Civic Intelligence

Orchard Valley Apartments Inc

990 • Fiscal year 2021 • EIN 39-1338423

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 14, 2022

Organization ProfileN/A
2375 State Road 44 No AOshkosh, WI 54904

(920) 966-9905

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

2.16x

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

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-3.2%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

2.4%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$462,917

Up $11,051 (+2.4%) from 2020

Net Assets

Down

-$356,511

Down $12,105 (-3.5%) from 2020

Liabilities

Up

$819,428

Up $23,156 (+2.9%) from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin32nd percentile

Revenue

Up

$379,216

Up $16,473 (+4.5%) from 2020

Expenses

Up

$391,321

Up $43,010 (+12%) from 2020

Net Income

Down

-$12,105

Down $26,537 (-184%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2021

Assets$462,917
Liabilities$819,428
Net Assets-$356,511
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$379,216
Expenses$391,321
Net Income-$12,105
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 14, 2022
Return Version
2020v4.2
Gross Receipts
$379,216
Mission and Program Overview

Mission

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

Provide affordable housing to low income, elderly and handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$253,338$236,345▼ $16,993
Savings and Temporary Cash Investments$55,677$38,067▼ $17,610
Prepaid Expenses and Deferred Charges$8,249$6,816▼ $1,433
Cash and Non-Interest-Bearing Accounts$400$200▼ $200
Accounts Receivable$265$32▼ $233
Total Assets$451,866$462,917▲ $11,051
Other Assets Total$133,937$181,457▲ $47,520
Liabilities
Mortgage Notes Payable Secured by Investment Property$766,319$743,138▼ $23,181
Other Liabilities$14,907$63,292▲ $48,385
Accounts Payable and Accrued Expenses$13,550$12,325▼ $1,225
Deferred Revenue$1,496$673▼ $823
Total Liabilities$796,272$819,428▲ $23,156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-344,406$-356,511▼ $12,105
Total Net Assets Fund Balance$-344,406$-356,511▼ $12,105
Total Liabilities and Net Assets / Fund Balance$451,866$462,917▲ $11,051

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$143,667$1,101,764$1,245,431
Equipment$21,700$118,125$139,825
Other Land Buildings$1,988$100,781$102,769
Land$68,990-$68,990
Other Assets Org$60,370--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$203,683
Program Service Revenue
$167,348
Investment Income
$46
Other Revenue
$8,139
Change in Net Assets
$-12,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$379,216
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$379,216
Total Revenue per Form 990
$379,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$391,321
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$126,730--$126,730
Fees for Services Management-$63,250-$63,250
Office Expenses$25,824$17,367-$43,191
Interest$31,366--$31,366
Fees for Services Other$27,374--$27,374
Insurance$24,313--$24,313
Depreciation Depletion$16,993--$16,993
Fees for Services Accounting-$9,000-$9,000
Other Expenses-$838-$838
Fees for Services Legal-$319-$319
Advertising-$77-$77
Total Functional Expenses$252,600$138,721$0$391,321

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$391,321
Total Expenses per Audited Statements$391,321
Total Expenses per Form 990$391,321
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
Due Ot Hud - Residual Receipts$47,870
Tenant Security Deposits$15,422
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
9209669905
Address
2375 STATE ROAD 44 NO A, OSHKOSH, WI 54904

Signing Officer

Name
Joyce Kramer
Title
President
Phone
9209669905
Signed
2022-04-14
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
Baker Tilly US Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“No provision or benefit for income taxes has been included in these financial statements since the organization is exempt from federal income taxes, except for tax on unrelated business income, under section 501(a) of the internal revenue code as an organization described in section 501 (c)(3). The organization had no unrelated business income for the years ended june 30, 2021 and 2020.”

Raw XML Appendix371 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/Desc2RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01988
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0100781
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015422
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt147870
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE OT HUD - RESIDUAL RECEIPTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0379216
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME, UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3). THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2021 AND 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0236345
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0181457
IRS990ScheduleD/TotalExpensesPerForm990Amt0391321
IRS990ScheduleD/TotalLiabilityAmt063292
IRS990ScheduleD/TotalRevenuePerForm990Amt0379216
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0379216
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0391321
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0451866
IRS990/TotalAssetsEOYAmt0462917
IRS990/TotalAssetsGrp/BOYAmt0451866
IRS990/TotalAssetsGrp/EOYAmt0462917
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0203683
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138721
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0252600
IRS990/TotalFunctionalExpensesGrp/TotalAmt0391321
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0796272
IRS990/TotalLiabilitiesEOYAmt0819428
IRS990/TotalLiabilitiesGrp/BOYAmt0796272
IRS990/TotalLiabilitiesGrp/EOYAmt0819428
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-344406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-356511
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0252600
IRS990/TotalProgramServiceRevenueAmt0167348
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08185
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0167348
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0379216
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0451866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0462917
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02375 STATE ROAD 44 NO A
IRS990/USAddress/CityNm0OSHKOSH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054904
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOYCE KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09209669905
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD VALLEY APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0391338423
ReturnHeader/Filer/PhoneNum09209669905
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 STATE ROAD 44 NO A
ReturnHeader/Filer/USAddress/CityNm0OSHKOSH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02022-04-18T17:50:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOYCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$462,917
Liabilities
$819,428
Net assets
-$356,511
Revenue
$379,216
Expenses
$391,321
Net income
-$12,105
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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