Civic Intelligence

Orchard Valley Apartments Inc

990 • Fiscal year 2016 • EIN 39-1338423

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 17, 2017

Organization ProfileN/A
2040 S Park StMadison, WI 53713

(608) 258-2080

Siviq Scores

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

Liabilities / Assets

98th percentile

1.65x

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

3.32x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$556,156

Down $29,571 (-5.0%) from 2015

Net Assets

Down

-$362,205

Down $28,163 (-8.4%) from 2015

Liabilities

Down

$918,361

Down $1,408 (-0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin20th percentile

Revenue

Up

$276,305

Up $28,830 (+12%) from 2015

Expenses

Up

$304,468

Up $29,360 (+11%) from 2015

Net Income

Down

-$28,163

Down $530 (-1.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2016

Assets$556,156
Liabilities$918,361
Net Assets-$362,205
Open 2016 Filing

Operations Trend

Revenue Growth70th 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

2016

Revenue$276,305
Expenses$304,468
Net Income-$28,163
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$276,305
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$309,352$280,604▼ $28,748
Savings and Temporary Cash Investments$36,921$26,795▼ $10,126
Prepaid Expenses and Deferred Charges$4,276$6,672▲ $2,396
Accounts Receivable$2,027$5,227▲ $3,200
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$585,727$556,156▼ $29,571
Other Assets Total$232,951$236,658▲ $3,707
Liabilities
Mortgage Notes Payable Secured by Investment Property$891,131$877,108▼ $14,023
Accounts Payable and Accrued Expenses$15,361$26,953▲ $11,592
Other Liabilities$12,255$12,202▼ $53
Deferred Revenue$1,022$2,098▲ $1,076
Total Liabilities$919,769$918,361▼ $1,408
Net Assets / Fund Balance
Unrestricted Net Assets$-334,042$-362,205▼ $28,163
Total Net Assets Fund Balance$-334,042$-362,205▼ $28,163
Total Liabilities and Net Assets / Fund Balance$585,727$556,156▼ $29,571

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$173,471$743,058$916,529
Equipment$13,472$385,009$398,481
Other Land Buildings$24,671$85,328$109,999
Land$68,990-$68,990
Other Assets Org$33,060--
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Stephen JohnsonPresident
Jake EricksonDirector
Joyce KramerDirector
Mary LindhorstDirector
David ValentineSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,234
Program Service Revenue
$146,788
Investment Income
$75
Other Revenue
$208
Change in Net Assets
$-28,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$276,305
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$276,305
Total Revenue per Form 990
$276,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,468
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$91,636$230-$91,866
Fees for Services Other$19,345$38,565-$57,910
Interest$54,209--$54,209
Depreciation Depletion$30,061--$30,061
Fees for Services Management-$29,278-$29,278
Insurance$17,305--$17,305
Fees for Services Accounting-$13,207-$13,207
Office Expenses-$3,803-$3,803
Advertising-$3,196-$3,196
Fees for Services Legal-$338-$338
Other Expenses-$216-$216
Total Functional Expenses$212,556$91,912$0$304,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$304,468
Total Expenses per Audited Statements$304,468
Total Expenses per Form 990$304,468
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$12,202
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

“Wisconsin management company handles the management duties for the organization.”

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

Filer Name
Orchard Valley Apartments Inc
EIN
39-1338423
Phone
6082582080
Address
2040 S PARK ST, MADISON, WI 53713

Signing Officer

Name
Joyce Kramer
Title
President
Phone
6082582080
Signed
2017-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Kramer
Formed
1979
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Schenck Sc
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
Mary B Vandenbusch
Phone
9204367800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracted services: program service expenses 19,345. Management and general expenses 35,565. Fundraising expenses 0. Total expenses 54,910. Tracs fee: program service expenses 0. Management and general expenses 3,000. Fundraising expenses 0. Total expenses 3,000.”

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, 2016. The organization's federal returns are subject to examination generally for 3 years after they are filed.”

Raw XML Appendix368 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/BookValueAmt0192900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt110698
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt233060
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DEFERRED REFINANCING COSTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024671
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt085328
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0109999
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012202
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS FUNDED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0276305
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, 2016. THE ORGANIZATION'S FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR 3 YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0280604
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0236658
IRS990ScheduleD/TotalExpensesPerForm990Amt0304468
IRS990ScheduleD/TotalLiabilityAmt012202
IRS990ScheduleD/TotalRevenuePerForm990Amt0276305
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0276305
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0304468
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WISCONSIN MANAGEMENT COMPANY HANDLES THE MANAGEMENT DUTIES FOR THE ORGANIZATION.
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/ExplanationTxt3CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 19,345. MANAGEMENT AND GENERAL EXPENSES 35,565. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,910. TRACS FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000.
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/TotalAssetsBOYAmt0585727
IRS990/TotalAssetsEOYAmt0556156
IRS990/TotalAssetsGrp/BOYAmt0585727
IRS990/TotalAssetsGrp/EOYAmt0556156
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0129234
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt091912
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0212556
IRS990/TotalFunctionalExpensesGrp/TotalAmt0304468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0919769
IRS990/TotalLiabilitiesEOYAmt0918361
IRS990/TotalLiabilitiesGrp/BOYAmt0919769
IRS990/TotalLiabilitiesGrp/EOYAmt0918361
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-334042
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-362205
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0212556
IRS990/TotalProgramServiceRevenueAmt0146788
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0283
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0146788
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0276305
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0585727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556156
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-334042
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-362205
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02040 S PARK ST
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053713
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082582080
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD VALLEY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0391338423
ReturnHeader/Filer/PhoneNum06082582080
ReturnHeader/Filer/USAddress/AddressLine1Txt02040 S PARK ST
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 23819
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0543053819
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY B VANDENBUSCH
ReturnHeader/ReturnTs02017-02-14T09:27:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,156
Liabilities
$918,361
Net assets
-$362,205
Revenue
$276,305
Expenses
$304,468
Net income
-$28,163
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
2016Detailed filing. Detailed filing data is available for this year.$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