,4952015Revenue 2016: $84,013Expenses 2016: $106,459Net Income 2016: -$22,4462016Revenue 2017: $84,046Expenses 2017: $89,718Net Income 2017: -$5,6722017Revenue 2018: $89,782Expenses 2018: $105,405Net Income 2018: -$15,6232018Revenue 2019: $90,929Expenses 2019: $104,111Net Income 2019: -$13,1822019Revenue 2020: $88,616Expenses 2020: $100,726Net Income 2020: -$12,1102020Revenue 2021: $92,032Expenses 2021: $103,547Net Income 2021: -$11,5152021Revenue 2022: $94,952Expenses 2022: $99,878Net Income 2022: -$4,9262022Revenue 2023: $100,495Expenses 2023: $111,394Net Income 2023: -$10,8992023Revenue 2024: $103,949Expenses 2024: $114,233Net Income 2024: -$10,2842024Revenue 2025: $102,155Expenses 2025: $135,689Net Income 2025: -$33,5342025

Highlighted filing

2025

Revenue$102,155
Expenses$135,689
Net Income-$33,534

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$8.61$2.95$1.02$1.36$0.34
2024Detailed filing. Detailed filing data is available for this year.$6.01$8.62$2.61$1.04$1.14$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.11$8.62$2.51$1.00$1.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.23$8.63$2.40$0.95$1.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.35$8.69$2.35$0.92$1.04$0.12
2020Detailed filing. Detailed filing data is available for this year.$6.58$8.81$2.23$0.89$1.01$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.74$8.85$2.11$0.91$1.04$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.92$8.90$1.98$0.90$1.05$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.12$8.94$1.82$0.84$0.90$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.39$9.16$1.77$0.84$1.06$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.65$9.19$1.54$0.85$0.93$0.08
2014Detailed filing. Detailed filing data is available for this year.$7.91$9.37$1.46$0.84$0.91$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.02$9.41$1.39$0.75$0.80$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$9.63$1.34$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$9.70$1.14$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$9.80$0.99$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.0
Gross Receipts
$102,155
Mission and Program Overview

Mission

Hud subsidized apartments

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$549,399$524,796▼ $24,603
Cash and Non-Interest-Bearing Accounts$17,403$9,657▼ $7,746
Prepaid Expenses and Deferred Charges$3,100$3,238▲ $138
Total Assets$600,628$566,192▼ $34,436
Other Assets Total$30,726$28,501▼ $2,225
Liabilities
Mortgage Notes Payable Secured by Investment Property$842,295$837,874▼ $4,421
Accounts Payable and Accrued Expenses$17,287$20,771▲ $3,484
Other Liabilities$2,076$2,111▲ $35
Total Liabilities$861,658$860,756▼ $902
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-261,030$-294,564▼ $33,534
Total Net Assets Fund Balance$-261,030$-294,564▼ $33,534
Total Liabilities and Net Assets / Fund Balance$600,628$566,192▼ $34,436

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$524,786$436,829$961,615
Other Land Buildings-$25,650$25,650
Land$10-$10
Other Assets Org$160--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jack HileChairperson
Shar DaubVice Chairpe
Dennis ThompsonBoard Member
Donna BirminghamBoard Member
Jeff MercerBoard Member
Todd MccormickBoard Member
Roger SikorszkyExec Directo
Jaimie RiceTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$97,723
Investment Income
$11
Other Revenue
$4,421
Change in Net Assets
$-33,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$102,155
Total Revenue per Audited Statements
$102,155
Total Revenue per Form 990
$102,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,689
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$24,603--$24,603
Fees for Services Accounting-$24,171-$24,171
Occupancy$18,304--$18,304
Insurance$9,257--$9,257
Fees for Services Management-$6,751-$6,751
All Other Expenses$4,459--$4,459
Other Expenses$22,272$2,463-$2,463
Office Expenses-$448-$448
Total Functional Expenses$78,895$56,794$0$135,689

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$135,689
Total Expenses per Audited Statements$135,689
Total Expenses per Form 990$135,689
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Security Deposits$1,275
Hud Subsidy Liability$836
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

Reviewed by cfo and provided to board members

Form 990, Page 6, Part VI, Line 12C

Members of the governing body are informed of the policy and review and update on a frequent basis as deemed necessary. The policy is ultimately reviewed and approved by the executive director. In the event of policy changes, an updated policy is provided to members to review.

Form 990, Page 6, Part VI, Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Apple Grove Homes Ii Inc
EIN
01-0796774
Phone
3304249753
Address
40722 STATE RT 154, LISBON, OH 44432

Signing Officer

Name
Roger Sikorszky
Title
Exec Director
Phone
3304249573
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Sikorszky
Formed
2004
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Dg Perry Pllc
Address
3711 STARRS CENTRE DR, CANFIELD, OH 44406
Preparer
Bruce Flyak CPA
Phone
3307028100
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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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092021
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS ACCOUNT
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HUD SUBSIDY LIABILITY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY CFO AND PROVIDED TO BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY ARE INFORMED OF THE POLICY AND REVIEW AND UPDATE ON A FREQUENT BASIS AS DEEMED NECESSARY. THE POLICY IS ULTIMATELY REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. IN THE EVENT OF POLICY CHANGES, AN UPDATED POLICY IS PROVIDED TO MEMBERS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt097723
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER SIKORSZKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03304249573
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE GROVE HOMES II INC
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0010796774
ReturnHeader/Filer/PhoneNum03304249753
ReturnHeader/Filer/USAddress/AddressLine1Txt040722 STATE RT 154
ReturnHeader/Filer/USAddress/CityNm0LISBON
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03711 STARRS CENTRE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03307028100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE FLYAK CPA
ReturnHeader/ReturnTs02025-10-02T08:09:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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