Civic Intelligence

Orchard Valley Apartments Inc

990 • Fiscal year 2019 • EIN 39-1338423

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 09, 2020

Organization ProfileN/A
4801 Tradewinds ParkwayMadison, WI 53718

(608) 258-2080

Siviq Scores

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

Liabilities / Assets

98th percentile

1.77x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

2.48x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

3.5%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

2.3%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$468,543

Up $15,777 (+3.5%) from 2018

Net Assets

Up

-$358,838

Up $42,442 (+11%) from 2018

Liabilities

Down

$827,381

Down $26,665 (-3.1%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin70th percentile

Revenue

Up

$333,271

Up $7,497 (+2.3%) from 2018

Expenses

Down

$290,829

Down $14,513 (-4.8%) from 2018

Net Income

Up

$42,442

Up $22,010 (+108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$468,543
Liabilities$827,381
Net Assets-$358,838
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$333,271
Expenses$290,829
Net Income$42,442
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 9, 2020
Return Version
2018v3.1
Gross Receipts
$333,271
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 affordable housing to low income, elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$315,414$284,257▼ $31,157
Savings and Temporary Cash Investments$64,255$46,462▼ $17,793
Prepaid Expenses and Deferred Charges$7,747$7,440▼ $307
Accounts Receivable$2,126$2,167▲ $41
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$452,766$468,543▲ $15,777
Other Assets Total$63,024$128,017▲ $64,993
Liabilities
Mortgage Notes Payable Secured by Investment Property$809,941$788,574▼ $21,367
Accounts Payable and Accrued Expenses$26,014$19,363▼ $6,651
Other Liabilities$15,021$15,274▲ $253
Deferred Revenue$3,070$4,170▲ $1,100
Total Liabilities$854,046$827,381▼ $26,665
Net Assets / Fund Balance
Unrestricted Net Assets$-401,280$-358,838▲ $42,442
Total Net Assets Fund Balance$-401,280$-358,838▲ $42,442
Total Liabilities and Net Assets / Fund Balance$452,766$468,543▲ $15,777

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$197,928$1,062,585$1,260,513
Equipment$14,378$106,464$120,842
Other Land Buildings$2,961$103,709$106,670
Land$68,990-$68,990
Other Assets Org$25,818--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Joyce KramerPresident
Stephen JohnsonVice-president
Mary LindhorstDirector
Stewart FettDirector
Theresa FettDirector
David ValentineSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$168,921
Program Service Revenue
$156,724
Investment Income
$62
Other Revenue
$7,564
Change in Net Assets
$42,442

Audited Revenue Reconciliation

Revenue per Audited Statements
$333,271
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$333,271
Total Revenue per Form 990
$333,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,829
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
Fees for Services Management-$60,505-$60,505
Fees for Services Other$47,214--$47,214
Office Expenses$25,967$17,530-$43,497
Occupancy$40,035--$40,035
Interest$33,191--$33,191
Depreciation Depletion$31,157--$31,157
Insurance$20,341--$20,341
Fees for Services Accounting$8,500--$8,500
Other Expenses-$3,847-$3,847
Advertising-$2,542-$2,542
Total Functional Expenses$206,405$84,424$0$290,829

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$290,829
Total Expenses per Audited Statements$290,829
Total Expenses per Form 990$290,829
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$15,274
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 2

“Stewart fett and theresa fett - family relationship”

Form 990, Part VI, Section A, Line 3

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

Form 990, Part VI, Section B, Line 11B

“The managing agent reviews the form 990 prior to filing with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization does not have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Orchard Valley Apartments Inc
EIN
39-1338423
Phone
6082582080
Address
4801 TRADEWINDS PARKWAY, MADISON, WI 53718

Signing Officer

Name
Joyce Kramer
Title
President
Phone
6082582080
Signed
2020-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Kramer
Formed
1979
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
Jean Christensen
Phone
6082741980
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracts: program service expenses 47,214. Management and general expenses 0. Fundraising expenses 0. Total expenses 47,214.”

Raw XML Appendix372 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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IRS990/ActivityOrMissionDesc0PROVIDE AFFORDABLE HOUSING TO LOW INCOME, ELDERLY AND HANDICAPPED INDIVIDUALS.
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IRS990/MissionDesc0THE 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.
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0106670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0333271
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0284257
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0128017
IRS990ScheduleD/TotalExpensesPerForm990Amt0290829
IRS990ScheduleD/TotalLiabilityAmt015274
IRS990ScheduleD/TotalRevenuePerForm990Amt0333271
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0333271
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0290829
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEWART FETT AND THERESA FETT - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WISCONSIN MANAGEMENT COMPANY PERFORMS MANAGEMENT DUTIES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MANAGING AGENT REVIEWS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTS: PROGRAM SERVICE EXPENSES 47,214. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,214.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0452766
IRS990/TotalAssetsEOYAmt0468543
IRS990/TotalAssetsGrp/BOYAmt0452766
IRS990/TotalAssetsGrp/EOYAmt0468543
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0168921
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084424
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206405
IRS990/TotalFunctionalExpensesGrp/TotalAmt0290829
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0854046
IRS990/TotalLiabilitiesEOYAmt0827381
IRS990/TotalLiabilitiesGrp/BOYAmt0854046
IRS990/TotalLiabilitiesGrp/EOYAmt0827381
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-401280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-358838
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0206405
IRS990/TotalProgramServiceRevenueAmt0156724
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07626
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0156724
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0333271
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0452766
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0468543
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-401280
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-358838
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04801 TRADEWINDS PARKWAY
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053718
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082582080
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD VALLEY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0391338423
ReturnHeader/Filer/PhoneNum06082582080
ReturnHeader/Filer/USAddress/AddressLine1Txt04801 TRADEWINDS PARKWAY
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053718
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5AD917698A966612AE7A77B4536F2DC0D4C4089
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B5AD917698A966612AE7A77B4536F2DC0D4C4089
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.67.179.172
ReturnHeader/FilingSecurityInformation/IPDt02020-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:55:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537088700
ReturnHeader/PreparerPersonGrp/PhoneNum06082741980
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN CHRISTENSEN
ReturnHeader/ReturnTs02020-01-31T13:03:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$468,543
Liabilities
$827,381
Net assets
-$358,838
Revenue
$333,271
Expenses
$290,829
Net income
$42,442
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
2019Detailed filing. Detailed filing data is available for this year.$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