Civic Intelligence

Orchard Valley Apartments Inc

990 • Fiscal year 2014 • EIN 39-1338423

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 22, 2015

Organization ProfileN/A
2040 South Park StreetOshkosh, WI 53713

(608) 258-2080

Siviq Scores

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

Liabilities / Assets

97th percentile

1.48x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

3.96x

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

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

27th percentile

-3.5%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-1.7%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$639,764

Down $22,948 (-3.5%) from 2013

Net Assets

Down

-$306,409

Down $26,757 (-9.6%) from 2013

Liabilities

Up

$946,173

Up $3,809 (+0.4%) from 2013

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin18th percentile

Revenue

Down

$238,859

Down $4,233 (-1.7%) from 2013

Expenses

Up

$265,616

Up $31,045 (+13%) from 2013

Net Income

Down

-$26,757

Down $35,278 (-414%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.0M$500K$0-$500KAssets 2011: $690,734Liabilities 2011: $972,570Net Assets 2011: -$281,8362011Assets 2012: $675,751Liabilities 2012: $963,924Net Assets 2012: -$288,1732012Assets 2013: $662,712Liabilities 2013: $942,364Net Assets 2013: -$279,6522013Assets 2014: $639,764Liabilities 2014: $946,173Net Assets 2014: -$306,4092014Assets 2015: $585,727Liabilities 2015: $919,769Net Assets 2015: -$334,0422015Assets 2016: $556,156Liabilities 2016: $918,361Net Assets 2016: -$362,2052016Assets 2017: $454,996Liabilities 2017: $876,708Net Assets 2017: -$421,7122017Assets 2018: $452,766Liabilities 2018: $854,046Net Assets 2018: -$401,2802018Assets 2019: $468,543Liabilities 2019: $827,381Net Assets 2019: -$358,8382019Assets 2020: $451,866Liabilities 2020: $796,272Net Assets 2020: -$344,4062020Assets 2021: $462,917Liabilities 2021: $819,428Net Assets 2021: -$356,5112021Assets 2022: $540,991Liabilities 2022: $820,197Net Assets 2022: -$279,2062022Assets 2023: $680,050Liabilities 2023: $797,663Net Assets 2023: -$117,6132023Assets 2024: $842,495Liabilities 2024: $897,754Net Assets 2024: -$55,2592024

Highlighted filing

2014

Assets$639,764
Liabilities$946,173
Net Assets-$306,409
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $245,5302011Revenue 2012: $242,630Expenses 2012: $248,967Net Income 2012: -$6,3372012Revenue 2013: $243,092Expenses 2013: $234,571Net Income 2013: $8,5212013Revenue 2014: $238,859Expenses 2014: $265,616Net Income 2014: -$26,7572014Revenue 2015: $247,475Expenses 2015: $275,108Net Income 2015: -$27,6332015Revenue 2016: $276,305Expenses 2016: $304,468Net Income 2016: -$28,1632016Revenue 2017: $314,804Expenses 2017: $374,311Net Income 2017: -$59,5072017Revenue 2018: $325,774Expenses 2018: $305,342Net Income 2018: $20,4322018Revenue 2019: $333,271Expenses 2019: $290,829Net Income 2019: $42,4422019Revenue 2020: $362,743Expenses 2020: $348,311Net Income 2020: $14,4322020Revenue 2021: $379,216Expenses 2021: $391,321Net Income 2021: -$12,1052021Revenue 2022: $380,044Expenses 2022: $302,739Net Income 2022: $77,3052022Revenue 2023: $432,752Expenses 2023: $271,159Net Income 2023: $161,5932023Revenue 2024: $401,014Expenses 2024: $338,660Net Income 2024: $62,3542024

Highlighted filing

2014

Revenue$238,859
Expenses$265,616
Net Income-$26,757
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 22, 2015
Return Version
2013v4.0
Gross Receipts
$238,859
Mission and Program Overview

Mission

The mission of orchard valley apartments, inc. Is to provide elderly and handicapped persons with housing and services specially designed to meet their physical, social and psychological needs, and promote their health, security, happiness and usefulness in longer living.

Provide elderly & handicapped persons with housing and services designed to meet their needs and promote health, security & happiness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$339,432$338,600▼ $832
Savings and Temporary Cash Investments-$51,117-
Prepaid Expenses and Deferred Charges$4,159$4,226▲ $67
Cash and Non-Interest-Bearing Accounts$31,765$200▼ $31,565
Accounts Receivable$92$0▼ $92
Total Assets$662,712$639,764▼ $22,948
Other Assets Total$287,264$245,621▼ $41,643
Liabilities
Mortgage Notes Payable Secured by Investment Property$916,731$904,323▼ $12,408
Accounts Payable and Accrued Expenses$14,567$29,553▲ $14,986
Other Liabilities$11,066$12,297▲ $1,231
Total Liabilities$942,364$946,173▲ $3,809
Net Assets / Fund Balance
Unrestricted Net Assets$-279,652$-306,409▼ $26,757
Total Net Assets Fund Balance$-279,652$-306,409▼ $26,757
Total Liabilities and Net Assets / Fund Balance$662,712$639,764▼ $22,948

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$217,193$699,337$916,530
Equipment$19,223$379,756$398,979
Other Land Buildings$33,194$83,195$116,389
Land$68,990-$68,990
Other Assets Org$35,687--
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Stephen JohnsonPresident
Tom MulinixVice-president
Joyce KramerDirector
Mary LindhorstDirector
Ron RichardtDirector
David ValentineSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,776
Program Service Revenue
$130,902
Investment Income
$214
Other Revenue
$967
Change in Net Assets
$-26,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$238,859
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$238,859
Total Revenue per Form 990
$238,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,616
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
Occupancy$66,822--$66,822
Interest$59,923--$59,923
Fees for Services Other$22,945$25,516-$48,461
Depreciation Depletion$30,720--$30,720
Fees for Services Management-$24,663-$24,663
Insurance$15,952--$15,952
Fees for Services Accounting-$10,400-$10,400
Office Expenses-$6,663-$6,663
Advertising-$1,338-$1,338
Other Expenses-$4-$4
Total Functional Expenses$196,362$69,254$0$265,616

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$265,616
Total Expenses per Audited Statements$265,616
Total Expenses per Form 990$265,616
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 Funded$12,297
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Housing management services handled the management duties for the organization through december 31, 2013. Wisconsin management company took over management duties as of january 1, 2014.”

Form 990, Part VI, Section B, Line 11

“The board does not review the form 990 before it is filed. The managing agent reviews the form 990.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

EIN
39-1338423
Phone
6082582080

Signing Officer

Name
Stephen Johnson
Title
President
Phone
6082582080
Signed
2015-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Johnson
Formed
1979
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Mary Vandenbusch
Phone
9204367800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trac fees: program service expenses 0. Management and general expenses 3,000. Fundraising expenses 0. Total expenses 3,000. Contracted services: program service expenses 22,945. Management and general expenses 22,516. Fundraising expenses 0. Total expenses 45,461.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income tax under internal revenue code section 501(c)(4) as determined by the internal revenue service. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation on unrelated business income. The organization is required to file form 990, return of organization exempt from income tax, annually. The organization is exempt from wisconsin income tax under the provisions of chapter 181 of the wisconsin statutes. Penalties and interest assessed by income taxing authorities are included in management and general expenses, if applicable. The organization had no interest and penalties related to income taxes for the year ended june 30, 2014. The organization's federal returns are subject to examination generally for 3 years after they are filed.”

Raw XML Appendix369 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/OtherAssetsOrgGrp/BookValueAmt110687
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt235687
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DEFERRED REFINANCING COSTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033194
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt083195
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0116389
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012297
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS FUNDED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0238859
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(4) AS DETERMINED BY THE INTERNAL REVENUE SERVICE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. THE ORGANIZATION IS REQUIRED TO FILE FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ANNUALLY. THE ORGANIZATION IS EXEMPT FROM WISCONSIN INCOME TAX UNDER THE PROVISIONS OF CHAPTER 181 OF THE WISCONSIN STATUTES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2014. THE ORGANIZATION'S FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR 3 YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0338600
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0245621
IRS990ScheduleD/TotalExpensesPerForm990Amt0265616
IRS990ScheduleD/TotalLiabilityAmt012297
IRS990ScheduleD/TotalRevenuePerForm990Amt0238859
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0238859
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0265616
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOUSING MANAGEMENT SERVICES HANDLED THE MANAGEMENT DUTIES FOR THE ORGANIZATION THROUGH DECEMBER 31, 2013. WISCONSIN MANAGEMENT COMPANY TOOK OVER MANAGEMENT DUTIES AS OF JANUARY 1, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD DOES NOT REVIEW THE FORM 990 BEFORE IT IS FILED. THE MANAGING AGENT REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAC FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 22,945. MANAGEMENT AND GENERAL EXPENSES 22,516. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,461.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0662712
IRS990/TotalAssetsEOYAmt0639764
IRS990/TotalAssetsGrp/BOYAmt0662712
IRS990/TotalAssetsGrp/EOYAmt0639764
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0106776
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069254
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196362
IRS990/TotalFunctionalExpensesGrp/TotalAmt0265616
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0942364
IRS990/TotalLiabilitiesEOYAmt0946173
IRS990/TotalLiabilitiesGrp/BOYAmt0942364
IRS990/TotalLiabilitiesGrp/EOYAmt0946173
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-279652
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-306409
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196362
IRS990/TotalProgramServiceRevenueAmt0130902
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01181
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130902
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238859
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0662712
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0639764
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-279652
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-306409
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102040 SOUTH PARK STREET
IRS990/USAddress/City0MADISON
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053713
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082582080
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10ORCHARD VALLEY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0391338423
ReturnHeader/Filer/PhoneNum06082582080
ReturnHeader/Filer/USAddress/AddressLine102040 SOUTH PARK STREET
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 23819
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0543053819
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY VANDENBUSCH
ReturnHeader/ReturnTs02015-02-02T10:23:51-06:00
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
$639,764
Liabilities
$946,173
Net assets
-$306,409
Revenue
$238,859
Expenses
$265,616
Net income
-$26,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$8.98$0.55$4.01$3.39$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$7.98$1.18$4.33$2.71$1.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$8.20$2.79$3.80$3.03$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$8.19$3.57$3.79$3.91$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$7.96$3.44$3.63$3.48$0.14
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.69$8.27$3.59$3.33$2.91$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$8.54$4.01$3.26$3.05$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$8.77$4.22$3.15$3.74$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$9.18$3.62$2.76$3.04$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.86$9.20$3.34$2.47$2.75$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.40$9.46$3.06$2.39$2.66$0.27
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$9.42$2.80$2.43$2.35$0.09
2012Summary only. Only limited summary data is available for this year.$6.76$9.64$2.88$2.43$2.49$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$9.73$2.82$2.46